Retirement Business Analyst Job at Charles Schwab
Your Opportunity
Retirement Business Services’ (RBS) business model is B2B & B2C. Our clients are large enterprise financial service firms, third-party administrators (TPAs), health-savings administrators, independent record-keepers (IRKs), financial advisors and plan sponsors (companies with retirement plans for their employees). All of these clients have something in common- they service, advise or provide retirement or health savings account options and products for companies (or their own employees) that provide retirement benefits to their employees. One critical group inside RBS is our Corporate Brokerage and Retirement Services (CBRS) group who services all RBS retirement accounts on the Broker Dealer platform. This includes such products as our very popular Self-Directed Brokerage Option (PCRA), HSA’s (HSBA), and Broker Dealer custody accounts.
In RBS and CBRS, we believe that:
Client expectations around simplicity and being easy to do business with are accelerating at a rapid pace.- Great service, delivered every time, all the time, is the only sustainable winning strategy.
- Scale matters today, and will matter more and more over time.
Service and scale are critical to running our day-to-day business and fueling growth.
If those beliefs resonate with you, consider our Sr. Business System Analysist opportunity. The CBRS Sr. Business System Analysist will perform a wide variety of technology, business system and data driven functions within CBRS. We are looking for an energetic and enthusiastic team player who is passionate about developing and maintaining technology solutions within CBRS and our client base. You take great pride in the implementation and maintenance of all CBRS technology platform processes to ensure consistent client connectivity, internal system integrity and launch of new technology features. You will represent CBRS technology retirements and processes to both internal and high-profile external clients all while maintaining a culture of positivity and collaboration that elevates the level of service we provide to our clients.
What you are good at
70% Analysis, documentation, training; 30% file transmission and client integration support
- Support RBS system integrations and issue resolution with large financial service firms and plan sponsors who are implementing CBRS Trading solutions or enhancing existing service technology model
- Aid with system and integration testing, issue analysis, and communication to business stakeholders
- Help document business requirements, create and maintain training material
- Represent the Business to investigate and problem solve system and technology issues for both internal and external clients
- Support business implementation process for new and/or enhanced system features
- Learn all middle office services business processes and system flows at a high level
- Support internal and external client application testing.
- Support client communication and product change initiatives that may require system support.
What you have
3+ years facilitation and presentation to internal and external customer- 3+ years creating and maintaining training or user documentation
- 3+ years of Business analysis experience; documenting requirement, creating flows diagrams; logical thinker
- A deep passion and understanding that your work is vital to the success of our clients and the CBRS business as a whole.
- Bachelor’s degree or equivalent experience required
- Basic Knowledge of retirement platform systems & applications that help define solutions and support the B2B model highly desired
- Agile methodology knowledge or certification a plus.
- Knowledge and/or experience in working with API’s, Data file transmissions and Broker Dealer trading systems preferred
Success Factors:
A deep passion and understanding that your work is vital to the success of our clients and the CBRS business as a whole.- A passion to learn complex systems and processes
- The humility to ask for assistance and confidence in expressing a point of view.
- Ability to foster relationships remotely and work as a team
- Sense of urgency and the ability to multi-task in a rapid paced environment, deliver on tasks and projects on time
- Willingness to work a flexible schedule when required due to pre-scheduled testing releases or rare, but urgent, remediation efforts.
- Excellent written and verbal communication skills
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Please Note :
chrismaxcer.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, chrismaxcer.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.