Business Systems Analysis, Manager

Your opportunity

At Schwab, our purpose is to help people invest and plan for their futures with confidence. Schwab Technology Services supports this mission by delivering innovative, reliable technology solutions that power how clients manage their money. 

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 location(s). This role is expected to be in the office 4 days per week. 

The Compliance & Legal Vendor Technology organization delivers a coordinated, forward-thinking approach to enhancing Corporate Systems platforms that support critical business functions across Schwab. As part of this team, you will play a key role in translating complex business needs into clear, scalable technology solutions that improve how work gets done across the organization. 

As a Business Systems Analysis Manager, you will act as a bridge between business and technology partners, shaping solutions that modernize systems, streamline workflows, and deliver measurable outcomes. You will guide initiatives across the full lifecycle—from discovery and requirements definition through development, testing, and deployment—ensuring alignment between business goals and technical delivery. Your ability to analyze data, assess system impacts, and define structured solutions will directly support informed decision-making and improved operational efficiency. 

You will collaborate closely with cross-functional stakeholders to refine functional specifications, support system design through artifacts such as use cases and diagrams, and contribute to process improvements that enable more flexible and efficient product delivery. Success in this role requires strong facilitation skills, the ability to navigate ambiguity, and a proactive approach to identifying risks and driving resolution. You will also support testing activities, validate solutions against requirements, and partner with teams to address production issues by identifying root causes and guiding corrective actions. 

This is an opportunity to influence outcomes, strengthen collaboration across teams, and contribute to evolving technology capabilities that enhance both internal operations and client experiences. 

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have: 


Required Qualifications:

• Bachelor’s degree in an IT-related field or equivalent practical experience
• 5+ years of experience in business analysis, product management, or a related role
• 5+ years of experience working with data, including SQL, data mapping, and ETL processes
• Experience collaborating with business and technical teams to gather requirements and perform impact analysis
• Experience assessing upstream and downstream impacts of system and data changes
• Project management experience with the ability to guide initiatives from concept through delivery
• Working knowledge of software development lifecycle practices, including Agile and Waterfall methodologies
• Experience partnering with quality assurance and production support teams
• Strong analytical thinking, problem solving, prioritization, and decision-making skills
• Strong written and verbal communication skills
• Experience using tools such as MS Project, Excel, Word, Visio, and familiarity with broader Microsoft applications 

Preferred Qualifications:

• 3+ years of experience in the financial services industry
• Experience creating mock-ups or wireframes to support user interface design
• Demonstrated ability to anticipate risks and develop creative, effective solutions 
• Proven ability to influence, collaborate, and navigate change within complex environments 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities