Business Architect, Smart Processing Ecosystem
Your Opportunity
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.
The Transformation Solutions team is a cross-functional organization that works with business and technology partners to drive large-scale change across Schwab. The team applies a range of tools and capabilities to protect the assets of the firm and our clients while improving scalability, operational efficiency, and the service experience.
As a Business Architect supporting the Smart Processing ecosystem, you will help translate enterprise strategy and complex business needs into actionable initiatives that can be prioritized and delivered by product and technology teams. You will partner with program managers, product managers, process experts, product owners, business analysts, and multiple scrum teams to define functional requirements, initiative-level acceptance criteria, system interaction diagrams, and user-system process flows. Your work will help teams create scalable solutions that increase automation, improve process transparency, and strengthen the data foundation for future artificial intelligence and machine learning capabilities.
You will provide clarity across complex, interconnected initiatives by communicating product features and requirements in ways that business and technology partners can readily understand and act upon. You will support planning, backlog health, solution development, testing, release preparation, and issue resolution while building alignment across digital, customer relationship management, business process management, middleware, and mainframe platforms. Through thoughtful analysis, strong partnership, and a practical bias toward action, you will help turn strategic vision into solutions that deliver meaningful value for Schwab and its clients.
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.
What you have
This role requires a highly motivated, organized, and experienced business-focused technology individual with a proven record of software delivery in a rapidly changing agile environment.
Required qualifications
- Bachelor’s degree, preferably in a technical field
- 5+ years of technical analysis or operations experience with an asset or investment management firm, with a focus on data-related functions
- Demonstrated experience serving as a Business Architect and developing strategic business-process requirements for large-scale software solutions
- Experience gathering, documenting, and validating requirements for complex, end-to-end initiatives involving multiple enterprise technology teams
- Ability to translate business and functional needs into initiatives, epics, user stories, acceptance criteria, supplementary requirements, and business rules
- Experience creating functional system interaction diagrams, user-system process flows, use cases, and other requirements artifacts that enable effective technical design and delivery
- Strong understanding of Agile delivery practices and experience collaborating with product owners, product managers, business analysts, and scrum teams
- Ability to analyze complex problems, identify scalable solutions, and exercise sound technical judgment
- Strong written and verbal communication skills, including the ability to tailor concise, actionable information for business, technical, and executive audiences
- Ability to build productive relationships, align diverse stakeholders, and drive decisions and issue resolution across multiple teams
Preferred qualifications
- Experience supporting enterprise transformation, consulting, or product management initiatives
- Experience working in the financial services industry
- Experience coordinating development, testing, implementation, and release-planning activities across internal teams and external vendors
- Experience working across digital, customer relationship management, business process management, middleware, and mainframe platforms
- Proficiency with JIRA, Confluence, GitHub Copilot, and process-mapping tools
- Ability to maintain visibility into backlog health, delivery progress, dependencies, risks, and impediments across several scrum teams
- Demonstrated ability to connect near-term delivery priorities with product roadmaps and a broader future-state vision
- A collaborative and pragmatic approach to navigating ambiguity, changing priorities, and complex enterprise environments
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
What you are good at
What you have
This role requires a highly motivated, organized, and experienced business-focused technology individual with a proven record of software delivery in a rapidly changing agile environment.
Required qualifications
- Bachelor’s degree, preferably in a technical field
- 5+ years of technical analysis or operations experience with an asset or investment management firm, with a focus on data-related functions
- Demonstrated experience serving as a Business Architect and developing strategic business-process requirements for large-scale software solutions
- Experience gathering, documenting, and validating requirements for complex, end-to-end initiatives involving multiple enterprise technology teams
- Ability to translate business and functional needs into initiatives, epics, user stories, acceptance criteria, supplementary requirements, and business rules
- Experience creating functional system interaction diagrams, user-system process flows, use cases, and other requirements artifacts that enable effective technical design and delivery
- Strong understanding of Agile delivery practices and experience collaborating with product owners, product managers, business analysts, and scrum teams
- Ability to analyze complex problems, identify scalable solutions, and exercise sound technical judgment
- Strong written and verbal communication skills, including the ability to tailor concise, actionable information for business, technical, and executive audiences
- Ability to build productive relationships, align diverse stakeholders, and drive decisions and issue resolution across multiple teams
Preferred qualifications
- Experience supporting enterprise transformation, consulting, or product management initiatives
- Experience working in the financial services industry
- Experience coordinating development, testing, implementation, and release-planning activities across internal teams and external vendors
- Experience working across digital, customer relationship management, business process management, middleware, and mainframe platforms
- Proficiency with JIRA, Confluence, GitHub Copilot, and process-mapping tools
- Ability to maintain visibility into backlog health, delivery progress, dependencies, risks, and impediments across several scrum teams
- Demonstrated ability to connect near-term delivery priorities with product roadmaps and a broader future-state vision
- A collaborative and pragmatic approach to navigating ambiguity, changing priorities, and complex enterprise environments
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.