Business Systems Analyst

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 location(s).

Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and   financial planning.

Workplace Services Engineering (WSE) is an organization within Schwab Technology Services that is embarking on a major transformation. We support Workplace Services, and we’re shaping the future of how people experience financial well‑being at work. We partner with leading employers to deliver innovative retirement, equity, and workplace financial solutions that help millions of participants build stronger financial futures. This is a fast‑growing, high‑impact business where scale meets purpose—where your work directly influences how people plan, save, invest, and succeed.  

As a key growth engine for the firm, we’re investing more than ever to expand our capabilities, modernize platforms, and elevate the experiences we deliver to employers and their employees. Our teams work at the intersection of technology, service, and financial expertise—supporting workplace clients with solutions that scale, adapt, and deliver meaningful outcomes. Here, your ideas help shape what’s next for workplace financial services. If you’re energized by solving complex problems, collaborating across disciplines, and making a real difference in the workplace services industry, you’ll find your place here.

Join us as a Technical Business Systems Analyst (BSA) and play a pivotal role in driving our digital transformation. In this position, you’ll help develop secure, scalable cloud platforms for our workplace financial services, ensuring alignment between technology and business objectives. This opportunity allows you to gain hands-on experience with advanced technologies, collaborate across teams, and deliver meaningful results for millions seeking financial well-being at work.

If you’re passionate about tackling complex challenges and making a real impact, Workplace Services Engineering is where you can thrive and grow.

Key Responsibilities

• Maintain clear product requirements, user stories, and business rules.
• Analyze performance data and feedback to drive improvements.
• Align scope, timelines, and delivery across teams.
• Monitor progress, manage dependencies, and address risks proactively.
• Lead scrum teams through the delivery lifecycle.
• Update stakeholders on status, risks, and decisions.
• Ensure brokerage products comply with regulations.
• Convert business and regulatory needs into actionable items.
• Keep technical documentation current.
• Work with QA, Production Support, Architecture, and Product teams to resolve issues and ensure delivery.

What you have

Required Qualifications

• BS/MS in Computer Science or related discipline.
• Minimum 4+ years of experience as an IT Business Analyst, or similar experience, preferably in a trading, financial services, or technology-driven firm.
• Strong analytical and problem-solving skills with the ability to work independently.
• Experience in data analysis, aggregation and reporting.
• Working knowledge of databases.
• Demonstrated ability to collaborate effectively and communicate technical concepts clearly.
• Familiarity with project management tools and methodologies (e.g., Agile, Jira, Confluence).
• Proficiency in Excel and various Project Management tools (Office 365 Planner).
• Exposure to cloud platforms (PCF/AWS/GCP/Azure) and Adobe Analytics
• Excellent communication, documentation, and stakeholder management skills.
• Ability to work independently and collaboratively in a fast-paced environment
• Familiarity with RESTful APIs, distributed systems, and integration patterns.
• Understands scaling, performance and availability concerns.

Preferred Qualifications

• Familiarity with brokerage operations such as trading workflows, custody, clearing, and settlement
• Knowledge of SEC, FINRA, ERISA, and HSA‑related regulatory requirements

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