CrawlJobs Logo

Senior Manager, Retirement Business Systems Analyst

schwab.com Logo

Charles Schwab

Location Icon

Location:
United States , Austin

Category Icon

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

110000.00 - 183000.00 USD / Year

Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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

Nice to have:

  • Experience with Mainframe systems
  • Familiarity with tools and systems such as Confluence, SharePoint, SQL, JIRA, and Secure File Transfer Protocol applications
What we offer:
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Additional Information:

Job Posted:
March 19, 2026

Expiration:
March 27, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Manager, Retirement Business Systems Analyst

Senior Director of Portfolio Management

The Senior Director of Portfolio Management leads the strategic direction, gover...
Location
Location
United States , Chicago
Salary
Salary:
200000.00 - 220000.00 USD / Year
trace3.com Logo
Trace3
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in business, product management, technology, or related field required
  • Advanced degree (MBA or equivalent) preferred
  • 10+ years of experience in portfolio management, product management, services strategy, or offering management
  • Experience working in technology services, consulting, or systems integrator environment
  • Proven ability to lead, manage, and develop high-performing portfolio managers, analysts, or enablement teams
  • Strong familiarity with service catalog design, pricing models, financial analysis, and offering lifecycle governance
  • Strong financial and business acumen with a deep understanding of services profitability, margin models, and portfolio KPIs
  • Proficiency with enterprise business systems (CRM, ERP, PSA, pricing/scoping tools) and data analysis/reporting tools
  • Demonstrated success leading cross-functional initiatives across Sales, Delivery, Finance, and Marketing
  • Ability to build alignment across organizational levels and influence stakeholders without direct authority
Job Responsibility
Job Responsibility
  • Own the services portfolio end-to-end, including administration, governance, lifecycle management, enablement, and continuous evolution
  • Partner with Business Unit, Services, Sales, Finance, Marketing, and Delivery leadership to define portfolio strategy, long-term vision, priorities, and success metrics
  • Establish and maintain a portfolio governance model to ensure alignment, accountability, and consistent decision-making across all services
  • Guide portfolio direction using client demand, competitive insights, financial objectives, and delivery capability
  • Lead and develop a high-performing portfolio management and enablement team
  • Align team structure and capabilities with the future needs of the services portfolio
  • Foster a culture of ownership, collaboration, continuous improvement, and innovation
  • Lead the full lifecycle of service offerings from concept and launch through performance management, enhancement, and retirement
  • Prioritize the offering roadmap based on market opportunity, scalability, profitability, and strategic alignment
  • Drive portfolio standardization and strategic cohesion across all service areas (Cloud, Security, Data & Analytics, AI, Contact Center & Collaboration, Managed Services, and Consulting)
What we offer
What we offer
  • Comprehensive medical, dental and vision plans for you and your dependents
  • 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
  • Competitive Compensation
  • Training and development programs
  • Major offices stocked with snacks and beverages
  • Collaborative and cool culture
  • Work-life balance and generous paid time off
  • Fulltime
Read More
Arrow Right

