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Role Overview & Position Summary:
At Schwab, the Global Data Technology (GDT) organization leads the strategy, implementation and management of the enterprise data technology. They enable the management of data as assets and the delivery of data along the value-chain across Schwab. They help Marketing, Finance, Risk and various P&Ls make fact-based decisions by integrating and analyzing data as well as operationally leveraging data for competitive advantage. The team delivers innovative client experience capability and rich business insight through robust enterprise data-driven capabilities.
We are seeking to recruit a Senior Managing Director (SMD), Global Data Technology – STS Data to enable data-informed optimization of the Schwab technology operation. This is a newly created role; it will report to the Senior Vice President (SVP) Global Data Technology within the Schwab Technology Services (STS) organization and be based in Westlake, TX or Austin, TX.
Schwab’s GDT function aspires to serve as a trusted, service-oriented, and expert partner that provides information products and insights that deliver business value. It is our intent to drive activation of information solutions and intelligence to achieve targeted business outcomes, address data risk, and safeguard/drive competitive position. The leader of Schwab STS Data will be responsible for strategy and data solutions that position our CIO, CTO, and other senior STS leaders to make informed decisions on operations, workforce, expenditure, risk, and process. This leader will also be responsible for forging relationships with peer functions within STS to foster data team engagement, counsel, and support. This leader will be accountable for progress in data support of other STS functions and the overarching STS organization, while also contributing as a member of the larger GDT senior leadership team for collaborative decisions around data technology direction for the larger Schwab organization. Key stakeholder groups include the following:
- Schwab CIO
- Schwab CTO
- STS SVP functions:
- Strategy and Business Management
- Office of the CTO
- Client Experience Technology
- Corporate Technology Services
- Corporate Information Technology
- Advisor Services Technology
- Cross Enterprise Services
- Technology Infrastructure Services
- Schwab Cybersecurity Services
- Project Services
As a result, the Company expects to see:
- STS management decisions increasingly informed by trusted, integrated operational and administrative data
- STS-centric data repositories and reports tailored to the information needs of STS Strategy and Business Management
- Increased cross-functional insights into and correlations across STS operations and delivery functions yielding new opportunities for efficiencies, savings, and outcomes
- More streamlined and better governed STS data assets and reporting
- Improved relationships with and support of other STS functions from the GDT organization
- Better coordination of data efforts and approaches embedded in STS function initiatives
By leading and collaborating to deliver data solutions focused on running, optimizing, and transforming STS, the SMD leader will drive and enable value in such areas as:
- Technology Strategies: Enabling data capabilities in support of the strategies and initiatives within Schwab Technology Services, one of the largest areas of Schwab resource consumption
- Financial Management: Providing for short term financial management and decisions to operate STS in a healthy manner, as well as insights for longer term financial planning and strategy.
- Risk Mitigation: Increasing visibility to correlated areas of operational exposure and conflict, while providing overarching data capabilities to systematically assess and address STS risk.
- Enterprise Capabilities: Serving a breadth of technology data and metrics in a browse-able, navigable, and understandable format to support known and future use cases within Schwab Technology Services.
Reports to: Senior Vice President, Global Data Technology
Managing Director, STS Tools and Data – Business Strategy
Senior Manager, STS Repository Development
Senior Staff, STS Function Coordination
Approximately 20-person team (~15 employees, ~5 contractors)
We believe that, when done right, investing liberates people to build their own destiny. We are motivated by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to bring value for our clients, our firm and the world. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
We were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for hardworking, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Through Clients’ Eyes: https://www.youtube.com/watch?v=Qkic76FWat8
The Digital Experience team is responsible solving client experience with new technologies that are often a step beyond the business today. We research, build, test, and iterate on creating an enterprise wide design system that benefit our clients as well as longer-term product scalability. Schwab has a long history of questioning the status quo – whether it be the 24/7 quotes, or online brokerage, or the start of a mutual fund marketplace.
As a web Developer of the Digital team in the Digital transformation program, you will be helping Schwab innovate on behalf of clients and investors. This role will be part of the team implementing design system, used across all of Schwab applications.
