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 locations.
As a financial services leader, The Charles Schwab Corporation, Inc. aims to be the most trusted leader in investment services. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and independent advisors who serve them. Personal Choice Investment Services (PCIS), within Workplace Services (WS), provides the industry leading Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA), through Charles Schwab & Co., PCIS is growing rapidly by providing PCRA & HSBA, to Schwab Retirement Plan Services and rest of the retirement and health savings industries.
The Personal Choice Investment Services (PCIS) Group's objective is to deliver competitive products and services to the intermediaries it serves. A strong understanding of the retirement market and the ability to identify our clients’ business needs is paramount to our success. Within this group, the Client Integration and Support Team is responsible for onboarding Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) clients onto Schwab’s Brokerage platform.
As Manager, Client Integrations and Support, the candidate will serve a key role in leading PCIS’s efforts to engage and showcase our capabilities to prospective and current clients by managing client integrations onto the Schwab Brokerage platform.
In this role, you will work closely with business partners in PCIS, Relationship Management, Product Management, Compliance, and various scrum teams to set up plans and accounts primarily for the Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) products.
Responsibilities will include but not be limited to:
Strong communication skills - written and verbal Subject matter expert on Brokerage integration providing leading practices, and recommendations. Collaborate with clients to understand business requirements and integration needs and present options tailored to the clients’ needs. Provide coordination during the client development, testing and deployment integration ensuring internal teams’ alignment with the client’s needs. Primary liaison between PCIS and the clients’ technology team for testing. Provide hands-on support and troubleshooting during the implementation phase. Works with the Agile delivery team to craft high quality customer-centric user stories Collaborate closely with the scrum team to refine requirements while balancing feature development with operational impact Presents demos to our PCIS customers prior to releasing new enhancements Serve as an advocate for PCIS, managing change, and fostering buy-in for solutions across teams. Monitor clients’ daily file transmission Act of the voice for PCIS so the discretionary and non-discretionary work in prioritized Prepare and participate in Quarterly installs after market close for system enhancements and bug fixes. Proficiency with Microsoft office applications Experience in financial services Capable of working independently, and as part of a well-coordinated team to meet business needs and target dates What you have
Required Qualifications:
Degree or equivalent experience3-5 years of Data analysis3-4 years strong analytical problem-solving skills 3-4 years Agile(scrum) experience and ceremonies; creating and prioritizing stories in JIRA Financial services experienceProficiency in Microsoft applicationsDemonstrated success in supporting multiple projects and priorities with short timelinesBasic SQL skills1-2 years SAFe experience; PI planning, velocity calculationPreferred Qualifications:
3-4 years Data analysis 3-4 years’ experience with Popweb, Client Central, Scube, SAC and EMTR SAFe certified preferredIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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Why work for us?
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.
We offer a competitive benefits package to our full-time employees 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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