Charles Schwab

Senior Salesforce BSA

Charles Schwab$100K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Business, Information Systems, Computer Science, Engineering, Finance, or a related field
  • 10+ years in business systems analysis or product delivery within financial services
  • 10+ years supporting Salesforce initiatives as a Business Systems Analyst
  • 10+ years experience in wealth management, asset management, or advisory services
  • Experience in Agile/Scrum environments with cross-functional teams
  • Strong understanding of Salesforce capabilities including Sales Cloud and Service Cloud
  • Proven experience with requirements management and solution evaluation

Responsibilities

  • Advancing the Salesforce ecosystem to enhance client and advisor experiences
  • Translating complex business challenges into scalable Salesforce solutions
  • Identifying opportunities for workflow optimization and operational efficiency
  • Driving alignment among diverse stakeholders and facilitating decision-making
  • Defining and managing requirements throughout the delivery lifecycle
  • Collaborating closely with product owners, engineers, and business leaders
  • Contributing to the continuous improvement of Salesforce solutions and best practices

Benefits

  • Flexible work environment
  • Opportunities for professional growth and mentorship
  • Involvement in meaningful, high-impact projects
  • Exposure to advanced Salesforce capabilities
  • Collaborative Agile team culture
Full Job Description
Your Opportunity

As a Senior Salesforce Business Systems Analyst, you will play a critical role in advancing Schwab Asset Management’s Salesforce ecosystem and the business capabilities that support wealth management, asset management, advisor enablement, client servicing, and operational excellence. Working across business, product, architecture, engineering, and operations teams, you will help translate complex business challenges into scalable Salesforce solutions that improve client and advisor experiences while supporting strategic business outcomes.

 

In this role, you will leverage strong analytical thinking, business process analysis, and problem-solving skills to identify opportunities for workflow optimization, platform enhancement, and operational efficiency. You will drive alignment among diverse stakeholders, facilitate informed decision-making, and ensure that requirements are clearly defined and traceable throughout the delivery lifecycle. Your ability to navigate ambiguity, assess business impacts, and balance short-term priorities with long-term platform health will directly influence the success of key technology initiatives.

 

You will be part of an Agile team environment where collaboration, adaptability, and continuous improvement are highly valued. By partnering closely with product owners, engineers, architects, and business leaders, you will contribute to the delivery of intuitive, scalable, and compliant Salesforce solutions while helping to shape best practices, mentor team members, and support ongoing modernization efforts. This is an opportunity to make meaningful contributions to a strategic platform while growing your expertise in a highly visible and impactful area of the organization.

What you have

Required Qualifications

  • Bachelor’s degree in Business, Information Systems, Computer Science, Engineering, Finance, or a related field
  • 10+ years of experience in business systems analysis, solution analysis, or product delivery roles supporting financial services organizations
  • 10+ years of experience supporting Salesforce platform initiatives in a Business Systems Analyst, Functional Analyst, or product-focused capacity
  • 10+ years of experience supporting wealth management, asset management, advisory services, investment operations, or related financial services businesses
  • Experience working in Agile/Scrum environments with cross-functional teams
  • Strong understanding of Salesforce capabilities, including one or more of Sales Cloud, Service Cloud, or Force.com
  • Demonstrated experience gathering, documenting, prioritizing, and managing business requirements, user stories, process flows, business rules, and acceptance criteria
  • Proven ability to analyze complex business problems, evaluate solution alternatives, and recommend scalable approaches that align with business objectives
  • Strong communication and stakeholder management skills with the ability to collaborate effectively across business, product, architecture, engineering, testing, and operations teams
  • Demonstrated analytical thinking, prioritization, decision-making, and problem-solving capabilities
  • Experience supporting large-scale enterprise platforms in regulated or highly controlled environments

Preferred Qualifications

  • Salesforce Administrator Certification
  • Salesforce Business Analyst Certification
  • Salesforce Sales Cloud Consultant Certification
  • Salesforce Service Cloud Consultant Certification
  • Experience with CRM Analytics, Data Cloud, Einstein AI, OmniStudio, or other modern Salesforce platform capabilities
  • Experience using Salesforce Data Loader for data management and platform support activities
  • Experience developing or leveraging reporting, analytics, and dashboard solutions to support business decisions
  • Experience mentoring analysts and contributing to business analysis standards, methodologies, and best practices
  • Experience supporting enterprise-scale digital transformation or platform modernization initiatives

 

In addition to the salary range, this role is 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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