Pay range:

USD $102,500.00 - $145,000.00 / Year

Your opportunity

At Schwab, our purpose is to help people invest and plan for their futures with confidence. Schwab Technology Services supports this mission by delivering innovative, reliable technology solutions that power how clients manage their money.

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). This role is expected to be in the office 4 days a week.

The Compliance & Legal Vendor Technology organization provides a coordinated technology approach to continuously enhance Schwab's Corporate Systems platforms. We are a collaborative, forward-thinking team that values curiosity, accountability, and practical problem solving.

In this role, you'll translate complex business needs into clear, high-impact technology solutions that improve how work gets done. You'll partner closely with business and technical teams to modernize systems, streamline processes, and deliver measurable outcomes. Our work is guided by a "through clients' eyes" mindset-putting people, trust, and results first-while fostering a welcoming, inclusive environment where everyone can contribute and grow.

What You'll Do:

• In this role, you'll focus on understanding business needs, shaping technical solutions, and supporting projects from discovery through delivery.
• Translate business needs into clear technical solutions and requirements used throughout the development lifecycle
• Partner with stakeholders to define and refine functional specifications, system context diagrams, and use cases
• Contribute to process improvements and the adoption of new technologies that support faster, more flexible product delivery
• Perform data analysis to support design decisions and impact assessments
• Review and validate test cases to ensure solutions meet requirements
• Create mock-ups or wireframes to support user interface design and usability
• Manage change requests and document work through Jira
• Support projects across planning, development, testing, and deployment
• Define project scope, milestones, phases, and key deliverables
• Monitor project progress, resolve issues, and communicate status and risks clearly to partners and leadership
• Facilitate productive requirements discovery sessions with confidence and subject-matter expertise
• Act as a liaison between business and technical teams to align expectations and resolve issues
• Identify risks early and propose thoughtful, practical solutions
• Support production issues by documenting root causes and partnering with teams to drive resolution

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have:

Required Qualifications:

• Bachelor's degree in an IT-related field or equivalent practical experience.
• Minimum 5 years of experience in business analysis, product management, or a similar role.
• 5 or more years of experience working with data, including complex SQL, data mapping, and ETL processes.
• Experience collaborating with both business and technical teams to gather requirements and perform impact analysis.
• Experience assessing upstream and downstream impacts of data and system changes.
• Project management experience with the ability to guide initiatives to successful completion.
• Working knowledge of software development life cycle (SDLC) practices, including both Agile and Waterfall methodologies.
• Experience partnering with quality assurance and production support teams.
• Strong analytical, problem-solving, prioritization, and decision-making skills.
• Effective written and verbal communication skills.
• Experience using tools such as MS Project, Excel, Word, Visio, and general familiarity with Outlook, Visual Studio, and other Microsoft Office applications.

Preferred Qualifications:

• 3 or more years of experience in the financial services industry.
• Experience creating mock-ups or wireframes for user interface design.
• Ability to anticipate risks and propose creative, effective solutions.
• Demonstrated ability to influence, collaborate, and navigate change in a complex environment.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

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

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