Charles Schwab

Senior Business Systems Analyst

Charles Schwab$100K — $120K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Knowledge of software development methodologies and the Software Development Life Cycle (SDLC)
  • Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Visio
  • Bachelor's Degree or equivalent
  • 3+ years in business analysis, systems analysis, or related fields
  • Experience in Agile environments with tools like Jira and Confluence (preferred)

Responsibilities

  • Conduct requirements elicitation sessions with stakeholders to define business objectives and outcomes
  • Develop and document business requirements, use cases, and process flows
  • Analyze current-state processes alongside Product Owners and Architects to define future solutions
  • Identify risks, dependencies, and opportunities across business processes
  • Create and maintain business architecture documentation, such as process models and capability maps
  • Facilitate workshops to align business and technology stakeholders
  • Recommend process improvements for future scalability and efficiency

Benefits

  • Opportunity to work on a multi-year modernization initiative
  • Collaborative environment with cross-functional teams
  • Engagement in Agile methodologies and practices
  • Ability to influence enterprise technology initiatives
  • Diverse and complex technology projects in the financial services sector
Full Job Description
Your Opportunity

The Payments, Assets, and Transfers Hub (PATH) Program is a multi-year modernization initiative focused on transforming Schwab's move money capabilities through the delivery of scalable, reusable platform services. The team partners closely with business and technology stakeholders to define future-state capabilities, improve the client and operational experience, and support the firm's long-term technology strategy. 

The Business Systems Analyst (BSA) plays a critical role in defining and documenting business requirements, developing business architecture artifacts, and supporting the discovery and analysis activities that shape future PATH capabilities. This individual will work closely with Product Owners, Architects, Business partners, Operations teams, and Technology teams to evaluate current-state processes, define future-state solutions, and establish the requirements needed to support upcoming modernization efforts. 

The ideal candidate will possess strong analytical and problem-solving skills, experience working on complex technology initiatives, and the ability to translate business needs into actionable requirements while maintaining alignment between business objectives and technology solutions.

 

What You'll Do 

  • Conduct requirements elicitation sessions with business and technology stakeholders to understand business objectives, pain points, operational impacts, and desired outcomes
  • Develop and document business requirements, use cases, process flows, business rules, and supporting artifacts needed to define future capabilities
  • Partner with Product Owners, Architects, and Technology teams to analyze current-state processes and define future-state business and system solutions
  • Identify dependencies, impacts, risks, and opportunities across platforms, applications, and business processes
  • Create and maintain business architecture documentation, including process models, capability maps, workflow diagrams, and operational flows
  • Support decomposition of complex business initiatives into actionable scope that can be refined and transitioned into implementation teams
  • Facilitate workshops and working sessions that drive alignment across business and technology stakeholders
  • Develop expert knowledge of the move money ecosystem, platform services, system interactions, and operational processes supported by PATH
  • Partner with Agile teams to support planning, refinement, testing, and implementation activities as needed
  • Recommend process improvements and future-state solutions that improve scalability, efficiency, and client outcomes.

 

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. 

 

Required Qualifications: 

  • Knowledge of software development methodologies and the Software Development Life Cycle (SDLC)
  • Competence with Microsoft Office products, including Word, Excel, PowerPoint, and Visio
  • Bachelor's Degree (minimum education)
  • 3+ years of experience supporting business analysis, systems analysis, requirements management, or related disciplines 

Preferred Qualifications:

  • Money movement experience
  • Experience supporting platform modernization, large-scale transformation programs, or enterprise technology initiatives
  • Experience working in Agile environments with tools such as Jira and Confluence
  • Familiarity with APIs, integrations, data flows, and enterprise platforms. 

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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