Sr. Manager Business Analysis, Operational Transformation Programs
Your Opportunity
Your opportunity
The Operations Transformation Program team resides in the Operational Services Group at Charles Schwab and is responsible for leading critical initiatives that support Operations and the firm. Initiatives include reducing the intake of paper across the firm while also reducing the firm’s cost associated with not-in-good-order (NIGO) client requests and implementing a tiered service within Operations. The team is responsible for driving cross-functional improvements to client request workflows, targeting efficiency, accuracy, and a better client experience.
We are seeking an experienced Senior Business Analyst to lead the analysis and influence priority across teams. This role is essential to driving data-driven decisions, aligning stakeholders, and executing scalable, client-centric solutions across Operations. The ideal candidate has a proven track record in process improvement, data analysis, stakeholder management, and delivering enterprise programs in a matrixed environment.
The position is responsible for:
- Problem solving – Analyze client request data and trends to identify root causes and prioritize opportunities
- Communication – Provide data-driven insights and align stakeholders on recommendations and outcomes
- Business Acumen – Understand importance of key business metrics and ability to align data analysis with business objectives
- Execution – Deliver on the program strategy and drive decisions across a diverse set of stakeholders
- Partnership – Foster strong partnerships across multiple areas of the business to gather insights, and inform and deliver upon the objectives
What you have
Required Qualifications:
- 5+ years of Operational or similar experience
- 2-3 years of experience in business analysis
- Strong communication skills, both written and verbal, with demonstrated ability in developing materials and effectively communicating information
- Proficiency in Excel, SQL, relational databases
- Bachelors degree
Preferred Qualifications:
- Demonstrated ability to lead large, cross-functional meetings
- Strong analytical skills, creativity in problem solving, and attention to detail
- Ability to handle ambiguity in a dynamic, fast-moving and collaborative work environment
- Personally, and professionally aligned with Schwab's vision and values, and a strong interest in financial services and industry leading practices and innovation
~In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
What you are good at
What you have
Required Qualifications:
- 5+ years of Operational or similar experience
- 2-3 years of experience in business analysis
- Strong communication skills, both written and verbal, with demonstrated ability in developing materials and effectively communicating information
- Proficiency in Excel, SQL, relational databases
- Bachelors degree
Preferred Qualifications:
- Demonstrated ability to lead large, cross-functional meetings
- Strong analytical skills, creativity in problem solving, and attention to detail
- Ability to handle ambiguity in a dynamic, fast-moving and collaborative work environment
- Personally, and professionally aligned with Schwab's vision and values, and a strong interest in financial services and industry leading practices and innovation
~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.