Retirement Business System Analyst
Role Overview
Schwab Operations provides operational support across Schwab businesses and serves internal and external clients.
The Retirement Account Platform Solutions team supports the platform used for Brokerage Retirements operations.
The team partners with business and technology stakeholders on platform strategy, requirements, prioritization, development, testing, and certification.
The Business Analyst assists the Product Owner in creating and maintaining the Product Backlog.
Key Skills for This Role
Full Job Posting
Team and role
Schwab Operations provides operational support across Schwab businesses and serves internal and external clients.
The Retirement Account Platform Solutions team supports the platform used for Brokerage Retirements operations.
The team partners with business and technology stakeholders on platform strategy, requirements, prioritization, development, testing, and certification.
The Business Analyst assists the Product Owner in creating and maintaining the Product Backlog.
Workplace
- The selected candidate is expected to work on site in the specified location; the posting emphasizes in-office collaboration.
- The position may require travel to business or technology partners.
What you’ll do
- Develop current-state platform knowledge and help define future system solutions and workflows.
- Create process models, user epics and stories, surveys, and use cases with business and technology teams.
- Define attributes, data elements, services, and features for middle-office functions.
- Elicit, analyze, define, and communicate business needs; document and manage requirements and wireframes.
- Create user acceptance and regression test plans or test cases.
- Facilitate issue resolution and stakeholder retrospectives.
- Contribute to system vision and roadmap; learn business processes and flows and understand technical dependencies.
- Support the Product Owner with the Product Backlog.
Required qualifications
- Authorized to work in the United States without sponsorship.
- At least 5 years of business analyst experience managing requirements for multiple large, complex, cross-functional projects, including systems, technology, process redesign, and technical environments.
- Ability to write business requirements, user stories, use cases, and workflow documentation.
- Client-oriented, with ability to apply client needs to product enhancements, online user experience, and communication content.
Preferred qualifications
- Five years of Agile software development experience, including JIRA or related Scrum tools.
- Analytical and problem-solving skills and ability to analyze data for business insights.
- Communication, presentation, and product or project management skills, with business judgment to balance resources and manage risk.
Additional compensation
- The position is eligible for bonus or incentive opportunities in addition to the salary range; no salary cadence or amount is provided in the supplied description.
Benefits
- Benefits listed include a 401(k) match, employee stock purchase plan, paid vacation and volunteering time, eligible sabbatical, parental leave, family-building benefits, tuition reimbursement, and health, dental, and vision insurance.
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