Business Analyst - RPA

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Charles Schwab & Co., Inc.
Full Time

Job Description

Your Opportunity

The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for best-in-class service, protecting and safeguarding the assets of the firm and our clients, all while increasing scalability and efficiency.

Within Operational Services, the Transformation Solutions Team (TST) is a multi-functional group that is helping to drive transformation across Operational Services and the broader firm. We use a variety of methodologies, tools and capabilities to drive large-scale change. We partner with teams across Schwab to deliver best-in-class experience, service, and processing solutions for our clients and advisors.

TST stewards Schwab's Smart Processing strategy, which is at the center of Schwab's sustainable competitive advantage. Smart Processing requires end-to-end, ecosystem strategy, vision, planning, and execution. A key platform in this strategy is myQ which is our centralized case management tool built on the Pega platform that receives and routes client requests in need of Servicing or Operational processing. Core principles such as standardized SLA and urgency models, skills and prescriptive routing ensure requests are prioritized and assigned appropriately.

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.
  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at

This individual must collaborate effectively with diverse business and technology partners across the firm, using multi-functional teams to deliver end user delighting experiences that balance tight timelines with multiple priorities (and risks) while exercising good business judgment.

As an RPA (Robotic Process Automation) Sr. Business Analyst on the Pega platform, individuals will have responsibility for the management and welfare of the Pega RPA capability at all stages of its lifecycle. Day-to-day responsibilities include hands-on administration and issue resolution for the platform. This includes analyzing the needs of business partners, translating feature requirements into a business specification, and handling the phases of delivery for enhancements and cross-platform project deployments.
  • Partnering with leaders in communications, field integration, product development and the business to drive the successful implementations of process redesign initiatives
  • Working with a multitude of partners to document requirements that drive transformational change to existing business processes
  • Coordinating project activities that span multiple technology teams across the company
  • Gathering and document requirements as user stories, translating functional requirements to technical requirements, and identifying options
  • Partnering with a Product Owner to establish a vision and execution strategy for the scrum team
  • Supporting users post-deployment, identifying issues and driving resolution with our Technology partners
  • Partnering with business users and act as a liaison between business and technical teams
  • Coordinating development, testing, and implementation of solutions with technology partners
  • Highlighting product features and tell stories in a manner clearly understandable to the development team
  • Helping to manage and develop product backlog, as well as user stories backlog for implementation
  • Participating in backlog grooming and refinement scrum ceremonies
  • Attending scrum ceremonies and provide feedback on sprint achievements & goals
  • Monitoring the progress of product development, and assist with product release planning and testing


What you have

This role requires a highly motivated, organized, and experienced business-focused individual with a proven record of software delivery in a rapidly changing agile environment.
  • Demonstrated experience as a Business Analyst with track record of delivering business process requirements and use cases is required
  • Solid experience and understanding of Agile in developing epics, themes, user stories, supplementary requirements, and business rules is essential
  • Strong interpersonal, analytical, problem-solving, influencing, prioritization, decision- making and conflict resolution skills
  • Excellent written and verbal communication skills
  • Bachelor's degree, preferably in technical field
  • Experience driving innovative and strategic enterprise data solutions
  • Experience using JIRA and Confluence, or equivalent tools is required
  • A background in the financial services industry is a plus
  • 5+ years of experience in technical analysis or operations experience for an investment management firm with focus on data-related functions highly preferred


Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further .

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.


Company Information

At Schwab, we inspire the driven; individuals who want to take ownership of their career and their future. You are appreciated for your work, respected for your unique strengths and rewarded for the possibilities you create for our clients. Working in Schwab Technology is not just a job; it's an opportunity to do the best work of your life. This team drives Schwab's mission to harness the power of data to deliver the next gen client experience. They relentlessly pursue simplification and modernization, laying the foundation for the digital enterprise. They act boldly together to provide security for our clients and enterprise, safeguarding client trust all while delivering on their core commitments to availability, capacity and project execution with excellence and efficiency. If you are looking to be challenged with projects that stretch and grow your abilities, and push you towards further developing your expertise, apply to one of our openings today.
Dice Id : 10228622
Position Id : 2022-83424
Originally Posted : 1 month ago

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