Director, Architect Principal - Capacity Planning
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.
Schwab’s Capacity Planning Team, within the Application Architecture team, is in search of a director-level Principal Architect with Public Cloud and AI experience to scale capacity planning practices across the enterprise and support resiliency. Under the direction of the CTO, the Capacity Planning team is tasked with ensuring the capacity, availability, and resiliency of critical applications and infrastructure to ensure that clients can transact anytime through the channels of their choice. This role will drive application and infrastructure capacity planning strategy for a variety of activities such as public cloud adoption, acquisitions and integrations, application modernization, and digital enablement. The role requires close collaboration with leaders, architects, and engineers across many organizations within the Technology, Operations, and Data (TOD) organization.
Key Responsibilities:
- Apply substantial capacity planning practices, technical experience, and expert-level architectural thinking to project demand and capacity to manage current critical systems and complex multi-year transformation initiatives, strategic programs, projects, and platform decisions.
- Map key business transactions (KBTs) and critical infrastructure components, assess the current capacity baseline, and overlay current versus proposed demand and capacity to meet business needs. Translate the impact of capacity issues into business performance measures and assist in the reporting of risks and insights.
- Provide guidance and standards in the design and implementation of robust, scalable, reliable, and highly available, resilient systems while balancing infrastructure efficiency.
- Partner with KBT Owners, Infrastructure & Operations (I&O), Cloud, Site Reliability Engineering (SRE) within Schwab Technology
- Services (STS), Schwab Data, and Business Operations and Enterprise Transformation (BOET) organizations to capture business, application, and infrastructure metrics for capacity assessment and translate those into infrastructure needs.
- Scale capacity planning practices beyond KBTs and critical infrastructure components and strengthen the community of practice for application and infrastructure architecture at Schwab through AI and cloud capabilities, reusable patterns, and frameworks.
What you have
Required Qualifications:
- B.S./B.A. in Computer Science, Engineering, Data Science, or a statistical or other quantitative field.
- 10+ years of experience in application architecture, design, development, hosting, and maintenance of complex and highly scalable systems in highly regulated industries (e.g., finance, insurance, healthcare, government).
- 7+ years of experience as a solution architect or principal architect in solution architecture and maintenance architecture using a wide range of technical stacks, such as the Python data science stack (Pandas, NumPy, Matplotlib, Scikit-Learn, Jupyter, etc.) or the full Java development stack.
- 7+ years of experience working with databases (e.g., SQL Server, Oracle, PostgreSQL, etc.).
- 5+ years of experience architecting and designing systems for optimized scaling and performance.
- 5+ years of experience working effectively at all levels of an organization, with the ability to influence and inspire others and lead decisions that deliver clear, positive results for the company.
- 5+ years of experience with data mining, business intelligence, analytics, and visualization tools (e.g., Power BI) and data frameworks.
- 5+ years of experience with monitoring and alerting tools (Grafana, Datadog) and with automating tools and scripts to streamline processes and reduce manual intervention, including infrastructure as code (IaC).
- 5+ years of experience with problem-solving, root cause analysis, and business impact analysis for incidents related to capacity and scalability, as well as application health assessments for application areas considered at risk for capacity and scalability.
- 3+ years of experience in cloud-native design (GCP, AWS, Azure), including microservices, containers, event-driven applications, configuration and deployment strategies, and security and performance tuning of large data streams and APIs.
- 3+ years of experience curating architectural principles, guidance, and governing architecture based on established principles.
- 2+ years of experience with AI tools and technologies including AI-assisted software development.
- 2+ years of experience leading a center of excellence for architecture.
Preferred Qualifications:
- Anticipates and responds to evolving business needs while managing organizational priorities
- Leverages analytical insights to shape policy, drive outcomes, and guide strategy
- Communicates key information with stakeholders across multiple channels to ensure successful outcomes
- Utilizes knowledge of the industry, market, and competition to influence strategy in the business area
- Utilizes holistic, abstract, or theoretical perspectives to guide strategic direction and anticipate industry trends
- Transforms data into actionable insights and mentors others in diagnostic techniques
- Influences innovative solutions and contingency plans in the broader business area
- Promotes creativity, experimentation, and strategic thinking to differentiate Schwab from its competitors
- Exerts executive influence to drive enterprise-wide direction and optimize partnerships
- Fosters strong cross-group connections, approaching sensitive issues with empathy
- Takes responsibility for empowering people toward greater results
- Sets the benchmark for organizational credibility, ethical conduct, and confidentiality
- Crafts persuasive messages that shape and influence behaviors to drive outcomes
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
Required Qualifications:
- B.S./B.A. in Computer Science, Engineering, Data Science, or a statistical or other quantitative field.
- 10+ years of experience in application architecture, design, development, hosting, and maintenance of complex and highly scalable systems in highly regulated industries (e.g., finance, insurance, healthcare, government).
- 7+ years of experience as a solution architect or principal architect in solution architecture and maintenance architecture using a wide range of technical stacks, such as the Python data science stack (Pandas, NumPy, Matplotlib, Scikit-Learn, Jupyter, etc.) or the full Java development stack.
- 7+ years of experience working with databases (e.g., SQL Server, Oracle, PostgreSQL, etc.).
- 5+ years of experience architecting and designing systems for optimized scaling and performance.
- 5+ years of experience working effectively at all levels of an organization, with the ability to influence and inspire others and lead decisions that deliver clear, positive results for the company.
- 5+ years of experience with data mining, business intelligence, analytics, and visualization tools (e.g., Power BI) and data frameworks.
- 5+ years of experience with monitoring and alerting tools (Grafana, Datadog) and with automating tools and scripts to streamline processes and reduce manual intervention, including infrastructure as code (IaC).
- 5+ years of experience with problem-solving, root cause analysis, and business impact analysis for incidents related to capacity and scalability, as well as application health assessments for application areas considered at risk for capacity and scalability.
- 3+ years of experience in cloud-native design (GCP, AWS, Azure), including microservices, containers, event-driven applications, configuration and deployment strategies, and security and performance tuning of large data streams and APIs.
- 3+ years of experience curating architectural principles, guidance, and governing architecture based on established principles.
- 2+ years of experience with AI tools and technologies including AI-assisted software development.
- 2+ years of experience leading a center of excellence for architecture.
Preferred Qualifications:
- Anticipates and responds to evolving business needs while managing organizational priorities
- Leverages analytical insights to shape policy, drive outcomes, and guide strategy
- Communicates key information with stakeholders across multiple channels to ensure successful outcomes
- Utilizes knowledge of the industry, market, and competition to influence strategy in the business area
- Utilizes holistic, abstract, or theoretical perspectives to guide strategic direction and anticipate industry trends
- Transforms data into actionable insights and mentors others in diagnostic techniques
- Influences innovative solutions and contingency plans in the broader business area
- Promotes creativity, experimentation, and strategic thinking to differentiate Schwab from its competitors
- Exerts executive influence to drive enterprise-wide direction and optimize partnerships
- Fosters strong cross-group connections, approaching sensitive issues with empathy
- Takes responsibility for empowering people toward greater results
- Sets the benchmark for organizational credibility, ethical conduct, and confidentiality
- Crafts persuasive messages that shape and influence behaviors to drive outcomes
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.