Charles Schwab’s Technology Managing Directors thrive in a fast-paced and highly collaborative culture while delivering products that help Schwab customers learn, explore, and make life-impacting decisions on their paths to achieving their financial goals. The Enterprise Architecture team seeks a Managing Director of EA Governance to lead a team of architects responsible for firm-wide architecture governance across all platform strategy, solution architecture, technology products, application services and API’s, business capabilities, data architectures and cloud services.
This Managing Director is a technologist at-heart, capable of creating a team environment that values diversity, rewards both behaviors and delivery, and empowers big thinking aligned with Schwab’s mission to help clients and one another succeed. You are a self-starter with critical problem-solving, collaboration and facilitation skills to drive architecture oversight and alignment across Schwab. You thrive on active collaboration across business, product, and technology teams to drive impactful, meaningful and durable decisions that effectively balance long-term technology strategy and near-term business value.
You have a track record of delivering high quality technology products and services in a dynamic and high-growth environment. You have demonstrated experience creating clarity around priorities, inspiring cross-functional teams to engage and act, and developing teams that maintain focus on the customer and continuous improvement. You are a seasoned leader and mentor of senior staff, excel and close coordination across multiple architecture domains and technology groups, and adept at working with peer architecture and technology leaders across the organization.
In this role, you will define requirements for, implement changes to, and own ongoing operation of Enterprise Architecture governance processes, methods and tools, including leadership of the Architecture Review Board and related governance functions. You will also direct the operation of Schwab’s federated governance practices, directly linking technology strategy and architecture direction with ongoing near-term solution development and delivery. This involves working with the various owners in the technology organization at large to ensure coverage and consistency of governance reviews as required to meet the regulatory and organizational objectives. As a senior leader, you will assist in management of executive reporting, budgets and related activities across the Enterprise Architecture function.
This role reports to the Senior Managing Director of Enterprise Architecture under the direction of the CTO.
The Senior Voice Engineer will have the opportunity to help shape the next generation of Collaboration at Charles Schwab & Co. This position will be deeply engaged in a dynamic, creative environment that is closely aligned with strategic business objectives. The ideal candidate will have proven technical leadership experience and a track record of engineering and implementing highly available voice solutions.
Charles Schwab’s Technology Managing Directors thrive in a fast-paced and highly collaborative culture while delivering products that help Schwab customers learn, explore, and make life-impacting decisions on their paths to achieving their financial goals. The Application & Platform Architecture team seeks a Managing Director of Platform Architecture to lead a team of architects responsible for defining Schwab’s next generation technology platform to enable rapid product and technology delivery and innovation for Schwab’s clients.
This Managing Director is a technologist at-heart, capable of creating a team environment that values diversity, rewards both behaviors and delivery, and empowers big thinking aligned with Schwab’s mission to help clients and one another succeed. You are a self-starter with strong problem-solving skills who enjoys collaborating broadly across business, product, and technology teams to craft architecture that enables long-term business vision as well as increments that bring value now.
You have a track record of delivering high quality technology products and services in a dynamic and high-growth environment. You have demonstrated experience creating clarity around priorities, inspiring cross-functional teams to engage and act, and developing teams that maintain focus on the customer and continuous improvement. In this role, you will manage delivery of platform architecture in alignment with company strategy and the target-state, including the coordination, prioritization, and communication of commitments across Schwab teams. You will also develop architecture strategy and personally craft elements of that strategy alongside your team and partner organizations followed by communicating it broadly to executives and the Schwab technology community.
This role reports to the VP of Application and Platform Architecture.
Wealth Management Technology is an organization within Schwab Technology Services and is responsible for delivering robo-advisor solutions used by Schwab clients and advisors.
As a Senior DevOps Engineer, you will be responsible for delivering high quality solutions that enable optimum production availability and innovative monitoring and restoration capabilities in a flexible, collaborative and rapidly changing delivery environment. It requires highly motivated and focused software engineers curious to build new and innovative internal solutions for our client teams.
