Charles Schwab Business Solutions Architect in Phoenix, Arizona


Phoenix - AZ, PHX4750A, 4750 E Francisco, 85044-5359

Brittany Steichen


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Banking & Trust Services (BTS) is the business enterprise within Schwab overseeing Charles Schwab Bank and the Charles Schwab trust companies. The BTS organization offers deposit, loan and trust products to Schwab clients who are looking for holistic wealth management solutions that complement their brokerage activities. The integrated banking and brokerage services represent the strong value proposition we offer our clients.

Charles Schwab Bank is a full-service bank that offers a range of competitive deposit and lending products. In 2003, we launched Schwab Bank as a bank for investors, and it has grown to be the 12th largest bank in the United States. Our goal is to offer a banking experience that complements the Schwab brokerage capabilities, providing banking products tailored to meet our clients’ unique needs as investors, all in one convenient location. Consistent with the brand, we offer exceptional client experience.

Our Opportunity:

A Business Solutions Architect (BSA) combines strong backgrounds in business analysis, process re-engineering, and technology to design and lead the implementation of best in industry data, process and technology solutions.

In this role, the BSA will interact directly with business and technology resource groups at all levels to gain a deep understanding of the current challenges and goals, as well as their future direction. Partnering with product owners, Bank Oversight, Vendor Management Office, and Technology Delivery teams, the BSA will understand the workflow, technology/product solutions, Compliance implications, metrics, and indicators and foster a culture for design of efficient and cost-effective business solutions.

Working alongside the Enterprise Architecture and Development teams, the BSA melds legacy system knowledge with a view of existing and emerging technologies to devise cutting edge solutions to propel the business to success.

What you’ll do:

Business Analysis:

  • Understand the Business Unit roadmap / vision

  • Act as a “voice of the business” within the data analysis and IT and across the full system domain, and serve as a primary point of contact for the business.

  • Help the business articulate business / functional and non-functional requirements

  • Create process artifacts as required, such as (but not limited to): business cases, process maps, use cases, user stories, requirements documents, test plans, and quality matrices

  • Perform impact analysis for proposed changes and projects of all sizes.

  • Drive process improvement based on lessons learned and data analysis

  • Assist Management teams in creating Project Roadmaps and general initiative planning

Solution Definition & Planning:

  • Work with product owners and Business Analysts to determine the best solution for the issue being addressed

  • Collaborate with business representatives, Project Services and varied IT teams to develop and implement the specific technology and architecture necessary to deliver business solutions

  • Partner with Enterprise and Application Architects, Development and Project Management teams for planning and estimating the solution size and effort

Systems Expertise:

  • Promotion of shared infrastructure and applications to reduce costs and improve information flow. Ensure that projects do not duplicate functionality or diverge from each other or business and IT strategies

  • As requested, research system-level requirements to answer questions about how the system does or should work

  • Review Architecture Design documentation & requirements documents for new projects and system changes, ensuring completeness and clarity

  • Answer queries from Business, Architecture, Design, Development and QA teams

What you have:

Education and/or Experience:

  • 5+ years of IT leadership in Business or Systems Analysis

  • 5+ years’ experience in the project lifecycle - including business planning, data analysis, data modeling, data quality, data mining, process analysis and design, business and functional requirements analysis, use case analysis, testing

  • 5+ years’ experience working in dynamic cross-competency teams using a structured project methodology

  • Bachelor’s Degree

  • Strong analytical skills, ability to analyze and document complex business processes

  • Problem solver, gather and interpret relevant data and information

  • Proven ability to provide and produce clear and well organized documentation

  • Ability to work independently and be a self-motivator

  • Capacity to manage multiple projects and tasks concurrently

  • Risk assessment, negotiation and problem resolution skills

  • Working knowledge of Microsoft applications (Excel, Word, Visio)

  • Strong written and verbal communication and interpersonal skills

  • Ability to bridge communication amongst technical and non-technical project staff and customers

  • Ability to function in a fast-paced environment

  • Demonstrate a sense of urgency in completing task and resolving issues in order to deliver a quality project on time and within budget


  • Ability to design solutions that are appropriate to the problem at hand in terms of simplicity, cost, and support required

  • Creative thinker with the ability to provide both strategic and tactical direction who is detail-oriented but also able to see the big picture

  • Effective at driving change and influencing teams to achieve desired results. Capable of articulating a vision or plan, gaining organizational commitment to action, and managing through others to achieve results

  • Strong teaming capabilities with the ability to operate independently, affect change across functions, and take constructive input from multiple sources and deliver results

  • Aptitude for multi-tasking in a fast-paced, dynamic environment

  • Work well with ambiguous and incomplete information

  • Building relationships and create team satisfaction throughout the project lifecycle

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-2-5 yrs, IT-Management/Technical Project Mgmt-6+ yrs, Risk Analysis

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Information Technology

Activation Date: Tuesday, October 10, 2017

Expiration Date: Thursday, November 16, 2017

Apply Here