Director, Wealth Management Engineering — AI-Enabled Platform Leader

Charles Schwab; Southlake (TX); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Director, Wealth Management Engineering to lead multiple teams delivering modern, scalable wealth platforms for advisors and clients. This role shapes technology strategy, partners with senior leaders, and accelerates cloud-native modernization, AI capabilities, and innovative engineering practices.

You will mentor engineering leaders, drive architectural governance, and ensure delivery in a scaled agile environment while maintaining a strong focus on risk,

Qualifications

• 12+ years of progressive software engineering and technology leadership experience.
• 5+ years leading engineering managers and large-scale software engineering organizations.
• Experience leading leaders in complex, matrixed organizations.
• Experience supporting Wealth Management, Financial Advisory, Brokerage, Custody, Trust Services, or FinTech businesses.
• Proven success delivering enterprise-scale distributed and highly scalable applications.
• Experience establishing and executing technology strategy, roadmaps, and engineering transformation initiatives.
• Strong understanding of modern engineering practices including DevSecOps, CI/CD, site reliability, and software quality engineering.
• Ability to guide engineering teams working with Java, Spring Framework, APIs, messaging and streaming platforms, relational databases, and cloud-native architectures.
• Experience delivering cloud-hosted, containerized, and microservices-based applications.
• Demonstrated success building high-performing organizations and developing engineering talent.
• Strong executive communication, organizational leadership, and stakeholder management skills.
• Bachelor's degree in Computer Science, Engineering, or equivalent experience.

Responsibilities

• Define and execute technology strategies that align with Wealth and Advice business objectives and long-term growth goals.
• Partner with Wealth Management, Advisory Services, Banking, and Trust leaders to develop innovative technology solutions for advisors and clients.
• Shape multi-year technology roadmaps supporting modernization, scalability, resiliency, and operational excellence.
• Influence enterprise architecture, engineering standards, and technology investment decisions.
• Lead multiple engineering managers and software development teams for wealth platforms.
• Drive high-quality software delivery through modern practices, automation, and AI-enabled development.
• Champion cloud-native architecture, DevSecOps, CI/CD, and platform engineering best practices.
• Oversee delivery of client- and advisor-facing capabilities through the SDLC in a scaled agile environment.

Skills

Software leadership

Engineering managers

Executive communication

Cloud-native

Java/Spring

SAFe experience

Education

Bachelor's degree in CS/Engineering

Tools

Java

Spring Framework

APIs

Messaging & streaming

Relational databases

Cloud-native architectures

Job description

Charles Schwab is seeking a Director, Wealth Management Engineering to lead multiple teams delivering modern, scalable wealth platforms for advisors and clients. This role shapes technology strategy, partners with senior leaders, and accelerates cloud-native modernization, AI capabilities, and innovative engineering practices.

You will mentor engineering leaders, drive architectural governance, and ensure delivery in a scaled agile environment while maintaining a strong focus on risk,