Charles Schwab · 13 hours ago
Senior Systems Analyst, Client Integration Support - Retirement Business Services
Westlake, TX
Full-time
Hybrid
Mid, Senior Level
2+ years expCharles Schwab is a financial services leader aiming to be the most trusted leader in investment services. The Senior Systems Analyst will play a key role in client integrations onto Schwab’s Brokerage platform, working closely with various teams to ensure alignment with client needs and successful implementation.
Financial Services
No H1B
Responsibilities
Provide coordination during the client development, testing and deployment integration ensuring internal teams’ alignment with the client’s needs
Understand Clients’ business requirements and integration needs, and present options tailored to the clients’ needs. Primary liaison between PCIS, internal QA resources and the clients’ technology team for testing activities
Provide hands-on support and troubleshooting during the implementation phase
Works with the Agile delivery team to craft high quality customer-centric user stories
Monitor clients’ daily file transmission
Prepare and participate in Quarterly installs after market close for system enhancements and bug fixes
Qualification
Required
Subject matter expert on Brokerage Plans and account integrations providing leading practices, and recommendations
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 well-coordinated team to meet business needs and target dates
Demonstrated success in supporting multiple projects and priorities with short timelines
2+ years Data analysis
2+ years strong analytical problem-solving skills
2+ years Agile(scrum) experience; creating and prioritizing stories in JIRA
2+ years SQL, script writing and familiarity with tables and ETL
Preferred
3+ years' experience in Self Directed Brokerage Accounts
3+ years' experience with Popweb, Client Central, Scube, SAC and EMTR
1+ years SAFe experience; PI/Sprint planning, Agile ceremonies
SAFe certified
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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