Director, Retirement Technology Expert (PL)

Charles Schwab Corporation; Southlake (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Charles Schwab Corporation seeks a Senior Retirement Technology and Product Expert to partner with the RT Senior Leadership Team, translating retirement business needs into technology strategy and shaping the modernization roadmap. You will influence platform capabilities and how retirement tech evolves within Schwab Retirement lines.

You will collaborate with product, architecture, engineering, SAVE, and operations to align requirements, priorities, and delivery outcomes, and you will help

Qualifications

• 10+ years in retirement, recordkeeping, or workplace financial services tech roles.
• Deep knowledge of retirement plan products and recordkeeping platforms.
• Experience leading large-scale platform modernization with roadmap delivery.
• Ability to translate business needs into tech requirements and roadmap.
• Excellent communication with senior leaders across business and tech.
• Fostering continual improvement and cross-functional collaboration.

Responsibilities

• Serve as RT Senior Leadership Team member on retirement tech decisions.
• Provide SME on retirement products and recordkeeping capabilities mapping to RPS.
• Support modernization roadmap, prioritization, and phased execution.
• Assess current RT platforms, identify gaps and modernization opportunities.
• Collaborate with business, architecture, engineering, SAVE, and operations.
• Prepare executive-ready strategy documents, roadmaps, and status updates.
• Assist with planning, resource sizing, release scheduling, and risk mitigation.
• Champion AI adoption and Microsoft 365 Copilot to boost productivity.

Skills

Retirement technology expertise

Product leadership

Strategic roadmap development

Stakeholder communication

Data-driven decision making

AI adoption

Education

BS in CS/Business/Finance

Tools

APIs

Cloud platforms

Enterprise planning tools

Job description

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Workplace Services Engineering (WSE) is an organization within Schwab Technology Services that is embarking on a major transformation. In Retirement Technology, we support Workplace Services, and we’re shaping the future of how people experience financial wellbeing at work. We partner with leading employers to deliver innovative retirement, equity, and workplace financial solutions that help millions of participants build stronger financial futures. This is a fast growing, high impact business where scale meets purpose—where your work directly influences how people plan, save, invest, and succeed.

As a key growth engine for the firm, we’re investing more than ever to expand our capabilities, modernize platforms, and elevate the experiences we deliver to employers and their employees. Our teams work at the intersection of technology, service, and financial expertise—supporting workplace clients with solutions that scale, adapt, and deliver meaningful outcomes. Here, your ideas help shape what’s next for workplace financial services. If you’re energized by solving complex problems, collaborating across disciplines, and making a real difference in the workplace services industry, you’ll find your place here.

As a Senior Retirement Technology and Product Expert, you will partner directly with the Retirement Technology (RT) Senior Leadership Team to provide deep retirement domain, technology, and product expertise in support of the RPS modernization journey. You will help leaders translate retirement business needs into technology strategy, shape the modernization roadmap, and make informed decisions as the RPS platform evolves. You will be immersed in a collaborative, innovative, and technically challenging environment. The platforms you will support are essential to the success of the holistic Schwab Retirement lines of business. You will have a deep understanding of the Retirement Industry and understanding of the prevalent technology platforms and their capabilities.

We are looking for skilled candidates who are enthusiastic about supporting a rapidly growing space and constantly helping to lead the organization with a perspective on continual improvement, product thinking, and data-driven decision making.

As the Retirement Technology and Product Expert, you will support the leadership team across the following focus areas:

• Serving as a trusted member of the RT Senior Leadership Team on retirement technology, product, and platform decisions across all RT lines of business (RBS, SRT and RPS).
• Providing subject-matter expertise on retirement products and recordkeeping capabilities, such as plan administration, participant experience, contributions, distributions, loans, and regulatory compliance, and how they map to RPS platform capabilities.
• Supporting the RPS modernization journey, including target-state vision, product and capability roadmap, iterative execution planning, prioritization, and sequencing of multi-phased initiatives.
• Assessing the current state of RPS and adjacent RT platforms, identifying capability gaps, technical debt, and modernization opportunities, and translating findings into clear recommendations for leadership.
• Partnering with business, product, architecture, engineering, SAVE, and operations teams to align requirements, priorities, and delivery outcomes across the modernization program.
• Preparing executive-ready materials, such as strategy documents, roadmaps, business cases, and status updates, that clearly communicate progress, risks, dependencies, and decisions needed.
• Supporting planning, resource sizing, release scheduling, and cross-team dependency management, and helping leaders identify and mitigate risks as modernization phases progress.
• Championing the adoption of AI and new technologies, including Microsoft 365 Copilot, to improve productivity, decision making, and software delivery.

What you have

Required Qualifications

• 10+ years of experience in technology or product roles within retirement, recordkeeping, or workplace financial services, ideally in a complex ecosystem with a large number of 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.
• Demonstrated ability to translate business needs into product and technology requirements, and to assess the current state of a platform and turn findings into a prioritized roadmap.
• Proven ability to advise and influence senior leaders, and to build credibility with business, product, and technology partners without direct authority.
• Excellent written and verbal communication skills that can convey strategy, updates, and recommendations to a variety of stakeholders at all levels of the organization.
• Strong analytical and problem-solving skills, with experience using data to frame options, evaluate trade-offs, and track decisions and action items to completion.
• Fostering an environment of continual improvement, open and transparent conversations and a high degree of camaraderie and coordination that is focused on outcomes.

Preferred Qualifications

• Strong desire to lead the adoption of new technologies and AI innovation, and to be a catalyst for change.
• Hands-on familiarity with RPS or similar recordkeeping platforms, and with 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.
• BS in computer science, business, finance, or a related field