Senior IT Risk Analyst

At Citizens, we believe in creating opportunities for growth and development. As...
Location
Location
United States , Johnston; Westwood; Iselin; Irving
Salary
Salary:
100000.00 - 125000.00 USD / Year
citizensbank.com Logo
Citizens Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-7 year’s experience Risk Management Experience
  • Demonstrated experience in systems architecture, cybersecurity, infrastructure, technology operations, development life cycle and methodologies, cloud operations, information security and/or DevSecOps
  • Strong understanding of technology as a service (Iaas, SaaS, PaaS)
  • Demonstrated experience supporting and/or leading risk projects across multiple business lines offering a wide variety of financial services products and services
  • Understanding of the regulatory environment, requirements and how the risks of the products and services the bank offers are viewed by the Second Line of Defense and regulators
  • Ability to constructively work both independently and in collaborative environments involving all levels of management and employees
  • Ability to use data and metrics to back up assumptions, recommendations and drive actions
  • Experience in business domains such as risk management, human resources, supply chain management
  • Effective project management and analytical skills
  • Strong interpersonal and team building skills
Job Responsibility
Job Responsibility
  • Control Monitoring & Testing: Collaborate with First Line Risk Managers to execute and manage the control monitoring program, ensuring that multiple complex lines of business/products are compliant with internal policies and external regulations
  • Continuous Improvement: Drive the implementation of continuous monitoring strategies, including key risk indicators (KRIs) and key control indicators (KCIs), leveraging automated testing and data analytics to add value across risk management efforts
  • Technical Compliance: Ensure that all control testing adheres to regulatory frameworks, cybersecurity standards, and compliance requirements, particularly in the context of technology services (IaaS, PaaS, SaaS) and cloud operations
  • Insightful Analysis: Deliver comprehensive analysis of control effectiveness, identifying trends and offering recommendations for enhancing control measures. Present these findings clearly to stakeholders, highlighting opportunities for risk mitigation and control refinement
  • Stakeholder Collaboration: Partner with the First Line Risk Managers to escalate and resolve material control issues, keeping them informed of progress and providing your expertise on control effectiveness
  • Regulatory Awareness: Maintain a cutting-edge understanding of risk management regulations, emerging threats, and legislative changes to ensure the organization remains compliant with industry standards and regulatory requirements
  • Testing & Process Improvement: Execute control tests to validate control effectiveness and support the resolution of issues. Develop, refresh, and retire tests based on insights from the Risk and Control Self-Assessment (RCSA) process and related findings
  • Building Partnerships: Foster strong relationships with Business Unit Risk Management teams to improve the effectiveness of risk management efforts and advance a culture of compliance across the organization
What we offer
What we offer
  • comprehensive medical, dental and vision coverage
  • retirement benefits
  • maternity/paternity leave
  • flexible work arrangements
  • education reimbursement
  • wellness programs
  • paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States
  • opportunity to earn an annual discretionary bonus
  • Fulltime
Read More
Arrow Right

Executive Director, Data & Technology Clinical Operations

The Executive Director, D&T Clinical Operations leads all technology, data, and ...
Location
Location
United States
Salary
Salary:
Not provided
parexel.com Logo
Parexel
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years of experience in clinical operations technology, operational delivery, or related leadership roles in life sciences
  • Demonstrated oversight of operational systems supporting study execution, monitoring, and closeout
  • Experience leading cross-functional teams in regulated environments
  • Strong knowledge of safety, regulatory, and operational data lifecycles
  • Experience with enterprise integration technologies, data lakes, and clinical reporting environments
  • Bachelor’s degree required (Life Sciences, Engineering, Technology, or related field)
  • Master’s degree or equivalent experience preferred
  • Executive leadership with a strong ability to influence across Clinical Operations, Safety, OEDI, Regulatory, and Technology
  • Deep understanding of clinical trial processes, technology workflows, and operational KPIs
  • Expertise in clinical systems, workflow automation, integrations, and operational data
Job Responsibility
Job Responsibility
  • Serve as the senior D&T leader accountable for all technology capabilities supporting Clinical Operations, including operational systems, workflows, and data pipelines
  • Ensure system reliability, user readiness, and operational optimization for global Clinical Operations teams
  • Align technology and process improvements with Clinical Operations’ goals for efficiency, accuracy, and cycle‑time reduction
  • Oversee integrations between Clinical Operations systems and the broader D&T ecosystem (data lake, reporting, enterprise integration platforms)
  • Ensure accurate and timely data flows across operational technologies used in clinical execution, safety, regulatory, and cross-functional processes
  • Oversee maintenance, upgrades, validation, and enhancement of Clinical Ops–related platforms
  • Ensure alignment with validation, SDLC, compliance, and quality frameworks
  • Ensure system retirement, consolidation, and introduction of new capabilities follow enterprise standards
  • Represent Clinical Operations in enterprise governance forums, including Data Governance, Portfolio Planning, and Operational Excellence bodies
  • Lead intake and prioritization discussions for all Clinical Operations technology requests, in coordination with PMO/Portfolio teams
What we offer
What we offer
  • Health, Vision & Dental Insurance
  • Tuition Reimbursement
  • Vacation/Holiday/Sick Time
  • Flexible Spending & Health Savings Accounts
  • Work/Life Balance
  • 401(k) with Company match
  • Pet Insurance
  • Opportunity to work on innovative projects at the forefront of the industry
  • Collaborative and inclusive work environment that values your expertise
  • Professional advancement and development opportunities
  • Fulltime
Read More
Arrow Right

