Sr. Business Analyst

Sr. Business Analyst

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Your Opportunity

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. This drives tangible near-term benefits for Schwab and our clients, including greater scale via increased levels of automation, greater clarity into operational processes, and more efficient and personalized service. Smart Processing also drives our long-term strategy through creation of data assets that will power AI and Machine Learning applications leading to even greater scale, personalization, and speed to market for Schwab's next generation of products and features.

As a Sr. Business Analyst for our Smart Processing Orchestrator Platform, you will work alongside the Product Owner to help carry out the product vision. You will translate complex business requirements into application user stories, ensuring features are consistent with our overarching platform strategy and accelerating value delivery to our business partners, advisors, and clients. As a key member of a cross-functional product team, you will contribute to the evolution of underlying technology solutions, workflow processing, and advisor experience elements. You will be responsible for identifying use cases to drive new features and functionality, collaborating with cross-enterprise teams to ensure successful launch, user adoption, and realization of client and business value.

Workplace Flexibility Program: Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.
• Most Schwabbies have the opportunity to work in the office and/or at home based on their preference
• Employees may have the flexibility for a hybrid schedule, where they divide their time between working remotely or in the office.
• Employees and managers can discuss additional flexibility options based on their role, business needs, and individual circumstances.

Subject to change. Schwab is continually evaluating its approach to ensuring the safety and well-being of our employees

What you are good at

• 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
• Coordinating project activities that span multiple technology teams across the company
• Gathering and documenting requirements as user stories, translating functional requirements to technical requirements
• Partnering with the Product Owner to establish a vision and execution strategy for the scrum team
• Supporting user's 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
• Participating in backlog grooming and refinement scrum ceremonies
• Attending scrum ceremonies and provide feedback on sprint achievements & goals
• Monitoring the progress of product development, and assist with product release planning and testing

What you have

This role requires a highly motivated, organized, and experienced business-focused individual with a proven record of software delivery in a rapidly changing agile environment.

• 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 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
• A background in the financial services industry is a plus
• 5+ years of experience in technical analysis or operations experience for an investment management firm with focus on data-related functions highly preferred

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further .

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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 or call.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.