Join Charles Schwab as a Senior Specialist in Business Planning and Analysis, where you'll lead client integrations onto our brokerage platform. Collaborate with various teams to ensure alignment with client needs while providing exceptional support throughout the implementation process.
Key Responsibilities
Provide coordination during client development, testing, and deployment integration
Understand clients’ business requirements and integration needs
Act as the primary liaison between PCIS and clients’ technology teams for testing activities
Provide hands-on support and troubleshooting during implementation
Work with the Agile delivery team to craft customer-centric user stories
Monitor clients’ daily file transmission
Prepare and participate in Quarterly installs for system enhancements and bug fixes
Required Qualifications
Subject matter expert on Brokerage Plans and account integrations
Experience in financial services
Degree or equivalent experience
Strong communication skills - written and verbal
Proficiency with Microsoft office applications
Capable of working independently and as part of a team
Demonstrated success in supporting multiple projects with short timelines
2-3 years Data analysis
3-4 years strong analytical problem-solving skills
3-4 years Agile (scrum) experience; creating and prioritizing stories in JIRA
2 years SQL, script writing
Preferred Qualifications
4-7 years’ experience in Self Directed Brokerage Accounts
3-4 years’ experience with Popweb, Client Central, Scube, SAC and EMTR
2 years SAFe experience; PI/Sprint planning, Agile ceremonies
SAFe certified
API experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance