Director, Head of Technical Research and Strategy

Charles Schwab; Boston (MA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A leading financial services company is seeking a Director, Head of Technical Research and Strategy to lead the Schwab Center for Financial Research. This role requires a strong background in technical analysis, with a focus on producing actionable market insights and trading strategies. The ideal candidate will have over 10 years of experience and will excel in leading teams while communicating complex financial insights effectively. This position promotes a hybrid work culture and offers various benefits including a 401(k) with company match and health insurance.

Qualifications

• 10+ years of experience in technical research and analysis.
• Strong market knowledge across asset classes.
• Expertise in technical charting tools and software.
• Track record of leading teams of analysts and researchers.

Responsibilities

• Define and execute the research agenda for technical research.
• Build, manage, and mentor a team of technical researchers.
• Produce timely research and trading strategies.
• Communicate research to internal and external audiences.

Skills

Technical analysis

Market knowledge

Analytical abilities

Communication skills

Education

CFA, CMT or equivalent designation

Tools

Think or Swim platform

Job description

Your opportunity

Charles Schwab Corporation is seeking an outstanding market-focused leader to serve as Director, Head of Technical Research and Strategy for the Schwab Center for Financial Research (SCFR). The SCFR is a research organization whose mission is to help Schwab clients achieve their goals by providing accurate, clear, actionable, relevant, and timely research, tools, and advice. The Director will lead a research effort focused on generating actionable market insights and trading strategies rooted in technical analysis. This team’s mission will be to deliver timely actionable advice to traders and self-directed clients on the Schwab platform. The role reports to the Managing Director and Head of Investment Research and Strategy for the SCFR.

Requirements include a deep understanding of technical analysis, indicators, and quantitative tools in an equity and cross-asset framework, along with leadership vision to shape the team’s research agenda.

Key Outcomes

• Define and execute the research agenda for technical research and strategy across equities, fixed income, FX, hard assets, and digital assets.
• Build, manage, and mentor a team of technical researchers and strategists.
• Partner with macro and asset class specialists at SCFR, and other partners across Schwab Asset Management (SAM) to ensure consistency of output.

Research and Analysis

• Design the data and infrastructure required to produce technical research on a systematic basis.
• Develop proprietary technical models, research, charting frameworks, and trading signals.
• Produce and deliver regularly thematic research, technical commentary, and actionable trading ideas while highlighting technical market dynamics, risk levels, inflection points, key levels, momentum shifts, and price patterns to provide actionable advice.
• Oversee the development of analysis and research infrastructure including dashboards and visualization charting tools.

Communication

• Communicate research and views to both internal and external audiences.
• Recommend strategies investors can implement using Schwab’s Think or Swim (TOS) platform to identify risks and opportunities.
• Link Schwab’s viewpoints and research with clear, actionable steps that Schwab representatives, advisors, and clients can implement. Communicate via multiple channels: public speaking at client events, interactions with consultants and advisors, written reports for both internal and external use, videos, coaching workshops, and media.
• Serve in a public-facing capacity as needed, communicating Schwab’s viewpoint on markets in the media and at industry events while positioning the firm as a thought leader in technical analysis.
• Participate in and contribute to committees and governance activities to establish broad market views.

What you have

Required Skills And Key Experiences

• 10+ years of experience in technical research and analysis with a proven track record of developing and applying technical frameworks to generate trading ideas.
• Strong market knowledge across asset classes (equity, FX, fixed income, commodities, and derivatives).
• Expertise with technical charting tools and software – including strong familiarity with the Think or Swim platform.
• Track record of leading a dynamic team of analysts and researchers to develop a single point of view and to guide the communication process.
• Understanding financial statements, accounting principles, valuation metrics, and global equity markets.
• Strong analytical and quantitative abilities with expertise in financial modeling and data analysis.
• Effective relationship builder – ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types.
• Demonstrated highly developed communication skills to employ for internal and external distribution, for live events, podcasts, interviews and visual media – all required to communicate complex market concepts and tell a compelling story shaping clear and actionable advice.
• Strong analytical and creative problem-solving skills.
• Experience presenting complex financial information clearly and concisely to diverse audiences.
• CFA, CMT or equivalent designation strongly preferred.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.