Our Cross Enterprise Utilities team (CES) is looking for a highly talented technologist to lead solution architecture for Schwab’s Digital Utilities group. This team is responsible for developing and delivering cross-enterprise utilities which provide highly-reliable and scalable solutions that support all of Schwab’s line of businesses. This is an exciting opportunity to join a highly visible team that delivers innovative business solutions leveraging emerging technologies at Schwab. We are looking for somebody with a minimum of 5 years of experience as an architect, building complex, highly scalable applications with low latency.
Schwab is recruiting a driven, results-oriented Senior Scrum Master who shares our passion for technology, innovation and excellence. Our main goal here at Schwab is to transform people’s lives by changing the way the world invests. We are in the midst of re-architecting and rebuilding our core enterprise software platform to support our rapidly growing and evolving business. We are moving towards a Test Driven development and Continuous Integration environment using Bamboo and Bitbucket. The candidate will work aside a team of seasoned engineers whose main objective is to maintain all aspects of the overall software development lifecycle and ensure the on-time, quality delivery of software product releases.
This position will be part of a Digital accelerator journey at Schwab and we will focus on driving client-centricity, reducing time to market & increasing efficiency. The model is insights-driven and focuses on rapid iterations to drive innovation and transformation. Ideal candidates enjoy fast-paced environments, thrive under ambiguity and embrace change passionately. This is a unique opportunity to grow and transform our business through driving significant step-change in our time to market, building more integrated client-centric experiences, and enabling project success via cross-functional coordination and ownership.
Charles Schwab’s Architects thrive in a leading-edge work culture while developing products that help Schwab customers learn, explore and make life-impacting moves on their paths to achieving their goals. The Platform & Application Architecture Team is looking for a Solution Architect to work on Common Components and a Target State Reference Architecture for the extended Schwab technology organization. This position requires a self-motivated individual with strong leadership qualities, architectural breadth and technical depth who can reliably contribute in a highly collaborative culture and Agile team environment. You will analyze, model, and develop complex and high-level architecture plans that require the integration of multiple technologies and coordination of functional areas across the organization. You will work closely with other technologists to define the strategy for the firm and provide critical capabilities that impact the entirety of Schwab technology across multiple diverse lines of business. You will generalize established and emerging architectural requirements and best practices into clear architectural direction for the enterprise. You will be a part of Schwab's Platform & Application Architecture team: A group of thought leaders responsible for holistic Technology strategy (Mobile, Web, Data, Cloud, etc.).
If you consider yourself someone that strong developers, leads and architects want to work with and you have the uncanny ability to drive a compelling long-term technology vision this is an opportunity to lead the development of a unified Schwab enterprise. Your hands-on experience in cloud architectures (SaaS, PaaS and IaaS) and deep interest and experience in broad enterprise platforms (information architecture, information flow, appropriate modularization and loose coupling while measuring flexibility with specification and optimization) will have direct impact on the direction of the company, our customers and our industry.
Technology Risk & Cybersecurity Compliance (TRACC) team is responsible for providing ongoing testing of Schwab Cybersecurity controls, decentralized application access management controls, validating issue closure for selected findings and remediation plans, and identifying and developing automated and self-testing efficiencies.
Reporting to a TRACC Senior Manager, the successful Senior Staff will be responsible for supporting a first line of defense risk-based testing and assessment program intended to evaluate risks and internal controls across the Schwab Technology Services (STS) environment. The Senior Staff will operate within a team of IT security risk assessment practitioners with the objective of testing internal controls to identify control gaps, reduce risk, advance audit readiness objectives, and promote adherence to Schwab and STS policies and standards, regulatory requirements, as well as industry standard common control frameworks. The Senior Staff will work closely with Information Security Risk Management (ISRM), Operational Risk Management (ORM), and other control groups on coordinating and executing the SCS Risk and Control Assessment program to identify and leverage efficiencies and reduce audit exceptions.
Schwab Advisor Portfolio Connect (SAPC) is looking for an expert Scrum Master who can lead multiple scrum teams at the same time. Ideal candidates must thrive in a fast paced team environment, and have a strong passion for technology and innovation.
