What are the responsibilities and job description for the Manager, Business Systems Analysis position at Charles Schwab?
Your opportunity
Our goal in Mutual Fund Operations (MFO) is to be the most admired and respected group within the industry. We are known for our spectacular customer service and flawless execution; the quality and breadth of our product offering; and the unparalleled professionalism of our employees.
MFO is a cross-functional team that handles multiple functions within Mutual Fund Operations. Including, but not limited to: Trading, Dividends, Trade Corrections, Contracts, Sub Accounting and Vendor Relationships.
Individuals in this role must have the ability to maintain a good working relationship with internal business partners and external vendors. A successful candidate will be adaptable to change and work collaboratively with cross-location business partners.
What You’ll Do
The Manager will be responsible for building automation solutions that drive business decision making, business strategy and process improvement as well as, project management and in-depth cost/benefit analysis for multiple project initiatives within Mutual Fund Operations. The individual in this role will be responsible for maintaining project plans, working with vendors to implement the solutions, testing plans, full system integration, and robust implementation plans on to the Schwab platform. This position is an individual contributor role.
What You Are Good At
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
Our goal in Mutual Fund Operations (MFO) is to be the most admired and respected group within the industry. We are known for our spectacular customer service and flawless execution; the quality and breadth of our product offering; and the unparalleled professionalism of our employees.
MFO is a cross-functional team that handles multiple functions within Mutual Fund Operations. Including, but not limited to: Trading, Dividends, Trade Corrections, Contracts, Sub Accounting and Vendor Relationships.
Individuals in this role must have the ability to maintain a good working relationship with internal business partners and external vendors. A successful candidate will be adaptable to change and work collaboratively with cross-location business partners.
What You’ll Do
The Manager will be responsible for building automation solutions that drive business decision making, business strategy and process improvement as well as, project management and in-depth cost/benefit analysis for multiple project initiatives within Mutual Fund Operations. The individual in this role will be responsible for maintaining project plans, working with vendors to implement the solutions, testing plans, full system integration, and robust implementation plans on to the Schwab platform. This position is an individual contributor role.
What You Are Good At
- Converting data into actionable business insights
- Analysis expert who leverages a variety of data platforms and analytical tools to provide timely, meaningful, consumable information
- Building deep contextual and domain knowledge
- Business integration and project management
- Systems integration testing coordination
- Vendor management (internal and external)
- Work with Management and MFO Teams to determine project requirements
- Ability to write clear, detailed, and technical business requirements for system enhancements and other initiatives
- Creating and managing project documentation to include project plans and supporting documentation
- Project meeting coordination and execution
- Resource planning
- Project risk identification and mitigation
- Maintain knowledge of decision points and woven timelines surrounding ongoing projects
- Stakeholder communication (internal and external stakeholders / customers)
- Collaborate with management on business strategy and opportunities
- 5 years financial services experience
- Intellectual curiosity with a strong desire to learn new things
- Excellent verbal and written communication skills
- Passion for delivering business insights and analytics
- Strong excel skills with the ability to learn new systems quickly
- Experience with SQL, writing queries to extract data is not required, but an ability to be a quick learner and gain proficiency is required for a successful candidate Experience gathering and documenting requirements
- Experience creating and managing project documentation
- Well-organized with good time management skills
- Self-starter and proven ability to work independently with little supervision
- Team player with an ability to work across all levels of an organization
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