Senior Payroll Analyst

We are looking for an experienced Senior Payroll Analyst to join our team in Dal...
Location
Location
United States , Dallas
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
  • A minimum of 8-10 years of experience in payroll processing, preferably involving high-volume or complex payrolls
  • Certified Payroll credential (CPP) required or must be obtained within the first year of employment
  • Comprehensive knowledge of payroll compliance, taxation, and regulatory reporting standards
  • Experience with pension administration or defined benefit retirement systems is highly preferred
  • Proficiency in using payroll systems such as Workday or Oracle, along with expertise in banking interfaces and direct deposit processing
  • Advanced skills in Microsoft Excel and a strong ability to manage complex calculations and reconciliations
  • Exceptional attention to detail, analytical skills, and the ability to meet multiple deadlines in a dynamic environment
Job Responsibility
Job Responsibility
  • Process and validate monthly pension payroll for thousands of retirees and beneficiaries, ensuring accuracy and timeliness
  • Review and verify benefit calculations, deductions, tax withholdings, and direct deposit transactions to maintain compliance
  • Coordinate payroll adjustments, corrections, and retroactive payments to address discrepancies
  • Utilize and maintain pension administration systems, interfacing with platforms such as Workday and Oracle to support payroll functions
  • Assist with system testing, upgrades, and payroll-related enhancements to improve functionality
  • Ensure compliance with relevant regulations, statutes, and internal policies, maintaining strong internal controls over payroll
  • Prepare audit documentation, reconciliations, and payroll reports for leadership and external auditors
  • Respond to inquiries from retirees and beneficiaries, providing accurate and attentive support
  • Perform financial reconciliations, banking verifications, and month-end reporting activities
  • Identify and implement process improvements to enhance payroll efficiency and automation
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Senior HR Generalist

We are looking for an accomplished Senior HR Generalist to join our team in Gain...
Location
Location
United States , Gainesville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proficiency in UKG
  • Bachelor’s degree in Human Resources, Business Administration, or a related field
  • alternatively, 5+ years of experience in an HR Generalist role
  • A minimum of 8 years of experience in HR, with expertise in generalist or analyst functions
  • Strong interpersonal and communication skills to effectively interact with employees and management
  • Comprehensive knowledge of labor laws and best practices in human resources
  • Proven ability to analyze HR metrics and deliver data-driven recommendations
  • Exceptional organizational skills to manage multiple priorities simultaneously
  • Experience in benefits administration and employee relations investigations
Job Responsibility
Job Responsibility
  • Address employee concerns and mediate workplace conflicts to maintain a collaborative and inclusive environment
  • Implement and manage performance review processes, offering guidance and feedback to managers and employees
  • Organize and coordinate development programs that enhance employee skills and career progression
  • Ensure compliance with labor laws and update company policies as needed to align with legal requirements
  • Analyze HR data to identify trends and provide actionable insights to support decision-making
  • Administer employee benefits programs, including health insurance, retirement plans, and leave policies
  • Optimize HRIS systems and workflows to improve efficiency and leverage technological capabilities
  • Collaborate with other departments to enhance cross-functional processes and drive organizational efficiency
  • Support strategic HR initiatives aimed at facilitating company expansion and long-term growth
  • Take on leadership roles in new projects and initiatives as the organization evolves
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
Read More
Arrow Right
New

Social Care Worker

Whether you are new to the industry or have come from a social care background, ...
Location
Location
United Kingdom , Swindon
Salary
Salary:
12.80 GBP / Hour
choicecaregroup.com Logo
Choice Care Group
Expiration Date
April 09, 2026
Flip Icon
Requirements
Requirements
  • Being patient, reliable, flexible, a team player and a good communicator
  • Training and mentoring provided
  • New to the industry or from a social care background welcome
Job Responsibility
Job Responsibility
  • Providing personal care – including bathing, toileting, dressing and help with feeding
  • Medication administration
  • Assisting and getting involved in residents' daily activities, hobbies or outings
  • Following care plan guidance alongside Company policies and procedures
  • Developing an open, honest, and considerate working relationship with residents
  • Maintaining written daily records
  • Attending and completing training, as required
What we offer
What we offer
  • Learning Academy - Adult Care Worker Level 2 and Lead Adult Care Worker Level 3 qualifications for all staff
  • Holiday entitlement - starting from 28 days inclusive of Bank Holidays
  • Sick pay entitlement
  • Employee Assistance Programme - comprehensive health and wellbeing support for staff
  • Refer a Friend scheme - enjoy a payment of £500 when you recruit a friend to Choice Care
  • Choiceversary - staff receive vouchers of £75 after 5 years, £100 after 10 years and £150 after 15 years to celebrate their commitment to Choice Care
  • Christmas bonus - vouchers for all staff members
  • Life insurance
  • Annual staff awards - this year each winner received £400 and we had over 30 winners in total
  • Complex in-house training - this includes our Advanced Management Development Programme for managers in the making and our Foundation Management Development Programme for rising stars
  • Fulltime
Read More
Arrow Right
New

