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Your Opportunity
The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for best-in-class service, protecting and safeguarding the assets of the firm and our clients, all while increasing scalability and efficiency.Within Operational Services, the Transformation Solutions Team (TST) is a multi-functional group that is helping to drive transformation across Operational Services and the broader firm. We use a variety of methodologies, tools and capabilities to drive large-scale change. We partner with teams across Schwab to deliver best-in-class experience, service, and processing solutions for our clients and advisors.TST stewards Schwab's Smart Processing strategy, which is at the center of Schwab's sustainable competitive advantage. Smart Processing requires end-to-end, ecosystem strategy, vision, planning, and execution. A key platform in this strategy is myQ which is our centralized case management tool built on the Pega platform that receives and routes client requests in need of Servicing or Operational processing. Core principles such as standardized SLA and urgency models, skills and prescriptive routing ensure requests are prioritized and assigned appropriately.Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.- Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference
- When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
- Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.
- Partnering with leaders in communications, field integration, product development and the business to drive the successful implementations of process redesign initiatives
- Working with a multitude of partners to document requirements that drive transformational change to existing business processes
- Coordinating project activities that span multiple technology teams across the company
- Gathering and document requirements as user stories, translating functional requirements to technical requirements, and identifying options
- Partnering with a Product Owner to establish a vision and execution strategy for the scrum team
- Supporting users post-deployment, identifying issues and driving resolution with our Technology partners
- Partnering with business users and act as a liaison between business and technical teams
- Coordinating development, testing, and implementation of solutions with technology partners
- Highlighting product features and tell stories in a manner clearly understandable to the development team
- Helping to manage and develop product backlog, as well as user stories backlog for implementation
- Participating in backlog grooming and refinement scrum ceremonies
- Attending scrum ceremonies and provide feedback on sprint achievements & goals
- Monitoring the progress of product development, and assist with product release planning and testing
- Demonstrated experience as a Business Analyst with track record of delivering business process requirements and use cases is required
- Solid experience and understanding of Agile in developing epics, themes, user stories, supplementary requirements, and business rules is essential
- Strong interpersonal, analytical, problem-solving, influencing, prioritization, decision- making and conflict resolution skills
- Excellent written and verbal communication skills
- Bachelor's degree, preferably in technical field
- Experience driving innovative and strategic enterprise data solutions
- Experience using JIRA and Confluence, or equivalent tools is required
- A background in the financial services industry is a plus
- 5+ years of experience in technical analysis or operations experience for an investment management firm with focus on data-related functions highly preferred
Vacancy expired!