Director, Retirement Technology Expert (PL)
About The Position
At Schwab, this role is part of Workplace Services Engineering within Schwab Technology Services, an organization undergoing a major transformation. Workplace Services supports employers with retirement, equity, and workplace financial solutions that help participants build financial futures. The selected candidate is expected to work on site in the specified location(s). The Retirement Technology and Product Expert partners with the Retirement Technology Senior Leadership Team, providing retirement-domain, technology, and product expertise for the RPS modernization journey. The role helps leaders translate retirement business needs into technology strategy, shape the modernization roadmap, and make informed decisions as the RPS platform evolves. The supported platforms are essential to Schwab’s Retirement lines of business. The role calls for deep understanding of the retirement industry and prevalent technology platforms, along with a focus on continual improvement, product thinking, and data-driven decision making. It involves advising on technology, product, and platform decisions across RT lines of business; supporting modernization planning and execution; coordinating across business and technology teams; and communicating strategy, progress, risks, dependencies, and decisions to leadership.
Requirements
- 10+ years of experience in technology or product roles within retirement, recordkeeping, or workplace financial services, ideally in a complex ecosystem with many applications.
- Deep knowledge of retirement plan products and recordkeeping platforms, including how business capabilities are delivered through technology.
- Experience leading or supporting large-scale platform transformation or modernization efforts, including roadmap development, phased delivery, migration, and integration.
- Ability to translate business needs into product and technology requirements, assess a platform’s current state, and turn findings into a prioritized roadmap.
- Ability to advise and influence senior leaders and build credibility with business, product, and technology partners without direct authority.
- Excellent written and verbal communication skills to convey strategy, updates, and recommendations to stakeholders at all organizational levels.
- Strong analytical and problem-solving skills, including using data to frame options, evaluate trade-offs, and track decisions and action items through completion.
Nice To Haves
- Strong desire to lead adoption of new technologies and AI innovation and to be a catalyst for change.
- Hands-on familiarity with RPS or similar recordkeeping platforms and modern architecture concepts such as APIs, cloud-based platforms, and domain-driven design.
- Experience with Agile delivery, product management practices, and enterprise planning tools in a regulated financial services environment.
- Bachelor of Science in computer science, business, finance, or a related field.
Responsibilities
- Serve as a trusted member of the Retirement Technology Senior Leadership Team on retirement technology, product, and platform decisions across RBS, SRT, and RPS.
- Provide subject-matter expertise on retirement products and recordkeeping capabilities, including plan administration, participant experience, contributions, distributions, loans, and regulatory compliance, and how they map to RPS platform capabilities.
- Support the RPS modernization journey, including target-state vision, product and capability roadmaps, iterative execution planning, prioritization, and sequencing of multi-phase initiatives.
- Assess the current state of RPS and adjacent Retirement Technology platforms, identify capability gaps, technical debt, and modernization opportunities, and make clear recommendations to leadership.
- Partner with business, product, architecture, engineering, SAVE, and operations teams to align requirements, priorities, and delivery outcomes across the modernization program.
- Prepare executive-ready strategy documents, roadmaps, business cases, and status updates that communicate progress, risks, dependencies, and decisions needed.
- Support planning, resource sizing, release scheduling, and cross-team dependency management, and help leaders identify and mitigate risks as modernization phases progress.
- Champion adoption of AI and new technologies, including Microsoft 365 Copilot, to improve productivity, decision making, and software delivery.
- Foster continual improvement, open and transparent conversations, camaraderie, and coordination focused on outcomes.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