Partner Solutions Engineer

As a Partner Systems Engineer, you will be instrumental in driving the success o...
Location
Location
Indonesia , Jakarta
Salary
Salary:
Not provided
Cisco
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-7 years of experience in a pre-sales or systems engineering role, ideally within the networking or cloud infrastructure space
  • Deep expertise in one or more Cisco architectures (Networking, Security, Collaboration, Data Center, Cloud)
  • Experience engaging and enabling Partners in both technical and strategic conversations
  • Familiarity with competitive solutions and how Cisco positions against them
  • A proactive, high-ownership mindset—you take initiative, solve problems, and "go the extra mile"
  • Strong communication skills—verbal and written—tailored for technical and executive-level audiences
  • Ability to translate customer business needs into technical solutions with clear justifications
  • Continuous learning attitude, with active participation in virtual teams, architecture groups, and community forums
Job Responsibility
Job Responsibility
  • Automation & Innovation: Helping Cisco partners and customers adopt automation practices for configuration, deployment, and lifecycle management of Cisco’s infrastructure and solutions
  • Partner Co-Innovation: Collaborating with Partner Business Group (PBG) teams to jointly develop differentiated Cisco solutions with partners—leveraging forward-looking ideas to drive market leadership and competitive advantage
  • Customer-Centric Solutions: Shaping strategy for selected accounts by understanding business challenges and aligning Cisco solutions to help partners and customers succeed
  • Advisory Engagement: Acting as a trusted advisor—guiding customers and partners on technology adoption, architecture best practices, and operational efficiencies
  • Technical Evangelism: Delivering impactful presentations, demonstrations, and value propositions to a variety of stakeholders (technical and business)
  • Best Practice Sharing: Promoting internal and external knowledge-sharing on sales and deployment approaches for complex solutions
  • Collaborative Escalation: Working closely with Technical Support to ensure rapid resolution of critical customer issues
Read More
Arrow Right
New

Pharmacy Intern

You’ve invested a lot of time and energy in your education. Now you want the cha...
Location
Location
United States , Chanhassen
Salary
Salary:
18.00 - 42.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
May 05, 2026
Flip Icon
Requirements
Requirements
  • Accepted into, or actively enrolled in, an ACPE accredited college or school of pharmacy
  • Must possess, or be in the process of obtaining, valid intern and/or technician licensure as required
  • Regular and predictable attendance, including nights and weekends
  • Ability to complete required training within designated timeframe
  • Attention and Focus: Ability to concentrate on a task over a period of time
  • Ability to pivot quickly from one task to another to meet patient and business needs
  • Ability to confirm prescription information and label accuracy, ensuring patient safety
  • Customer Service and Team Orientation: Actively look for ways to help people, and do so in a friendly manner
  • Notice and understand patients’ reactions, and respond appropriately
  • Communication Skills: Use and understand verbal and written communication to interact with patients and colleagues
Job Responsibility
Job Responsibility
  • Living our purpose by following all company SOPs at each workstation to help our Pharmacists and Technicians manage and improve patient health
  • Following pharmacy workflow procedures at each pharmacy workstation (i.e., production, pick-up, drive-thru, and drop-off) for safe and accurate prescription fulfillment
  • Contributing to positive patient experiences showing empathy and genuine care: creating heartfelt and personalized moments while serving patients at pick-up, drive-thru, and over the phone
  • keeping patients healthy by offering immunizations and other services at the register and over the phone
  • and demonstrating compassionate care by solving or escalating patient problems
  • Offering to counsel, fielding medical questions, and soliciting information on a patient’s medical history to provide optimal care, when appropriate under the direct supervision of a licensed pharmacist
  • Taking telephonic prescriptions from the prescriber, and calling the prescriber to clarify prescriptions or facilitate medication changes, where allowed by state regulation
  • Maintaining the highest level of self-awareness and providing in-the-moment coaching, training, and mentoring to pharmacy team members while sharing best practices
  • Completing basic inventory activities, as permitted by law, and as directed by the pharmacy leadership team, such as accurately putting away medication deliveries and completing cycle counts, returns-to-stocks, waiting bin inventories, etc.
  • Contributing to a high-performing team, embracing a growth mindset, and being receptive to feedback
Read More
Arrow Right