Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning. As a member of the Advisor Experience Technology - Digital Onboarding Organization, you will be immersed in a collaborative, fast-paced and technically challenging environment. We're looking for an experienced Technology Leader who is enthusiastic about applying one’s foundation in technology, Institutional business, and industry best practices to support the evolution of the Advisor Services platform(s). The role will require strong work ethics, problem solving skills, being detailed oriented, working with ambiguity, and the ability to partner with business and technologists across the organization to achieve outcomes. There is a strong emphasis on demonstrating thought & servant leadership, demonstrating managerial courage, applying domain expertise to solve complex challenges unique to the Institutional domain and ensuring an optimal client experience. As a leader in this team, you will be consulted by product, business, and technology teams to establish process, create governance, and mature existing practices to deliver a world-class product. The Advisor Services group is one of the fastest growing and most profitable teams within Schwab and as such requires highly skilled leaders to help guide our engineering teams and practices. This is a leadership position to support and lead multiple teams across disparate locations/time-zones and technologies. You will be part of a high-performing engineering team responsible for building and enhancing enterprise-grade, web-based solutions that power Advisor Services Digital Onboarding platforms. These platforms enable core capabilities including Onboarding Advisor and End Clients, account management, API Integration for 3rd Party Firms, trading and operational workflows, portfolio insights, reporting, document management, and integrated advisor tools that support end-to-end Advisor experiences. As part of this team, you will contribute to modernizing platform architecture, improving scalability and resilience, and driving innovation through seamless integration across enterprise offerings. This work plays a critical role in evolving the Advisor and Client Onboarding & Account Management experience and delivering differentiated value across the broader Advisor Services ecosystem.
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Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed