Sr Specialist, 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).

Operational Services Account Solutions provides operational support for Advisor Services, Investor Services and Schwab’s International business. OSAS provides service to fulfill our purpose of championing every client’s goal with passion and integrity.  We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.

As a Business Analyst for Account Solutions, you will be responsible for delivering first class support to our offshore vendors and working extensively with the OSAS teams and business partners to help execute process improvement within the department.  The candidate will process various tasks along with performing analysis to uncover and find solutions for areas that need improvement. The candidate will represent the leadership team and be the voice of the business on projects, providing deep and timely insight into key issues facing OSAS.  Projects are broad in scope and require initiative, strategic thinking and leadership skills. The candidate must be comfortable facilitating groups and influencing individuals across a range of tenures and working styles. The candidate will need to be flexible and able to prioritize effectively to meet deadlines and manage interruptions without risking the success of department goals. Balancing attention to detail with the bigger picture is essential.  The candidate must be a self-motivated and results-oriented individual with strong teamwork skills who can make critical decisions that have high impact on the business.

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:

• Bachelor’s degree or equivalent business experience required
• Thorough knowledge of brokerage/financial services industry with 5 years prior Account Solutions experience strongly preferred. 
• Experience working with offshore vendor, minimum 5 years

Preferred Qualifications: 

• Training and coaching knowledge
• Positive attitude, enthusiasm, professionalism, integrity, and strong work ethic
• Excellent verbal and written communication skills to influence, build consensus and integrate complex information
• Must be team-oriented, great at problem solving, able to juggle multiple priorities and excel in a dynamic and fast-moving environment
• Passion for learning, driving process simplification and respectfully challenging the status quo
• Excellent judgment and risk analysis skills are required

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