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About the Role

As Manager, Business Systems Analysis - UX, you will serve a key role in leading PCIS’s efforts to engage and showcase our capabilities to prospective and current clients by supporting client integrations onto the Schwab Brokerage platform. You will work closely with business partners to create wireframes, prototypes, and flows, and set up plans and accounts primarily for the Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) products.

Responsibilities

Understand clients’ business requirements and integration needs, and present options tailored to the clients’ needs.
Serve as the primary liaison between PCIS, internal QA resources, and the clients’ technology team for testing activities.
Provide hands-on support and troubleshooting during the implementation phase.
Work with the Agile delivery team to craft high-quality customer-centric user stories.
Monitor clients’ daily file transmissions.
Create simple SQL queries to validate data.
Prepare and participate in Quarterly installs after market close for system enhancements and bug fixes.
Actively participate in SAFe ceremonies by creating user stories, low-fidelity and high-fidelity wireframes, and user flows using UX design platforms like Figma, Balsamiq, or similar.

Requirements

Applicants must be authorized to work in the United States now and in the future without employer sponsorship.
Experience partnering with Product Owners, Business Analysts, developers, and stakeholders to translate business requirements into visual design concepts and interaction models.
Strong understanding of user-centered design principles, usability best practices, and accessibility standards to create intuitive digital experiences.
Financial services experience.
IT Degree or equivalent experience.
Strong communication skills - written and verbal.
Proficiency with Microsoft office applications.
Capable of working independently, and as part of a well-coordinated team to meet business needs and target dates, to successfully support multiple projects and priorities.
4+ years’ experience in Self Directed Brokerage Accounts.
Subject matter expert on Brokerage Plans and account integrations, with the ability to provide leading practices and recommendations.
3+ years’ experience with Popweb, Client Central, Scube, SAC and EMTR.
2+ years SAFe experience; PI/Sprint planning, Agile ceremonies.
API experience.

Skills

Figma
Balsamiq
SQL
Script writing
SAFe
PI/Sprint planning
Agile ceremonies
API

Location

On site

Work Type

On site
Full-time

Experience Level

3+ years system analysis
3+ years Agile(scrum) experience
2+ years SQL, script writing
2+ years of experience with Figma, Balsamiq or similar UX design platforms
2+ years SAFe experience

Education Level

IT Degree or equivalent experience

Salary/Compensations

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

About the Company

As a financial services leader, The Charles Schwab Corporation, Inc. aims to be the most trusted leader in investment services.
For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and independent advisors who serve them.
Personal Choice Investment Services (PCIS), within Workplace Services (WS), provides the industry leading Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA), through Charles Schwab & Co., PCIS is growing rapidly by providing PCRA & HSBA, to Schwab Retirement Plan Services and rest of the retirement and health savings industries.
The PCIS Group's objective is to deliver competitive products and services to the intermediaries it serves.
A strong understanding of the retirement market and the ability to identify our clients’ business needs is paramount to our success.
Within this group, the Client Integration and Support Team is responsible for onboarding Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) clients onto Schwab’s Brokerage platform.