Charles Schwab · 1 day ago
Senior Manager, Business Systems Analyst
Westlake, TX
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a company focused on transforming the finance industry through innovative thought and problem solving. The Senior Manager, Business Systems Analyst will lead client system integrations and collaborate with internal and external stakeholders to deliver innovative solutions that meet client needs.
Financial Services
No H1B
Responsibilities
Client Integration Leadership: Directly engage with clients to implement new retirement software integrations and optimize existing connections, ensuring seamless onboarding and ongoing support
Retirement Industry Expertise: Apply deep knowledge of retirement operations, recordkeeping systems, and service processes to address complex client issues and drive continuous improvement
Requirements & Specifications: Interpret, create, and edit detailed file and API specifications. Document and communicate complex technical processes for both internal and external stakeholders
Risk & Issue Escalation: Act as the ‘eyes and ears’ for leadership, escalating issues and trends that may present risks, and ensuring timely communication of process risks or team challenges
Collaboration & Training: Partner with business, technology, and operations teams to resolve issues, share knowledge, and provide effective training on systems and processes
Project Ownership: Take ownership of assigned project tasks, ensuring timely completion and proactive follow-up on deliverables and information requests
Continuous Improvement: Identify and implement process improvements, leveraging situational awareness and peer reviews to enhance team performance and client satisfaction
Reporting & Documentation: Maintain accurate procedure documentation and ensure timely, detailed updates. Track and report key metrics and deadlines
Qualification
Required
Bachelors degree required
5–10 years of experience working with Trust Accounting systems in support of independent recordkeepers, third-party administrators, data aggregators, RIAs, custodians, or plan sponsors
5+ years of product management or business experience, ideally in an Agile environment
Deep knowledge of retirement plans, including the operational complexities impacting plan administration, recordkeepers, and advisors
Proven ability to build strong relationships and collaborate effectively with clients, subject matter experts, and project stakeholders
Demonstrates initiative as a self-starter and excels at solving complex problems with critical thinking and attention to detail, while thriving in a fast-paced, innovative environment
Ability to translate complex business needs into precise requirements and documentation that drive clarity, alignment, and project success
Preferred
Experience with Mainframe systems
Familiarity with tools and systems such as Confluence, SharePoint, SQL, JIRA, and Secure File Transfer Protocol applications
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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