Manager, Business Systems Analyst, Client Integrations and Support
Charles Schwab
Job Overview As Manager, Business Systems Analysts, Client Integrations and Support , you will serve a key role in leading PCIS’s efforts to engage and showcase our capabilities to prospective and current clients by managing client integrations onto the Schwab Brokerage platform. You will work closely with business partners in PCIS, Relationship Management, Product Management, Compliance, and various scrum teams to set up plans and accounts primarily for the Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) products. You will also support testing activities, validate solutions against requirements, and partner with teams to address production issues by identifying root causes and guiding corrective actions. Applicants must be authorized to work in the United States now and in the future without employer sponsorship. This role requires on‑site work 4 days per week. Responsibilities Provide coordination during client development, testing, and deployment integration ensuring internal teams’ alignment with the client’s needs. Understand clients’ business requirements and integration needs, and present options tailored to those needs. Act as the primary liaison between PCIS and the clients’ technology team for testing. 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 transmission. Prepare and participate in quarterly installs after market close for system enhancements and bug fixes. Actively participate in SAFe ceremonies by creating user stories and low‑fidelity mock‑ups; back‑fill when the PO is unavailable. Required Qualifications Financial services experience. IT degree or equivalent experience. Strong communication skills – written and verbal. Proficiency with Microsoft Office applications. Ability to work independently and as part of a well‑coordinated team to meet business needs and target dates, successfully supporting multiple projects and priorities. 3+ years system analysis; analytical problem‑solving skills. 3+ years Agile (scrum) experience; creating and prioritizing stories in JIRA. 2+ years SQL, script writing. 1+ year experience with Figma or a similar tool used to create user interfaces. Preferred Qualifications 4+ years’ experience in Self‑Directed Brokerage Accounts. 3+ years’ experience with Popweb, Client Central, Scube, SAC, and EMTR. 2+ years SAFe experience; PI/Sprint planning, Agile ceremonies. API experience. Benefits 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. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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. #J-18808-Ljbffr Charles Schwab
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