Charles Schwab

Business Architect, Smart Processing Ecosystem

Charles Schwab$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in business architecture, technical analysis, or operations in financial services
  • Proficient in JIRA/Confluence, Github Copilot, and process mapping tools
  • Solid understanding of Agile methodologies, developing user stories and business rules
  • Advanced problem-solving and analytical skills with strong technical intuition
  • Bachelor's degree in a technical field or similar experience

Responsibilities

  • Gather and document requirements from multiple stakeholders to develop clear functional requirements
  • Collaborate with Product Owners and Managers to create and execute the vision for product initiatives
  • Liaise between technology teams and business partners to translate functional objectives into actionable tasks
  • Coordinate development, testing, and implementation efforts with internal and vendor teams
  • Monitor product development progress, assisting in release planning and testing workflows
  • Foster relationships with stakeholders to align on goals and improve collaboration
  • Present innovative ideas and improvements to enhance product delivery processes

Benefits

  • Opportunity for in-office collaboration
  • Engagement in large-scale transformation initiatives
  • Participation in a dynamic cross-functional team environment
  • Involvement in projects that enhance scalability, efficiency, and service quality
  • Potential for bonus or incentive opportunities
Full Job Description
Your Opportunity

The Schwab Bank Platform Team creates a collaborative connection between Business and Technology to identify, define, prioritize, and deliver high value Core Banking business capabilities and competitive bank features while optimizing for operationsefficiency and scale.

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).

The Transformation Solutions team at Schwab is a cross-functional group that is helping to drive transformation across the firm. We use a variety of tools and capabilities to drive large-scale change. Alongside our business and technology partners, we are responsible for protecting and safeguarding the assets of the firm and our clients while continuing to increase scalability, efficiency, and service experience.

The Business Architect role is central to Schwab27s transformation efforts and the firm27s broader 22Smart Processing22 strategy. Smart Processing is at the center of Schwab27s sustainable competitive advantage. Smart Processing requires end-to-end, ecosystem strategy, vision, planning, and execution. When executed well, it drives tangible near-term benefits for Schwab and our clients, including greater scale via increased levels of automation and straight-through processing, greater transparency into service and operational processes, and more efficient and personalized service. Smart Processing also drives our long-term strategy through creation of data assets that will power AI and Machine Learning applications leading to even greater scale, personalization, and speed to market for Schwab27s next generation of products and features.

As a Business Architect for our Smart Processing ecosystem, you will need to work closely with our Program and Product Managers and process experts to translate their vision and strategy into functional initiatives / initiative-level acceptance criteria that can be consumed, prioritized and actioned by Scrum Teams representing a variety of platforms. You will also be responsible for creating System Interaction Diagrams (Functional), User 2D System Interaction process flows and other functional requirement artifacts as needed at the Smart Processing engagement level. The artifacts you create should be clearly understood by the underlying platform teams and enable them to create effective platform level functional requirements.

You will play a critical role in the PI Planning and delivery process by collaborating with multiple POs, BAs and scrum teams that span several areas / technologies across the enterprise (Digital, BPM Tools, CRM Tools, Middleware & Mainframe systems) to deliver solutions that provide value for Schwab and our clients.

What you27re good at
  • Gathering, documenting and validating requirements as initiatives / epics / user stories, translating functional requirements to technical requirements, and identifying scalable solutions
  • Partnering with Product Owners and Product Managers to establish a vision and execution strategy
  • Highlighting product features and explaining initiatives in a manner clearly understandable to multiple scrum teams (up to 5-8 Scrum Teams)
  • Creating constant awareness of the backlog's health and managing the progress and maintenance of the entire engagement along with the Product Manager
  • Playing the role of a functional requirement SME and assisting multiple scrum teams with removing impediments and blockers
  • Presenting new ideas, tools, and resources to improve the product evolution process
  • Being able to liaison between lines of business and the development teams, while working with a wide range of stakeholders and collaborating with your team
  • Identifying technology and design issues, coordinating with team members and driving resolution across multiple teams and stakeholders
  • Collaborating with cross-functional teams and end-users to create solutions that improve the experience, deliver value, and are synergistic to product roadmaps and future-state vision
  • Coordinating development, testing, and implementation of solutions with vendors as needed
  • Monitoring the progress of product development, and assisting with product release planning and testing
  • Developing meaningful relationships with various stakeholders across the enterprise to achieve common goals

Demonstrating a pragmatic approach to product design and delivery; a 27bias to action27 and a positive attitude when approaching complex situations

What you have

This role requires a highly motivated, organized, and experienced business-focused technology individual with a proven record of software delivery in a rapidly changing agile environment.

Required Qualifications

  • Experience in documenting requirements on large end to end initiatives that include multiple technology teams across the enterprise (Digital, CRM, BPM, Middleware, Backend/ Mainframe)
  • Demonstrated experience as a Business Architect with track record of delivering innovative and strategic business process requirements for large scale software solutions delivery
  • Ability to articulate new product features and capabilities in clear use cases
  • Proficient user of relevant tools, including Github Copilot, JIRA/Confluence, and process mapping tools
  • Solid experience and understanding of Agile in developing epics, themes, user stories, supplementary requirements, and business rules
  • Superior communication skills, both written and verbal, including the ability to develop concise and effective communications tailored to specific audiences
  • Advanced problem solving, analytical and technical skills
  • Exemplary technology intuition and judgment to help the team solve problems in a way that drives continuous improvement across the program
  • Bachelor27s degree, preferably in technical field

Preferred Qualifications

  • Prior experience in transformation, consulting, or product management preferred
  • Experience working in the financial services industry is a plus
  • 5+ years of experience in technical analysis or operations experience with an asset or investment management firm with a focus on data-related functions; highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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