The Core Brokerage Asset Transfer Platform team at Schwab is looking to modernize and maintain the viability of systems that support cash management solutions, transfer/movement of client assets, and mitigating risks associated with the processing of their transactions for retail and institutional business.
Requirements
- Competence in Microsoft Office tools including Outlook, Word, Excel, and PowerPoint
- Proven ability to write business requirements, including user stories, use case development and workflow documentation
- Prior working knowledge of JIRA or any related Scrum tools preferred
- Strategic mindset to help drive product management decisions, governance, and long-term vision
- Strong analytical and problem solving skills - ability to quickly analyze data to identify key insights
- 3-to-5 years’ experience in software development methodology (Agile Framework), preferred
- Financial Services & Securities Industry/Operational background preferred; a focus on cash management solutions and money movement processes
Responsibilities
- Defining scope, interpreting requirements and priorities for the modernization and transformation of systems
- Collaborating with key business & IT stakeholders and partners
- Maintaining business and IT alignment
- Writing business requirements, including user stories, use case development and workflow documentation
- Managing requirements for multiple large, complex and cross functional projects
- Emphasis on systems, technologies, business process redesign, and knowledge of technical environments
- Presenting both strategic and tactical vision to the team and management for both big-picture planning and day-to-day management of project goal
Other
- Bachelor’s degree or equivalent business experience
- 3-to- 5 years’ experience managing requirements for multiple large, complex and cross functional projects
- Ability to align and unify ALL stakeholders to a shared vision and a common focus; including senior leaders
- High attention to detail and the ability to see things through from concept to implementation
- Confidence in presenting both strategic and tactical vision to the team and management
