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 opportunitiesCommunication – Provide data-driven insights and align stakeholders on recommendations and outcomesBusiness Acumen – Understand importance of key business metrics and ability to align data analysis with business objectivesExecution – Deliver on the program strategy and drive decisions across a diverse set of stakeholdersPartnership – Foster strong partnerships across multiple areas of the business to gather insights, and inform and deliver upon the objectives What you haveRequired Qualifications:
5+ years of Operational or similar experience2-3 years of experience in business analysisStrong communication skills, both written and verbal, with demonstrated ability in developing materials and effectively communicating informationProficiency in Excel, SQL, relational databasesBachelors degreePreferred Qualifications:
Demonstrated ability to lead large, cross-functional meetingsStrong analytical skills, creativity in problem solving, and attention to detailAbility to handle ambiguity in a dynamic, fast-moving and collaborative work environmentPersonally, 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.
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