Charles Schwab is looking for a candidate passionate about technology and looking to join an organization focused on outstanding customer service. The Data Center Operations (DCO) organization provides technology solutions and support for Schwab employees. The National Service Desk (NSD), as part of DCO, provides IT help desk services as well as remote technical support for Schwab employees. The NSD maintains a steady focus on employees' technology needs, with a goal of restoring service at the first point of contact 75% of the time.
The Platform & Application architecture team is looking for an experienced solution architect to define, implement, and support the quality assurance technical strategy initiative for the organizations across the firm. You will be responsible for enabling software quality assurance at different stages of the software development lifecycle and end-to-end planning, designing, and creating test data. You will be responsible for creating application architecture blueprint for managing test data across multiple enterprise data sources and enable on demand availability of the test data. You will define appropriate data manufacturing, and harvesting options including NPI, and PCI data scrubbing for different environments. You will establish standards, including processes, framework and tools to accelerate automation efforts and the transition to a CI/CD framework at enterprise level and ensure teams follow the established norms. This position includes cross functional interaction with architects, developers, QA Engineers, and product managers to identify risk areas, testing responses, and ensure total quality.
We are looking for an experienced and highly motivated Director-level Omni-Channel Architect to join Charles Schwab's Application and Platform Architecture team. The role will push forward Schwab’s multi-year Omni-Channel transformation vision by creating architecture and design that defines the platform and capabilities that bring that vision to life. You'll work closely with business, product, and technology partners to translate ambitious business vision and requirements into innovative solution architecture that enables contextual experiences and both conversation and channel continuity for Schwab’s customers. The right individual will be a proactive, self-starter that enjoys and thrives when connecting people and technology to solve complex problems and delight our customers. If you have a passion and skill for long-term end-to-end thinking balanced with crafting architecture increments that enable value for customers now, this role is for you!
The Solution Architecture team within the Application and Platform Architecture organization is responsible for providing architecture services to the company’s highest priority initiatives. We are an organization that values diverse and big thinking, rewards both behaviors and delivery, and focuses on growth and continuous improvement – all in support of Schwab’s mission to help clients and one another succeed. This role is a unique opportunity to join a team and company at the beginning of a multi-year platform transformation whose work will have direct impact on company direction, our customers, and our industry.
We are looking for an experienced and highly motivated Director-level Solution Architect to join Charles Schwab's Application and Platform Architecture team. The role will push forward Schwab’s multi-year platform transformation vision by creating architecture and design guidance for its top priority initiatives. You'll work closely with business, product, and technology partners to translate ambitious business vision and requirements into innovative solution architectures that enable the company’s highest priority objectives and align to both the Schwab technology strategy and target-state architecture. The right individual will be a proactive, self-starter that enjoys and thrives when connecting people and technology to solve complex problems at-scale. You will analyze, model, and develop complex and high-level architecture plans that require the integration of multiple technologies and coordination of functional areas across the organization. If you have a passion and skill for long-term end-to-end thinking balanced with crafting architecture increments that enable value for customers now, this role is for you!
The Solution Architecture team within the Application and Platform Architecture organization is responsible for providing architecture services to high priority initiatives. We are an organization that values diverse and big thinking, rewards both behaviors and delivery, and focuses on growth and continuous improvement – all in support of Schwab’s mission to help clients and one another succeed. This role is a unique opportunity to join a team and company at the beginning of a multi-year platform transformation whose work will have direct impact on company direction, our customers, and our industry.
We’re looking for a talented, driven, results-oriented & highly technical QA Architect to join our Enterprise Quality Strategy program, who shares our passion for technology, innovation, and excellence. The QA Architect will have responsibility for establishing QA technology standards, including processes, frameworks, and tools to accelerate automation efforts and the transition to a CI/CD framework at enterprise level and ensure teams follow the established norms. This position includes cross functional interaction with developers, QA Engineers, and product managers to identify risk areas, testing responses, and ensure total quality.
The Online Security Technology team is looking for a talented technologist to lead the architecture of Schwab’s authentication platforms. The team is working on modernizing our existing security platform with new standards based solution that is extendible, highly available, secure and yet easily usable. When completed, the application should support multi-dimensional application security needs of our company. This is an exciting opportunity to join a highly visible team that delivers innovative business solutions leveraging emerging technologies at Schwab.