Director, Software Development & Engineering (PL) – Wealth and Advice Solutions Tech
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 Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as a part of our ongoing commitment to democratize access to investing and financial planning.
Wealth and Advice Solutions Technology (WAS Tech) is an organization within Schwab Technology Services dedicated to supporting the technology needs of the Wealth and Advice Solutions (WAS) business. Our mission is to empower high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by delivering differentiated offerings and tailored financial advice that meets their unique needs.
As an Engineering Director within WAS Technology, you will drive the future growth of WAS platforms and capabilities. In this leadership position, you will:
- Lead multiple WAS Technology Software Engineering scrum teams, fostering a culture of collaboration, innovation, and technical excellence.
- Ensure consistent, predictable, and high-quality delivery by implementing best practices, modern tools, meaningful metrics, and automation frameworks.
- Oversee key areas including people management, software development, and testing, providing hands-on guidance and mentorship.
- Shape the technology roadmap and backlog, working closely with senior leadership to align technical strategy with business objectives.
- Deliver solutions that are flexible, scalable, and responsive to the rapidly changing needs of our clients and business environment.
What you have
Required Qualifications
- 12+ years’ expert level hands-on software development leadership experience
- 5+ years of professional experience as a director / leader of leaders building and growing teams that build distributed/scalable web applications
- Familiarity with DevSecOps and CI/CD practices, using tools like JIRA and Github
- Ability to articulate designs and guide engineers utilizing Java, PCF, Spring, Multi-threading, Messaging, Streaming, JSON, REST APIs, and Relational Databases
- Experience delivering cloud hosted, containerized, cloud native, 12-factor applications
- Setting strategic vision for application delivery in a collaborative/agile environment
- Identifying and resolving problems that require conceptual and innovative thinking
- Using industry trends and practices to develop new procedures, processes, and standards
- Building high functioning teams and mentoring leaders
- Bachelor’s degree in computer science or equivalent experience
Preferred Qualifications
- Prior experience in wealth management technology or fintech experience in brokerage, custodian, etc.
- Experience in a Scaled Agile Framework (SAFe) development environment
- Utilizing intelligence of the industry, market, and competition to influence strategy in the business area
- Promoting creativity, experimentation, and strategic thinking to differentiate Schwab from its competitors
- Exceling in driving active participation in cross-functional collaboration to fuel innovation and efficiency
- Establishing high standards, and fosters a culture of continuous growth and improvement
- Verbally delivers influential presentations that drive action and results
- Strong influencing, negotiation, and problem-solving skills with an ability to assess stakeholder needs and manage their expectations through effective communication
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
- 12+ years’ expert level hands-on software development leadership experience
- 5+ years of professional experience as a director / leader of leaders building and growing teams that build distributed/scalable web applications
- Familiarity with DevSecOps and CI/CD practices, using tools like JIRA and Github
- Ability to articulate designs and guide engineers utilizing Java, PCF, Spring, Multi-threading, Messaging, Streaming, JSON, REST APIs, and Relational Databases
- Experience delivering cloud hosted, containerized, cloud native, 12-factor applications
- Setting strategic vision for application delivery in a collaborative/agile environment
- Identifying and resolving problems that require conceptual and innovative thinking
- Using industry trends and practices to develop new procedures, processes, and standards
- Building high functioning teams and mentoring leaders
- Bachelor’s degree in computer science or equivalent experience
Preferred Qualifications
- Prior experience in wealth management technology or fintech experience in brokerage, custodian, etc.
- Experience in a Scaled Agile Framework (SAFe) development environment
- Utilizing intelligence of the industry, market, and competition to influence strategy in the business area
- Promoting creativity, experimentation, and strategic thinking to differentiate Schwab from its competitors
- Exceling in driving active participation in cross-functional collaboration to fuel innovation and efficiency
- Establishing high standards, and fosters a culture of continuous growth and improvement
- Verbally delivers influential presentations that drive action and results
- Strong influencing, negotiation, and problem-solving skills with an ability to assess stakeholder needs and manage their expectations through effective communication
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.


