Director, Software Development & Engineering (PL) - Wealth & Advice Solutions Technology
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.
Wealth and Advice Solutions Technology (WAS Tech) is an organization within Schwab Technology Services aligned to support the technology needs of Wealth and Advice Solutions (WAS) business which is a growth area for Schwab.
This Director position within WAS Tech reports directly to the Director of WAS Technology – Wealth Management. The role will lead discovery and implementation of client and advisor experiences, shared channel capabilities, and the next generation of portfolio management tools supporting Schwab’s flagship wealth advisory business serving high-net worth and ultra-high net worth retail investors with complex needs.
The role will require exceptional relationship management skills and close collaboration with the business and product teams, strategic vendors, and senior technology leaders across Schwab Technology Services.
The role includes hands-on management of both full-time employees and contractors including the vendor relationships with partner firms. The role encompasses establishing and directing the strategic and tactical goals for the teams, building a client-driven technology organization improving the software quality, platform, and technology service provided. You’ll ensure adequate and documented service levels across supported functions including production management, change management, vendor oversight, risk management in conjunction with both internal and external parties.
In addition to the functional responsibilities within the technology organization, the role will include establishing the target state architecture and executing the strategic delivery roadmap.
This role requires a highly motivated, organized, and experienced business-focused technology leader with a proven record of software delivery in a front office investment management, brokerage trading, and / or a fintech setting.
What you have
Required:
- 8+ years of experience leading engineering delivery teams in a wealth or fintech setting
- 15+ years of software engineering and architecture experience
- 5+ years of direct people leadership
- Extensive experience leading engineering delivery teams inclusive of scope, scheduling, budgeting, and project planning in an environment with aggressive delivery goals and business outcomes
- Proven record of delivering technology solutions within agreed upon budgets and timeframes across a large enterprise
- Substantiated experience raising the bar on staff collaboration, delivery performance and cultivating high performance work environments with integrated teams and organizational oversight of key business architecture and investment data functions
- BS software engineering or a similar discipline.
- Significant experience transforming teams through defining and executing a strategy, technology, organization, culture, process, and business change management
Preferred:
- Advanced degrees and coursework in business and finance is a plus
- People leadership as a leader of leaders
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:
- 8+ years of experience leading engineering delivery teams in a wealth or fintech setting
- 15+ years of software engineering and architecture experience
- 5+ years of direct people leadership
- Extensive experience leading engineering delivery teams inclusive of scope, scheduling, budgeting, and project planning in an environment with aggressive delivery goals and business outcomes
- Proven record of delivering technology solutions within agreed upon budgets and timeframes across a large enterprise
- Substantiated experience raising the bar on staff collaboration, delivery performance and cultivating high performance work environments with integrated teams and organizational oversight of key business architecture and investment data functions
- BS software engineering or a similar discipline.
- Significant experience transforming teams through defining and executing a strategy, technology, organization, culture, process, and business change management
Preferred:
- Advanced degrees and coursework in business and finance is a plus
- People leadership as a leader of leaders
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.