Manager, Business Analysis

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 locations.

The Manager, CS&S WCBS Enablement & Support role will support both the Retirement Plan Service (RPS) and Stock Plan Services (SPS) Participant Services teams.   The role will focus on key projects and initiatives designed to improve the participant experience, advance business goals, create efficiencies, and reduce costs and risk to the firm. The Manager will collaborate with internal partners to develop resources, enhance processes, and support the implementation, execution, communications, and reporting activities of assigned initiatives.

What you are good at

• Driving Change: Driving change by anticipating impacts, shaping approaches, aligning stakeholders, and helping to build adoption
• Continuous Improvement: Challenging assumptions, proactively identifying enhancement opportunities, and delivering actionable recommendations that address business needs
• Communication – Ability to clearly convey policies, procedures, and new initiatives through effective verbal and written communication
• Customer Orientation - Demonstrating concern for and prioritizing the satisfaction of external and/or internal customers
• Fostering Teamwork - The ability and desire to lead and work cooperatively with others on a team

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:

• Established expertise in RPS or SPS Participant Services operations and procedures, with the ability to further build expertise across both departments
• 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
• Team-oriented with the ability to act as a resource for development of the team’s effectiveness
• Intermediate to advanced Microsoft 365 skills in Copilot, Excel, Word, and PowerPoint
• 36+ months of RPS and/or SPS Participant Services experience

Preferred:

• Bachelor’s Degree or work equivalent preferred
• Series 7 and 63 or equivalent preferred

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