✦ Luna Orbit — Business Analysis

Business Systems Analyst Advisor%2C Wealth %26 Asset Management

at Charles Schwab

Unknown Posted April 16, 2026
Type Not Specified
Experience mid
Exp. Years Not specified
Education Not specified
Category Business Analysis

This role appears to be for a Business Systems Analyst Advisor supporting Wealth & Asset Management. The focus is likely on analyzing business systems and advising stakeholders on improvements for the wealth/asset management area.

  • Analyze business system needs for wealth and asset management
  • Advise stakeholders on business systems improvements
  • Gather and document requirements
  • Identify process/system gaps
  • Support solution alignment between business and systems

The posting provides no specific technology stack or tools. Scope is likely business systems and requirements analysis for wealth and asset management processes.

The ideal candidate is an experienced business systems analyst-advisor who understands wealth and asset management workflows and can translate business needs into system requirements and solutions. They are comfortable working with stakeholders to analyze processes, identify gaps, and guide improvements.

Business systems analysisAdvising on business systems for wealth and asset management
Not specified
Business systems analysisadvisory business analysiswealth and asset management domain understanding
Business systems analysisAdvisory business analysisWealth and asset management domain understanding
CommunicationStakeholder managementProblem-solvingRequirements gathering
Industry Banking
Job Function Advise on and analyze business systems supporting wealth and asset management.
Role Subtype Business Analyst
Business Systems AnalystAdvisorWealthAsset ManagementCharles Schwab
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