Technical Business Systems Analyst – Workplace Services Engineering

Your Opportunity

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.

Workplace Services Engineering (WSE) is an organization within Schwab Technology Services that is embarking on a major transformation. We support Workplace Services, and we’re shaping the future of how people experience financial well‑being at work. We partner with leading employers to deliver innovative retirement, equity, and workplace financial solutions that help millions of participants build stronger financial futures. This is a fast‑growing, high‑impact business where scale meets purpose—where your work directly influences how people plan, save, invest, and succeed.  

As a key growth engine for the firm, we’re investing more than ever to expand our capabilities, modernize platforms, and elevate the experiences we deliver to employers and their employees. Our teams work at the intersection of technology, service, and financial expertise—supporting workplace clients with solutions that scale, adapt, and deliver meaningful outcomes. Here, your ideas help shape what’s next for workplace financial services. If you’re energized by solving complex problems, collaborating across disciplines, and making a real difference in the workplace services industry, you’ll find your place here.  

The Senior Software Business Analyst (Senior BSA) plays a pivotal role in driving digital transformation across Workplace Services Engineering by aligning business objectives with scalable, secure technology solutions. This role serves as a strategic partner to Product Owners, Engineering, Architecture, QA, and Operations teams, ensuring clarity of requirements, regulatory compliance, and successful end to end delivery.

The Senior BSA brings deep expertise in business process analysis, Agile delivery, requirements engineering, and continuous improvement—while maintaining strong technical acumen to effectively collaborate in modern, cloud based software environments.

Business Analysis & Requirements Management
•    Collaborate with Product Owner to ensure healthy backlog for the team. 
•    Translate complex business, operational, and regulatory requirements into actionable backlog items.
•    Perform stakeholder analysis and lead requirements elicitation sessions across business and technology teams.
•    Maintain accurate, up to date technical and business documentation throughout the delivery lifecycle.
Process Optimization & Continuous Improvement
•    Analyze current state business processes and identify opportunities to improve efficiency, quality, and scalability.
•    Create and maintain formal process artifacts including process maps, SOPs, and work instructions. Manage and Create Data flow and system interaction diagrams. 
•    Drive Continuous Improvement (CI) initiatives using Lean IT practices such as Value Stream Mapping, problem solving frameworks, and benefit assessments.
•    Resolve complex process issues requiring interpretation against enterprise policies, standards, and controls.
Agile Delivery & Program Execution
•    Partner with Product Owners and Agile teams to align scope, timelines, dependencies, and delivery commitments.
•    Lead and support Scrum teams through the full delivery lifecycle.
•    Monitor progress, manage risks and dependencies, and proactively address impediments.
•    Provide regular status updates to stakeholders, highlighting risks, decisions, and outcomes.
Technical & Data Collaboration
•    Collaborate with Engineering, Architecture, QA, and Production Support teams to ensure high quality delivery.
•    Support solution design discussions with working knowledge of distributed systems, RESTful APIs, integration patterns, databases, and Java based technologies.
•    Analyze performance data, metrics, and feedback to drive product and process improvements.
•    Utilize data aggregation, analysis, and reporting tools to surface insights and support decision making.
Regulatory & Compliance Support
•    Ensure brokerage and workplace financial products comply with applicable regulatory and governance requirements.
•    Partner with risk, compliance, and legal stakeholders to convert regulatory needs into actionable delivery items.
•    Maintain audit ready documentation and traceability.

What you have

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

Required Qualifications

•    Bachelor’s or master’s degree in computer science or a related discipline or relevant experience in the financial domain as subject matter expert.
•    6–8 years of overall professional experience, including 4+ years as an IT / Software Business Analyst or similar role in a technology driven organization. Current working expereince with Schwab processes and systems.
•    1–3 years of experience working in Agile, Scrum, or SAFe delivery frameworks.
•    Strong experience with user stories, backlog management, and JIRA / Confluence.
•    Ability to extract, generate queries and interpret data from databases.
•    Understanding of systems analysis and design, scaling, performance, and availability considerations.
•    Experience with data analysis, aggregation, and reporting.
•    Excellent analytical, problem solving, communication, documentation, and stakeholder management skills.
•    Proficiency in Excel and project management tools.

Preferred Qualifications

•    Prior experience working in a software development role with ownership of end to end project deliverables.
•    Experience with Atlassian toolsets including Bitbucket, Bamboo, JIRA, and Confluence.
•    Familiarity with cloud platforms (PCF, AWS, GCP, or Azure) and analytics tools such as Adobe Analytics.
•    Understanding of Waterfall, Agile, and Scaled Agile (SAFe) methodologies.
•    Familiarity with brokerage and workplace financial services operations, including trading workflows, custody, clearing, and settlement.
•    Knowledge of SEC, FINRA, ERISA, and HSA regulatory requirements.
•    Exposure to Test Driven Development (TDD) or Behavior Driven Development (BDD) practices.

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