Manager, Business Systems Analyst
4 days ago• Westlake, TX
Pay range: USD $107,000.00 - $147,000.00 / Year
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a financial services leader, The Charles Schwab Corporation, Inc. aims to be the most trusted leader in investment services. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and independent advisors who serve them. Personal Choice Investment Services (PCIS), within Workplace Services (WS), provides the industry leading Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA), through Charles Schwab & Co., PCIS is growing rapidly by providing PCRA & HSBA, to Schwab Retirement Plan Services and rest of the retirement and health savings industries.
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The Personal Choice Investment Services (PCIS) Group's objective is to deliver competitive products and services to the intermediaries it serves. A strong understanding of the retirement market and the ability to identify our clients' business needs is paramount to our success. Within this group, the Client Integration and Support Team is responsible for onboarding Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) clients onto Schwab's Brokerage platform.
As Manager, Client Integrations and Support, the candidate will serve a key role in leading PCIS's efforts to engage and showcase our capabilities to prospective and current clients by managing client integrations onto the Schwab Brokerage platform.
In this role, you will work closely with business partners in PCIS, Relationship Management, Product Management, Compliance, and various scrum teams to set up plans and accounts primarily for the Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) products.
Responsibilities will include but not be limited to:
- Strong communication skills - written and verbal
- Subject matter expert on Brokerage integration providing leading practices, and recommendations.
- Collaborate with clients to understand business requirements and integration needs and present options tailored to the clients' needs.
- Provide coordination during the client development, testing and deployment integration ensuring internal teams' alignment with the client's needs.
- Primary liaison between PCIS and the clients' technology team for testing.
- Provide hands-on support and troubleshooting during the implementation phase.
- Works with the Agile delivery team to craft high quality customer-centric user stories
- Collaborate closely with the scrum team to refine requirements while balancing feature development with operational impact
- Presents demos to our PCIS customers prior to releasing new enhancements
- Serve as an advocate for PCIS, managing change, and fostering buy-in for solutions across teams.
- Monitor clients' daily file transmission
- Act of the voice for PCIS so the discretionary and non-discretionary work in prioritized
- Prepare and participate in Quarterly installs after market close for system enhancements and bug fixes.
- Proficiency with Microsoft office applications
- Experience in financial services
- Capable of working independently, and as part of a well-coordinated team to meet business needs and target dates
What you have
Required Qualifications:
- Degree or equivalent experience
- 3-5 years of Data analysis
- 3-4 years strong analytical problem-solving skills
- 3-4 years Agile(scrum) experience and ceremonies; creating and prioritizing stories in JIRA
- Financial services experience
- Proficiency in Microsoft applications
- Demonstrated success in supporting multiple projects and priorities with short timelines
- Basic SQL skills
- 1-2 years SAFe experience; PI planning, velocity calculation
Preferred Qualifications:
- 3-4 years Data analysis
- 3-4 years' experience with Popweb, Client Central, Scube, SAC and EMTR
- SAFe certified preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Client-provided location(s): Westlake, TX
Job ID: CharlesSchwab-2026-119273
Employment Type: OTHER
Posted: 2026-02-21T19:14:03
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Sabbatical
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
Diversity and Inclusion
- Employee Resource Groups (ERG)