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Your OpportunityAt 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. The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for best-in-class service, protecting and safeguarding the assets of the firm and our clients, all while increasing scalability and efficiency. Within Operational Services, the Transformation Solutions Team (TST) is a cross-functional group that is helping to drive transformation across Operational Services and the broader firm. We use a variety of methodologies, tools and capabilities to drive large-scale change. We partner with teams across Schwab to deliver best-in-class experience, service, and processing solutions for our clients and advisors.TST stewards Schwab’s Smart Processing strategy, which is at the center of Schwab’s sustainable competitive advantage. Smart Processing requires end-to-end, ecosystem strategy, vision, planning, and execution. A key platform in this strategy is myQ which is our centralized case management tool built on the Pega platform that receives and routes client requests in need of Servicing or Operational processing. Core principles such as standardized SLA and urgency models, skills and prescriptive routing ensure requests are prioritized and assigned appropriately.As Sr. Business Analyst on the Pega platform, individuals will have responsibility for the management and welfare of Pega capabilities at all lifecycle stages. Day-to-day responsibilities include hands-on administration and issue resolution for the platform. This includes analyzing the needs of business stakeholders, translating feature requirements into a business specification, and managing the phases of delivery for enhancements and cross-platform project deployments.This individual must collaborate effectively with diverse business and technology partners across the firm, leveraging cross functional teams to deliver end user delighting experiences that balance tight timelines with multiple priorities (and risks) while exercising good business judgment.
Partnering with leaders in communications, field integration, product development and the business to drive the successful implementations of process redesign initiatives
Working with a multitude of stakeholders to document requirements that drive transformational change to existing business processes
Gathering and documenting requirements as user stories, translating functional requirements to technical requirements, and identifying options
Partnering with a Product Owner to establish a vision and execution strategy for the scrum team
Supporting users post-deployment, identifying issues and driving resolution with our Technology partners
Partnering with business users and act as a liaison between business and technical teams
Coordinating development, testing, and implementation of solutions with technology partners
Highlighting product features and tell stories in a manner clearly understandable to the development team
Helping to manage and develop product backlog, as well as user stories backlog for implementation
Monitoring the progress of product development, and assist with product release planning and testing
What you haveThis role requires a highly motivated, organized, and experienced business-focused individual with a proven record of software delivery in a rapidly changing agile environment.
5 + years of demonstrated experience as a Business Analyst with track record of delivering business process requirements and use cases is required
Solid experience and understanding of Agile scrum methodology in developing epics, themes, user stories, supplementary requirements, and business rules is essential
Strong interpersonal, analytical, problem-solving, influencing, prioritization, decision- making and conflict resolution skills
Excellent written and verbal communication skills
Bachelor’s degree, preferably in technical field
Experience driving innovative and strategic enterprise data solutions
Experience using JIRA and Confluence, or equivalent tools is required
Direct experience with Pega is a plus
A background in the financial services industry is a plus
What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
What’s in it for you:At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
