Business Systems Analyst - Hybrid

Company: Charles Schwab
Location: Daly City
Posted on: June 30, 2025

Job Description:

Position Type: Regular Your opportunity Job Description 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. Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as a part of our ongoing commitment to democratize access to investing and financial planning. Your Opportunity This position will be part of Core Technology Solutions – Sales, Services and Marketing Technology (SSMT) building and managing Schwab Representative facing technologies. The CTS/SSMT Business System Analysts are dedicated to collaboratively understanding business needs and guiding them into sound technical solutions that are fit for purpose. They improve delivery outcomes through cross-functional cooperation and improvement of their development lifecycle methods. Ideal candidates enjoy fast-paced environments, thrive under ambiguity and embrace change passionately. What you are good at Business Systems Analysts are responsible for understanding and translating the needs of the business with the use of technology. They ensure their deliverables are aligned with business need and requirements, provide advice, and work cross-functionally with the project team. Experience leading different project roles is beneficial for success in this role. They possess strong inter-personal communication skills and time management skills with a strong ability to communicate and work well with others. They possess strong analytical skills and the ability to produce efficient solutions and protocols to meet the objectives through an Agile methodology. What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications Technical Expertise and Educational Requirements: *Please note, these requirements will be used to advance or disqualify candidates and must be objective and measurable. • Strong written and verbal communication skills • Strong analytical skills with the ability to always think of the big picture • Strong interpersonal skills to juggle multiple simultaneous projects • Identify, prioritize, and deliver tactical and strategic solutions that meet business objective and maximize business value • Partner with Product Owners to manage the business and stakeholder expectations within the defined program scope, vision, and release • Ability to conduct and facilitate with business partners requirement gathering, epic and user story creation • Support development on the activities needed to execute the business vision and goals for a defined release • Ability to translate larger project vision and business objective into deployable user stories • Development and support of test plans and user acceptance criteria for feature, user story and functional delivery • Act as a liaison between the business stakeholders and the technical team to effectively articulate the business deliverable • Active participant in planning quarterly deliverables by collaborating with the cross domain and integration team • Participate in program planning process by providing end to end business process and technical expertise input for strategic initiatives • Ability to design and development of a use cases and use case diagrams • Design and develop activity diagrams, context diagrams, intersystem dependency diagrams, and sequence diagrams • Work closely with the technical architects to create and maintain business process/architecture documentation • Collaborative design for a solution architecture which meets the program objectives and business needs • Integration of cloud services with internal applications and/or databases, including but not limited to integration layers and security layers • Experience with Web Services and API technologies • Champion business process streamlining and standardization of documentation across the domain of work • Be an advocate for the business systems analyst organization and its capabilities • Provide Agile guidance and drive the best practices with product owners and scrum teams • Maintenance and prioritize of backlog of work • Ability to document and facilitate risk and dependency management with cross team partners • Experience working in an Agile environment and collaborative user stories for technologies and must have CURRENT working experience with Schwab systems and processes Education and Qualifications: • Bachelor’s in computer science, information systems, engineering, or related field from an accredited university OR years of experience met • 10 years of business systems analysis experience • 8-10 years in business architecture or solution architecture • 8-10 years of Salesforce ecosystem experience with primary focus on platform integrations, APIs and ETL technologies Preferred Qualifications Technical nice-to-haves • Experience with Salesforce org migration from Classic to Lightning interface • Integration of internal and external 3rd party applications to Salesforce • Hands on experience with Salesforce profiles and permissions set structure • Extensive experience with customization of Salesforce workflows • Exposure and experience with regulatory and SOX requirement mandates • Knowledge and understanding of the Salesforce Financial Services Cloud platform • Salesforce Certified Administrator Job Family-Specific Competencies Strategic Thinking - Analyzing an organization’s competitive position and developing a clear and compelling vision of what the organization needs for success in the future Analytical Thinking - Approaching a problem by using a logical, systematic, sequential approach Oral Communication - Expressing oneself clearly in conversations and interactions with others Written Communication - Expressing oneself clearly in business writing Requirements Management - Streamlining requirement analysis, organization, and validation for efficient development and operation throughout the life cycle Building Collaborative Relationships - Ability to develop, maintain, and strengthen partnerships with others who can provide information, assistance and support In addition to the salary range, this role is also eligible for bonus or incentive opportunities What’s in it for you 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. 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

Keywords: Charles Schwab, San Ramon , Business Systems Analyst - Hybrid, IT / Software / Systems , Daly City, California