Join Charles Schwab as a Senior Specialist in Business Planning and Analysis, where you'll lead client integrations for Personal Choice Retirement Accounts and Health Savings Accounts. Collaborate with various teams to ensure client needs are met and make a significant impact in transforming the finance industry.
Key Responsibilities
Coordinate client development, testing and deployment integration
Understand client business requirements and present tailored options
Liaison between PCIS, internal QA resources and client technology teams
Provide support and troubleshooting during implementation
Work with Agile delivery team to craft customer-centric user stories
Monitor clients’ daily file transmission
Prepare and participate in Quarterly installs for system enhancements
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
Ability to work independently and as part of a team
Demonstrated success in supporting multiple projects with short timelines
2-3 years data analysis experience
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 sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance