AI Developer - Financial Crimes AI & Automation
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s Financial Crimes Risk Management Shared Services organization builds technology that helps financial crimes professionals reduce repetitive work and focus on risk decisions requiring human judgment. As an AI Developer, you will design, build, test, deploy, and support production-ready AI agents and automated workflows using Microsoft Power Platform, Microsoft Copilot Studio, and related development tools.
This is an opportunity to turn complex business and risk needs into practical AI-enabled solutions that improve operational effectiveness and strengthen financial crimes risk management. You will collaborate with business users, process owners, technical teams, and control partners; make thoughtful architecture and integration decisions; evaluate quality and edge cases; and continuously improve solutions after launch.
You will join a collaborative environment where innovation is grounded in responsible development, strong controls, and service to our clients and colleagues. At Schwab, we lead with integrity and service, succeed together as One Schwab, and empower employees to own their tomorrow through meaningful work, continuous learning, and opportunities to grow as AI capabilities evolve.
What you’ll do
- Design and develop AI agents, automated workflows, and AI-enabled applications using Microsoft Power Platform, Microsoft Copilot Studio, Power Automate, Dataverse, and related development capabilities.
- Translate business, process, risk, and control requirements into scalable solution architectures and production-ready technical designs.
- Build custom agents, plugins, actions, orchestration patterns, custom connectors, integrations, and data structures that support reliable end-to-end solutions.
- Integrate applications and workflows with APIs, approved data sources, connectors, and enterprise systems.
- Write, review, troubleshoot, and improve code supporting AI, automation, integration, and data-processing solutions.
- Own solutions throughout design, development, testing, documentation, deployment, monitoring, production support, and continuous improvement.
- Evaluate solution quality, edge cases, traceability, human-review needs, security considerations, and responsible handling of sensitive data.
- Monitor production performance, analyze logs, resolve incidents, remediate defects, and maintain operational stability.
- Communicate technical decisions clearly and collaborate across business, technology, and control teams.
- Explore emerging AI capabilities and recommend practical approaches that can improve adoption, effectiveness, and scalability.
Location & Work Arrangement: This hybrid role requires four days per week in the office and one remote workday. Candidates must live in, or be willing to relocate on their own to one the listed locations.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required qualifications
- 3+ years of professional software development, application development, automation engineering, or related experience, including at least 1 year of hands-on experience developing solutions with Microsoft Power Platform or Microsoft Copilot Studio.
- Hands-on experience developing AI agents, automated workflows, or AI-enabled applications using Microsoft Power Platform.
- Experience developing advanced solutions in Microsoft Copilot Studio, including custom agents, plugins, actions, or orchestration patterns.
- Experience with Power Automate and Dataverse, including data models, tables, security structures, and integrations, as well as custom connectors or related Microsoft development capabilities.
- Software development or computer science foundation with the ability to write, review, troubleshoot, and improve code.
- Experience translating business requirements into scalable solution architectures and production-ready designs.
- Experience integrating applications or workflows with APIs, connectors, approved data sources, or enterprise systems.
- Experience owning solutions through design, development, testing, documentation, deployment, monitoring, and production support.
- Experience troubleshooting production solutions through log analysis, issue remediation, and operational support.
- Ability to collaborate across business, technology, and control teams and communicate technical decisions clearly.
Preferred qualifications
- Experience delivering AI, automation, internal application, or case-management solutions in a production environment.
- Proficiency with Python, C#, or another modern programming language used for AI, automation, integration, or data engineering.
- Experience designing solutions that incorporate controls, traceability, testing, human review, and responsible handling of sensitive data.
- Experience in financial services, financial crimes, fraud, anti-money laundering, risk, compliance, or another regulated environment.
- Demonstrated adaptability and learning agility when applying emerging AI tools and development approaches.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 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
What you are good at
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required qualifications
- 3+ years of professional software development, application development, automation engineering, or related experience, including at least 1 year of hands-on experience developing solutions with Microsoft Power Platform or Microsoft Copilot Studio.
- Hands-on experience developing AI agents, automated workflows, or AI-enabled applications using Microsoft Power Platform.
- Experience developing advanced solutions in Microsoft Copilot Studio, including custom agents, plugins, actions, or orchestration patterns.
- Experience with Power Automate and Dataverse, including data models, tables, security structures, and integrations, as well as custom connectors or related Microsoft development capabilities.
- Software development or computer science foundation with the ability to write, review, troubleshoot, and improve code.
- Experience translating business requirements into scalable solution architectures and production-ready designs.
- Experience integrating applications or workflows with APIs, connectors, approved data sources, or enterprise systems.
- Experience owning solutions through design, development, testing, documentation, deployment, monitoring, and production support.
- Experience troubleshooting production solutions through log analysis, issue remediation, and operational support.
- Ability to collaborate across business, technology, and control teams and communicate technical decisions clearly.
Preferred qualifications
- Experience delivering AI, automation, internal application, or case-management solutions in a production environment.
- Proficiency with Python, C#, or another modern programming language used for AI, automation, integration, or data engineering.
- Experience designing solutions that incorporate controls, traceability, testing, human review, and responsible handling of sensitive data.
- Experience in financial services, financial crimes, fraud, anti-money laundering, risk, compliance, or another regulated environment.
- Demonstrated adaptability and learning agility when applying emerging AI tools and development approaches.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.