Senior Systems Analyst, Client Integration Support - Retirement Business Services

Senior Systems Analyst, Client Integration Support - Retirement Business Services

Join Charles Schwab as a Senior Systems Analyst, Client Integration Support for Retirement Business Services.

At Schwab, we empower you to make an impact on your career. Innovative thought meets creative problem solving here, 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). Applicants must be currently authorized to work in the United States on a full‑time basis without employer sponsorship.

As part of the Client Integration and Support Team, you will support client integrations onto Schwab’s Brokerage platform for Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA). You will work closely with business partners in PCIS, Relationship Management, Product Management, Compliance, and scrum teams to set up plans and accounts primarily for PCRA and HSA products.

• Provide coordination during client development, testing, and deployment integration, ensuring internal teams’ alignment with the client’s needs.
• Understand clients’ business requirements and integration needs, and present options tailored to the clients’ needs. Serve as the primary liaison between PCIS, internal QA resources, and the clients’ 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 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 written and verbal communication skills.
• Proficiency with Microsoft Office applications.
• Capable of working independently and as part of a well‑coordinated team to meet business needs and target dates.
• Demonstrated success in supporting multiple projects and priorities with short timelines.
• 2+ years data analysis.
• 2+ years strong analytical problem‑solving skills.
• 2+ years Agile (scrum) experience; creating and prioritizing stories in JIRA.
• 2+ years SQL, script writing and familiarity with tables and ETL.

• 3+ years’ experience in Self‑Directed Brokerage Accounts.
• 3+ years’ experience with Popweb, Client Central, Scube, SAC, and EMTR.
• 1+ year 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 five years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.

Omaha, NE – $–$ (full‑time, mid‑senior level, information technology).