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).
Advisor, Wealth & Asset Management Technology (AWAT) partners closely with Schwab Asset Management and Wealth & Advice Solutions to deliver technology that supports investment decision‑making, risk monitoring, and regulatory alignment. As a Senior Specialist, Business Systems Analysis, you will play a critical role in shaping solutions that support investment risk and investment guidelines platforms.
In this role, you will work at the intersection of business and technology—partnering with product owners, engineers, and business stakeholders to translate complex investment and risk needs into clear, actionable requirements. You’ll contribute within an Agile environment where collaboration, curiosity, and continuous improvement are essential, and where your work directly supports better outcomes for clients and the teams who serve them.
You will have opportunities to deepen your business knowledge, strengthen your technical and analytical skills, and grow your career within a firm that values integrity, teamwork, and long‑term development.
What You Will Do
Translate business needs into clear, well‑defined functional requirements that enable scalable and reliable technology solutionsPartner closely with business stakeholders and technology teams to ensure shared understanding of requirements, priorities, and outcomesFacilitate requirements‑gathering sessions, workshops, and discussions with cross‑functional partnersDevelop and maintain documentation such as user stories, business rules, functional specifications, and process flowsCollaborate with Agile teams to support backlog refinement, sprint planning, and solution deliveryPartner with quality assurance teams to develop user acceptance test scenarios and support end‑to‑end testing activitiesSupport user acceptance testing by coordinating activities, validating outcomes, and ensuring readiness for releaseAnalyze data and system behavior to support risk monitoring, issue investigation, and continuous improvementAdapt to evolving priorities while managing multiple workstreams with attention to quality and timeliness What you haveRequired Qualifications
Minimum of 3 years of experience working as a business systems analyst, business analyst, or in a related role supporting technology solutionsExperience supporting asset management, investment risk, or investment guidelines platformsAbility to translate complex business needs into clear, structured requirements that technical teams can executeAbility to use SQL or similar tools to query and analyze large datasets for reconciliation, investigation, or reporting
Demonstrated skill in gathering requirements through collaboration, active listening, and thoughtful questioningExperience working in Agile or Scrum environments, including writing user stories and supporting iterative deliveryStrong analytical and problem‑solving skills, with the ability to evaluate data, identify risks, and recommend solutionsAbility to manage changing priorities and communicate effectively with diverse stakeholdersPreferred Qualifications
Understanding of financial data structures, data flows, and enterprise data platforms within large organizationsFamiliarity with equity, fixed income, and multi‑asset investment productsConfidence presenting ideas, findings, and recommendations to both technical and non‑technical audiencesDemonstrated ability to collaborate within cross‑functional teams and contribute to shared goals Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeedWhat’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 Application FAQsSoftware Powered by iCIMS
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