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.

Schwab Charitable’s mission is to increase giving in the U.S. with donor-advised funds (DAF) and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We offer tools, guidance, and relationships that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an independent 501(c)(3) public charity, Schwab Charitable donors have granted more than $33 billion to more than 246,000 charities. Visit SchwabCharitable.org for more information.

At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them.

Schwab Charitable was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day activities.

The Sr Manager, Business Analyst (individual Contributor) Will

Analyze business needs, document requirements (stories) and translate them into systems specifications that our technology teams can then implement; This role is critical in ensuring that technology initiatives align with business strategies and drive performance & productivity
Communicate Product changes broadly to the organization and plan the change management for features impacting current workflows
Document current state technology, business process flows and requirements
Optimize Investments experience by utilizing 3rd party vendors, have experience working with vendors in previous roles
Define new or existing systems and processes aligned to the product scope, and work with fellow Product Managers to determine any resulting effort and timelines associated to these findings
De an active member of a development team, presenting and explaining requirements, while fielding questions and assisting in resolving issues
Contribute to a product backlog and actively track development to ensure the service is built to specifications while leading integration discussions with potential partners
Focus on business impact and develop actionable recommendations informed by high quality data analysis and metrics

What you have

Required Qualifications

Bachelor’s degree, preferably in Computer Science, Engineering, or Business
2+ years digital product experience
Documented experience working in a collaborative, multi-disciplinary team within an interactive process and an Agile development methodology
Demonstrated ability to rapidly research and assess enterprise systems, processes, and capabilities, with a focus on identifying structural issues/inefficiencies, functional interdependencies, and cross-enterprise redundancies
Demonstrated ability to rapidly synthesize disconnected documentation and artifacts and employ frameworks or other organizing principles to demonstrate their collective relevance to the organization or a specific opportunity
Extensive experience in creating and evolving visual models such as flow charts, business capability maps, process diagrams, journey maps, and story maps

Preferred Qualifications

Exceptional communication skills and the ability to communicate appropriately at all levels of the organization; this includes written and verbal communications as well as visualizations to tell a compelling story; experience providing frequent updates to stakeholders
In-depth knowledge of doner-advised funds
Prior experience within brokerage or financial services industry

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Charles Schwab

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Sr Manager, Business Analyst