Sr Manager, CS&S Business Analysis

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

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 Sr. Manager, CS&S WCBS Enablement & Support Business Analysis role will focus on Participant Services (PS) key projects and initiatives designed to improve the participant experience, drive business goals and objectives, create efficiencies, and reduce costs and risk to the firm. The Sr. Manager will collaborate with internal partners to develop enhanced processes, drive implementation planning and execution, field communications, and reporting activities to execute assigned initiatives. 

What you are good at-

• Strategic Execution – Ability to lead multiple complex initiatives with competing priorities and business tradeoffs
• Influence and Partnership – Demonstrates broad, trusted expertise across multiple business areas, and uses that perspective to anticipate needs, build connections, and drive outcomes
• Change Leadership: Leads change by anticipating impacts, shaping approaches, and aligning stakeholders
• Customer Orientation - Demonstrates concern for and prioritization of satisfying one's external and/or internal customers
• Fostering Teamwork - Ability to coach, mentor, or develop teammates through day-to-day interactions, project leadership, and peer support

What you have

Required qualifications:

• 12+ months of experience working on the WCBS Enablement & Support team
• Extensive expertise in specialized areas of Participant Services operations and procedures
• Demonstrated proficiency in developing Participant Services resources and communications
• Strong client focus (internal and external), an understanding of client needs and workflow, and an ability to communicate these needs to internal partners including Schwab senior management
• Superior follow-up, along with excellent communication and interpersonal skills
• Superior listening skills to better understand internal client needs
• Ability to weigh multiple stakeholder perspectives, escalate issues, and drive timely and effective decision-making
• Strong analytical skills and attention to detail
• Strategic mindset and approach
• Ability to adapt and implement changes as market and business conditions evolve
• Ability to analyze business processes, identify opportunities for improvement, and build plan to execute on changes
• Strong organizational skills and ability to manage concurrent projects
• Ability to identify and solve complex issues in a team environment working with various levels of management and business partners
• Proactivity with creating efficiencies and improving the participant experience
• Advanced Microsoft Office skills in Excel, Word, and PowerPoint
• Bachelor’s Degree or work equivalent preferred
• Series 7 and 63 or equivalent
• Series 9/10
• 36+ months of Participant Services experience

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