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Retirement Business System Analyst

Charles Schwab
Westlake, USA
Full-time
Mid-Senior
Onsite
Discovered 3 weeks ago
Business analysisBusiness requirements managementUser stories and use casesWorkflow documentationBusiness process redesignSystems and technical environments

Full Job Posting

Role overview

The Business Analyst joins the Retirement Account Platform Solutions team supporting Schwab brokerage retirement operations.

The team partners with technology and business stakeholders on platform design, requirements, prioritization, development, testing, and certification.

The analyst assists the Product Owner in creating and maintaining the product backlog.

Workplace

  • The selected candidate is expected to work on site at the specified location.
  • The company describes a hybrid work and flexibility approach, with regular in-person collaboration.
  • The position may require travel to business or technology partners.

Responsibilities

  • Develop current-state knowledge and help define future system solutions and flows.
  • Create process models, user epics and stories, use cases, and requirements with cross-functional partners.
  • Define attributes, data elements, services, and features for middle-office functions; manage requirements and wireframes.
  • Develop user acceptance and regression test plans or cases and facilitate issue resolution and retrospectives.
  • Contribute to system vision and roadmap; learn business processes and understand system dependencies.

Required qualifications

  • At least 5 years of business analyst experience managing requirements for multiple large, complex, cross-functional projects.
  • Experience emphasis includes systems, technologies, business process redesign, and technical environments.
  • Ability to write business requirements, user stories, use cases, and workflow documentation.
  • Client-oriented approach and ability to apply client needs to product enhancements, online user experience, and communications.
  • Authorization to work in the U.S. without sponsorship.

Preferred qualifications

  • Five years of Agile software development experience, including JIRA or related Scrum tools, is preferred.
  • Analytical and problem-solving ability, communication and presentation skills, product/project management skills, and sound business judgment are preferred.

Benefits

  • Eligible benefits include 401(k) matching, an employee stock purchase plan, paid vacation and volunteer time, a 28-day sabbatical after every five years for eligible positions, parental and family-building benefits, tuition reimbursement, and health, dental, and vision insurance.
  • The role may also be eligible for bonus or incentive opportunities.

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