The Charles Schwab Corp logo

Director, Bank Platform Business Architecture (PL)

The Charles Schwab Corp

  • San Francisco, CA
  • 2 days ago

    Highlights

    Build a strong business architecture and systems analyst practice that works with business and technology partners to interpret and disseminate project vision, develop high level business requirements and acceptance criteria, produce platform impact assessments, and maintain stakeholder engagement. The Bank Platform team connects business strategy with technology delivery to expand deposit product capabilities, simplify client and employee experiences, and modernize the core platforms that power the bank.

    Numbers & Facts

    LocationSan Francisco, CA
    IndustrySecurity and Surveillance
    Company Size1,000 to 1,499 employees
    Year Founded1971
    Websitehttp://www.aboutschwab.com/careers

    Description

    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. 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)Help shape the next generation of banking at Schwab! The Bank Platform team connects business strategy with technology delivery to expand deposit product capabilities, simplify client and employee experiences, and modernize the core platforms that power the bank.

    As the Director of Bank Platform Business Architecture (PL), you will build and lead the Business Architecture and Systems Analysis practice supporting deposit-product growth and core banking modernization. You will recruit, develop and lead a high-performing team of System Analysts who translate product strategy and business needs into integrated, delivery-ready business and system designs.

    You will establish consistent standards for business architecture, capability modeling, process and systems analysis, requirements development, solution impact assessment, and delivery readiness. Your team will connect business intent to processes, capabilities, systems, data, integrations and operational changes needed to deliver complex banking solutions. This is a player-coach role where you will contribute directly to selected high-complexity initiatives while building the talent, standards, tools, and leadership capacity necessary to distribute ownership across the team over time.

    The role reports to the Managing Director, Bank Platform and partners closely with Bank Platform leadership, Deposit Product Management, Bank Technology, and other enterprise technology teams. Success requires strong people leadership, strategic and systems thinking, comfort building and operating in a collaborative, matrixed environment, and the ability to bring clarity and consistency to a large, complex transformation.

    What You'll Do

    • Lead, coach, and develop a team of high-performing system analysts supporting the growth of deposit products, platform enhancements, and modernization of core banking capabilities.
    • Hire and onboard System Analyst talent, create development plans, provide timely feedback, and build bench strength for a growing organization.
    • Build a strong business architecture and systems analyst practice that works with business and technology partners to interpret and disseminate project vision, develop high level business requirements and acceptance criteria, produce platform impact assessments, and maintain stakeholder engagement.
    • Define and maintain Bank Platform business architecture documentation, including capability maps, business components, process flows, service and system inventories, and reusable solution patterns
    • Translate product strategy and business needs into integrated capability requirements, business rules, process models, system requirements, and solution designs
    • Lead cross-platform impact assessments to identify affected systems, data, integrations, processes, controls, vendors, dependencies, and operational teams
    • Align System Analyst assignments and capacity to business priorities, delivery readiness, and employee development opportunities.
    • Coordinate closely with our platform intake team to develop and share project vision, initial feature and epic breakouts, integration points, key use case scenarios and impacted user groups.
    • Help lead development of strategic vision for Bank Platforms in partnership with technical architects by identifying opportunities to reuse, extend, consolidate or modernize existing capabilities
    • Work with technology partners to maintain a software service and business component inventory for the platform and related systems
    • Build trusted partnerships across Product Management, Bank Technology, Operations, Risk, and other enterprise teams.

    What you have

    • 10+ years of progressive experience in business systems analysis, business architecture, solution design, technology delivery or a related discipline.
    • Experience managing requirements for multiple large, complex and cross-functional projects with emphasis on systems, business process redesign, and knowledge of technical environments
    • 5+ years of people management experience including recruiting, coaching, talent and career development, and performance management.
    • Proven success identifying and solving for cross functional dependencies and risks to successfully delivery on multi-year programs
    • Ability to quickly analyze and comprehend complex, cross platform business needs and translate them into solutions
    • Excellent written and verbal communication skills including the ability to accurately document and review complex cross-functional business flows
    • A self-starter who is highly functional in a multi-location environment. Strong interpersonal skills with the ability to influence and drive decisions and resolve conflicts
    • Financial/Banking background strongly preferred
    • Working experience in Scrum methodologies with detailed insight into Agile processes and ceremonies
    • Strong orientation to clients, including ability to understand needs and apply this knowledge to product enhancements, online user experience, and communication content (internal and external)
    • Prior working knowledge of JIRA or any related Scrum tools preferred
    • Competence in Microsoft Office tools including Outlook, Word, Excel, PowerPoint and Visio
    • Bachelor's degree or equivalent business experience
    • Experience applying AI-enabled tools or capabilities to improve product ownership, requirements development, analysis, decision-making, or team productivity.

    About Company

    The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

    The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

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