Charles Schwab Corporation

Managing Director, Data Acquisition & Conversion

Job Locations US-TX-Westlake | US-CO-Lone Tree
Requisition ID
Posted Date
2 months ago(6/3/2020 5:21 PM)
Position Type
Full time

Your Opportunity

Our main goal here at Schwab is to transform people’s lives by changing the way the world invests.


Schwab is recruiting to hire a results-oriented technology leader with a strong track record in leading large scale data acquisition and conversion efforts in a financial services industry setting.  The Cash & Stock (CSS) Technology group provides Cashiering, Asset Servicing and other Core Brokerage business capabilities to Schwab’s Retail and Institutional businesses by developing innovative, unique-in-class investment products.  


We are looking for a Managing Director, Data Acquisition & Conversion who will excel in leading a dynamic team, in a fast-paced and agile environment, to develop a data acquisition and conversion strategy and then implement it at an enterprise wide level in support of large scale mergers and acquisitions.

What you are good at

The primary responsibility of the Managing Director, Data Acquisition & Conversion is to take technology ownership and be the single point of accountability for planning and implementing the strategy to acquire, transform and convert non-financial and financial data supporting large Merger & Acquisition initiatives at Schwab.  You will own the organization of teams, preparation of platforms and designing and optimizing processes that engage with acquired data, systems and organizations to execute the conversion of client centric data as well as balances and position data from acquired entities to Schwab’s Broker/Dealer platform.


This role requires leading a dynamic team of individual contributors, subject matter experts and team managers, as well as effectively collaborating cross enterprise with other technology peers, executives and business partners. You must have strong technology implementation, organizational and people leadership capabilities as well as the experience of leading large Agile-oriented Product Development teams. The ability to understand, develop and align with technology and business strategies and goals, and communicate to senior technology and business leadership is an essential component of the role.  You should have a passion for influencing and inspiring teams in developing innovative solutions that meet the enterprise’s needs.

What you have


  • Bachelor's degree in Computer Science or related discipline.
  • 10+ years of leading and managing IT teams, with project management, resource management, and offshore resource management capabilities.
  • 3+ years of experience in Financial Services Industry a plus.
  • 5+ years of experience with running medium to large/complex projects with multiple dependencies.


Leadership and Management

  • Demonstrated ability to define and communicate strategy and vision and influence across the Enterprise is essential
  • Demonstrated ability to effectively inspire and influence teams and partners in delivering technology enabled business solutions that meet business needs.
  • Ability to execute at scale in a dynamic environment
  • Ability to build strong relationships and promote collaboration
  • Ability to identify talent, recruit, hire, and build high performance teams
  • Ability to coach, mentor, and provide and accept direct, timely performance feedback; experience setting direction, tracking progress, and ensuring accountability
  • Strong interpersonal, analytical, problem solving and organizational skills.
  • Good verbal and written communication skills.
  • Ability to thrive in a flexible and fast-paced environment across multiple time zones and locations.
  • Experience in planning, implementation and support of business application components, including change and release management.



  • Broad and deep knowledge of IT/software technology, processes and trends
  • Domain knowledge and experience in setup of large scale conversion and testing environments, infrastructure support, application development, cloud based application development, web services, middleware, operating systems, databases, networking, security and business intelligence.
  • Good knowledge of Microsoft Windows, Red Hat LINUX, standard relational databases, such as Microsoft SQL Server, IBM DB2 or Oracle and NO SQL Databases. 
  • Experience leading legacy technology stack is a plus.
  • Prior programming experience with .NET, C#, C++and/or Java is a plus.
  • Prior experience in managing remote and distributed team members in a global setting is a plus.
  • Leading and participating in complex, large scale, organizational acquisitions and integration efforts is a significant plus.
  • Experience leading in a Scaled Agile delivery environment and implementing Continuous Deliver is a significant plus.


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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.

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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.