Pay range:

USD $105,600.00 - $234,600.00 / Year

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Our Opportunity:

The objective of the Asset Transfer Team is to provide and create increased processing efficiencies and an ease of doing business for core Asset Transfer functions: Cash & Securities Journals, Check Processing, Bank Transfers (ACH), and Wires; and ACATS, Non-ACATS and Mutual Funds Transfer of Account solutions for all of Schwab. We inspire client loyalty by creating and delivering a world-class operational support experience while also focusing on employee loyalty and team collaboration.

The team strives to implement a strategic vision for the platform including participation in design, requirements development, prioritization, development, testing and certification activities. This role is critical in the realization of the platform vision with focus on individual systems and their enterprise interdependencies.

The individual in this role will collaborate with key business & IT stakeholders and partners in defining scope, interpreting requirements and priorities for the modernization and transformation of these systems. The role will require a mix of business and technical knowledge in acting as a liaison/partner to maintain business and IT alignment. The ideal candidate should possess a good understanding of the banking industry, experience with the Agile framework and an integrated view for their products.

What you'll do:

• Serve as the primary contact between our business and IT partners to ensure that business requirements are well documented and technical solutions transformed to meet business strategies
• Conduct requirement-elicitation meetings with users, developers, system design architects, system integrators and vendors; understanding the context of critical stakeholder needs, pain points and business impact
• Partner with cross-functional business and technology teams to create process models, user epics/stories and/or initial use case survey/use cases
• Understand both business and technical dependencies between business areas and within systems that support or may be impacted by middle office functionality; upstream as well as downstream
• Perform planning and scoping for several inter-related initiatives to help senior-level business stakeholders make informed decisions about which initiatives to tackle and how
• Elicit, document and manage business requirements
• Facilitate and drive issues resolution and retrospectives between stakeholders
• Develop expert 'As Is' knowledge of platform systems and help define 'To Be' system solutions and flows
• Handle complex, high profile projects (across multiple domains, systems and stakeholders)
• Adapt to changing priorities and managing of multiple tasks
• Support business implementation process for new and/or enhanced system features
• Support biweekly recurring production evening release activities

What you have Required Experience

• 3-to- 5 years' experience managing requirements for multiple large, complex and cross functional projects. Emphasis on systems, technologies, business process redesign, and knowledge of technical environments
• 5 years' experience in software development methodology (Agile Framework) Competence in Microsoft Office tools including Outlook, Word, Excel, Power

Point and Visio:

• Bachelor's degree or equivalent business experience
• Strategic mindset to help drive product management decisions, governance, and long-term vision
• Product and project management skills; business judgment, including ability to balance resources, evaluate and address risks, and concisely articulate where trade-off decisions are to be made Proven ability to write business requirements, including user stories, use case development and work flow documentation
• High attention to detail and the ability to see things through from concept to implementation

Preferred Qualifications:

• Strong analytical and problem solving skills - ability to quickly analyze data to identify key insights and apply them to the business; quantitative and qualitative analysis
• Confidence in presenting both strategic and tactical vision to the team and management for both big-picture planning and day-to-day management of project goal
• Ability to align and unify ALL stakeholders to a shared vision and a common focus; including senior leaders
• Excellent communication, interpersonal, organizational and negotiation skills
• Strong orientation to clients, including ability to understand needs and apply this knowledge to product enhancements, online user experience, and communication content (internal and external)
• Ability to analyze and communicate technology recommendations to business stakeholders
• Securities Industry/Operational background preferred; a focus on cash management solutions
• Prior working knowledge of JIRA or any related Scrum tools preferred

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.

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