Charles Schwab Sr. Product/Platform Manager, Business Analyst - Insurance Services in Lone Tree, Colorado

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.

Our Opportunity:

Charles Schwab Insurance Services (CSIS) is accountable for meeting the insurance needs of our more than 6 million individual investor clients and the 7,000+ RIAs we serve. With responsibility for product management and development, direct sales and sales support, and oversight, CSIS works closely with all Schwab Client Enterprises to support product distribution and product management, and manages all insurance company partners and vendors associated with the annuity and insurance business. CSIS is responsible for developing and maintaining all annuity and insurance products as well as supporting related platforms and tools.

What you’ll do:

The Sr. Platform Manager of Insurance Services will be responsible for the tactical and strategic support of the technology infrastructure for the annuities and insurance business. Specific responsibilities include:

  • Ongoing management of the AnnuityNet enrollment platform for capture and transmission of annuity applications. Includes coordination of testing for quarterly engineered releases, drafting of Work Requests for vendor sizing, and facilitation of vendor meetings to discuss issues and concerns.

  • Lead initiatives to implement product/system enhancements to improve the client experience, increase efficiency, and or mitigate risks.

  • Build relationships with internal stakeholders and external partners (e.g., insurance carriers, vendors, etc.) to understand technical realities to actively manage the delivery of a project

  • Conduct requirements-gathering meetings with users and appropriately document requirements. Actively participate in discussions on potential solutions and enhancements.

  • Production support of all insurance tools, including trouble-shooting and problem resolution. Ensure the highest level of service for internal customers.

What you have:

  • 5+ years of relevant work experience in a technical project management and/or business analyst capacity

  • Experience in systems development life cycle including the ability to define and document specifications, work with developers to design/analyze alternative technical solutions, test completed code and complete a smooth implementation

  • Anticipates, manages and mitigates project risks. Escalates appropriately to bring management attention to issues.

  • Ability to lead and influence a diverse project team to collectively agree on project decision and action steps

  • Able to work comfortably with technical staff as well as business/non-technical individuals

  • Confidence in presenting strategic and tactical vision to the team and senior leaders for big-picture planning and day-to-day management of project goals

  • Effective time management and prioritization skills. Must be able to multi-task effectively.

  • Strong written, analytical, and problem-solving skills

  • Education: BA/BS

  • Knowledge of insurance industry and associated technology platforms is a plus

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • 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/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

Position Located In: CO - Lone Tree, CA - San Francisco, CO - Denver