Business Analyst

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Job description

Your Opportunity:
The Tax-Advantaged Product Management team provides the opportunity to have a great impact on a large portion of Schwab's client assets, as the team is responsible for individual retirement accounts (IRAs), minor and informative savings accounts, small business retirement accounts and complex accounts (e.g., trust accounts, organizational accounts). The team is accountable for product strategy, product management, process improvement, product offer design, and risk management.

Specifically, the Tax-Advantaged Product Management team has three main responsibilities: (1)Manage Schwab's tax-advantaged account platforms and complex accounts; (2) Lead regulatory and risk management initiatives and communications with client experience impact; and (3) champion Schwab's Interests on retirement and complex account product initiatives.

We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.

Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*

When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.

Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at:
The Senior Manager, Business Analyst will work closely with Tax Advantaged and Bank Trust Services leadership and partners from across the business to drive ground-breaking change. You will partner with several groups across the firm. The Senior Manager, Business Analyst role will be responsible for collaborating with the business on enhancing the end-to-end client experience, using digital strategies, streamlining processes, and simplifying the experience for our business partners.

Responsibilities include:

Project management and execution with cross-functional partners, including channel organizations (branch network, service centers, (url removed)), marketing, operations, legal, and compliance

Develop and deliver expertise on the regulatory and operational requirements

Lead quantitative and qualitative information-gathering and analysis to identify insights, evaluate opportunities and advise decisions to develop recommendations

Design and complete tactical implementation plans in close collaboration with key partners

Facilitate meetings, prepare agendas, timely follow-up

Support development of and assist with testing of processes in preparation for conversion

What you have:
Bachelor's degree

Series 6 or 7 license preferred

7+ years proven experience in financial services

Ability to gather insights, synthesize data, find opportunities, make recommendations, and create a plan to deliver the topmost client experiences

A technical orientation to understand and lead technology solutions

Relationship-building skills, including ability to influence and build consensus across organizations

Exceptional written and verbal communication skills, including ability to present at all levels of the organization

Sharp critical thinking skills (creative, strategic, and practical), ability to focus on the most vital areas, problem-solving skills, and strong business and relationship judgment

Outstanding "soft" skills with ability to engage with and lead a diverse range of partners

Ability to lead multiple projects simultaneously that vary in scope and complexity

Outstanding proficiency in all Microsoft Office applications, particularly Excel, Word, PowerPoint, and Visio; solid understanding of SharePoint

Professional - possess a positive demeanor, passion, partnership and professionalism, and strong work ethic with high level of integrity and ethics

Colorado Compensation

Target Total Compensation

[$92,200 -$145,800]

Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more