Senior Systems Analyst, Client Integration Support - Retirement Business Services

Senior Systems Analyst, Client Integration Support - Retirement Business Services

Join to apply for the Senior Systems Analyst, Client Integration Support - Retirement Business Services role at Charles Schwab
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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.

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

As a financial services leader, The Charles Schwab Corporation aims to be the most trusted leader in investment services. Within Workplace Services (WS), the Personal Choice Investment Services (PCIS) group provides the industry‑leading Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA) through Charles Schwab & Co. PCIS is rapidly growing by delivering these products to Schwab Retirement Plan Services and the broader retirement and health savings industries.

The PCIS Group’s objective is to deliver competitive products and services to the intermediaries it serves. A strong understanding of the retirement market and the ability to identify our clients’ business needs is paramount to our success. Within this group, the Client Integration and Support Team is responsible for onboarding PCRA and HSA clients onto Schwab’s brokerage platform.

In this role, you will support client integrations onto the Schwab brokerage platform, working closely with business partners in PCIS, Relationship Management, Product Management, Compliance, and various scrum teams to set up plans and accounts for the PCRA and HSA products.

• Coordinate client development, testing, and deployment integration to ensure internal teams align with the client’s needs.
• Understand clients’ business requirements, present tailored integration options, and act as the primary liaison between PCIS, internal QA resources and the client’s technology team for testing activities.
• Provide hands‑on support and troubleshooting during the implementation phase.
• Work with the Agile delivery team to craft high‑quality, customer‑centric user stories.
• Monitor clients’ daily file transmission.
• Prepare for and participate in quarterly installs after market close for system enhancements and bug fixes.

• Subject‑matter expert on brokerage plans and account integrations, providing leading practices and recommendations.
• Experience in financial services.
• Degree or equivalent experience.
• Strong communication skills—written and verbal.
• Proficiency with Microsoft Office applications.
• Ability to work independently and as part of a coordinated team to meet business needs and target dates.
• Demonstrated success in supporting multiple projects and priorities with short timelines.
• 2+ years of data analysis experience.
• 2+ years of strong analytical problem‑solving skills.
• 2+ years of Agile (Scrum) experience; creating and prioritizing stories in JIRA.
• 2+ years of SQL, script writing and familiarity with tables and ETL.

• 3+ years of experience in Self‑Directed Brokerage Accounts.
• 3+ years of experience with Pop Web, Client Central, Scube, SAC and EMTR.
• 1+ year of SAFe experience; PI/Sprint planning, Agile ceremonies.
• SAFe certification.

• 401(k) with company match and employee stock purchase plan.
• Paid time for vacation, volunteering, and a 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.

Mid‑Senior level

Full‑time

Information Technology