Director, AI-First Software & Platform Transformation

Charles Schwab

Southlake (TX)

On-site

USD 180,000 - 280,000

Full time

21 hours ago
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Benefits offered by this job

401(k) with company match
Employee stock purchase plan
Paid time off and sabbatical after 5+
Paid parental leave and family support
Tuition reimbursement
Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Director of Software Development & Engineering to lead the transformation of Schwab’s Client Data Platform and other broker-dealer capabilities. You will establish vision, architecture, and execution discipline to modernize critical platforms, retire legacy systems, and improve quality, resiliency, and scalability.

You will define an AI-first engineering model to apply AI across the lifecycle and collaborate with senior leaders, technology partners, and

Qualifications

  • Bachelor’s degree in Computer Science, Information Systems, or a related field.
  • 10+ years of experience managing broker-dealer systems with a focus on system transformation.
  • Deep knowledge of broker-dealer capabilities and regulatory considerations affecting technology platforms.
  • Demonstrated experience leading large-scale, complex technology transformations from strategy through implementation.
  • Broad technical expertise across application development, cloud-based development, web services, middleware, operating systems, databases, networking, security, and IT infrastructure.
  • Demonstrated experience leading AI-first delivery across the software development lifecycle, including generative or agentic AI applications.
  • Experience developing and executing legacy-system exit strategies (data migration, debt reduction, decommissioning).
  • Experience building and leading globally distributed engineering teams.
  • Ability to influence senior stakeholders, set clear expectations, resolve competing priorities, and drive transformation outcomes.

Responsibilities

  • Define and drive the transformation of Schwab’s Client Data Platform and related broker-dealer capabilities.
  • Establish vision, architecture, operating model, and execution discipline for modernization efforts.
  • Operationalize an AI-first engineering model across the lifecycle: requirements, design, development, testing, and production operations.
  • Lead senior leaders, partners, and distributed teams through multi-year transformation programs.
  • Oversee vendor relationships and manage multi-year, cross-functional transformation outcomes.

Skills

Broker-dealer domain knowledge
Leadership & team management
AI-first delivery
Strategic transformation
Stakeholder influence
Global/distributed teams
Regulatory navigation
Communication to executives

Education

Bachelor’s degree in Computer Science/Information Systems or related field

Tools

Cloud development
Web services
Middleware
Operating systems
Databases
Networking
Security
IT infrastructure

Job description

Charles Schwab is seeking a Director of Software Development & Engineering to lead the transformation of Schwab’s Client Data Platform and other broker-dealer capabilities. You will establish vision, architecture, and execution discipline to modernize critical platforms, retire legacy systems, and improve quality, resiliency, and scalability.

You will define an AI-first engineering model to apply AI across the lifecycle and collaborate with senior leaders, technology partners, and

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