Senior Manager, Retirement Business Systems Analyst

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 locations.

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

As a Senior Manager, Business Systems Analyst on the Data & File team, you will lead client system integrations, drive the evolution of technical connectivity, and collaborate with both internal teams and external stakeholders. Your work will help the team deliver innovative and scalable solutions that meet the needs of a diverse client base.

Key Responsibilities: 

• Client Integration Leadership: Directly engage with clients to implement new retirement software integrations and optimize existing connections, ensuring seamless onboarding and ongoing support.

• Retirement Industry Expertise: Apply deep knowledge of retirement operations, recordkeeping systems, and service processes to address complex client issues and drive continuous improvement.

• Requirements & Specifications: Interpret, create, and edit detailed file and API specifications. Document and communicate complex technical processes for both internal and external stakeholders.

• Risk & Issue Escalation: Act as the ‘eyes and ears’ for leadership, escalating issues and trends that may present risks, and ensuring timely communication of process risks or team challenges.

• Collaboration & Training: Partner with business, technology, and operations teams to resolve issues, share knowledge, and provide effective training on systems and processes.

• Project Ownership: Take ownership of assigned project tasks, ensuring timely completion and proactive follow-up on deliverables and information requests.

• Continuous Improvement: Identify and implement process improvements, leveraging situational awareness and peer reviews to enhance team performance and client satisfaction.

• Reporting & Documentation: Maintain accurate procedure documentation and ensure timely, detailed updates. Track and report key metrics and deadlines.

What you have

Required Qualifications:

• Bachelors degree required.

• 5–10 years of experience working with Trust Accounting systems in support of independent recordkeepers, third-party administrators, data aggregators, RIAs, custodians, or plan sponsors.

• 5+ years of product management or business experience, ideally in an Agile environment.

• Deep knowledge of retirement plans, including the operational complexities impacting plan administration, recordkeepers, and advisors.

• Proven ability to build strong relationships and collaborate effectively with clients, subject matter experts, and project stakeholders.

• Demonstrates initiative as a self-starter and excels at solving complex problems with critical thinking and attention to detail, while thriving in a fast-paced, innovative environment.

• Ability to translate complex business needs into precise requirements and documentation that drive clarity, alignment, and project success.

Preferred Qualifications:

• Experience with Mainframe systems

• Familiarity with tools and systems such as Confluence, SharePoint, SQL, JIRA, and Secure File Transfer Protocol applications.