Head of Trading Technology (Director), Asset Management (Director, PL)

Charles Schwab; Chicago (IL); Hybrid; USD 180,000 - 320,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5 ?

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a senior technology leader to guide hands-on initiatives at Schwab Asset Management, building scalable, cloud-enabled platforms that power trade analytics and execution. You will shape platform strategy across on-prem and cloud, balancing regulatory requirements with innovative engineering and strong partner engagements.

You will lead a high-performing team, drive DevOps maturity, and partner with business, product, and engineering to deliver compliant, performant

Qualifications

• 15+ years of experience in financial services technology.
• 5+ years of experience in enterprise end to end best-ex, directed and trade-away trading workflows
• 5+ years of experience with trading order management systems (OMS), such as BlackRock Aladdin, Charles River, or a similar platform.
• Experience with execution management systems (EMS), such as Virtu Valor or similar platforms
• 5+ years people leadership experience.
• 3+ years implementing/ operating on a Cloud platform; GCP experience is preferred.
• Strategic experience setting the vision for trading systems and support to drive operational efficiency and minimize disruption.

Responsibilities

• Lead development and modernization of order management and trade execution platforms, ensuring scalable, compliant, and cloud-native solutions aligned with business strategy.
• Define and execute technology strategy across the trading domain, driving innovation, platform optimization, and alignment with regulatory and client experience goals.
• Partner closely with business, engineering, and product teams to define trading architecture for an AI-enabled Digital Advice platform, shape solution designs, and deliver outcomes through agile and co-development models.
• Build and lead a high-performing team while managing vendor relationships, strengthening DevOps and production models, and continuously improving engineering processes and collaboration.

Job description

Your opportunity

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.

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.

This role offers a unique opportunity to lead hands-on technology initiatives at Schwab Asset Management, building scalable, cloud-enabled platforms that directly power trade analytics and execution. You’ll work with modern architecture across on-premises and cloud environments, driving the evolution of a next-generation trading platform across AI-enabled digital advice and discretionary order management. The position combines deep technical leadership with close partnership with sophisticated business teams, giving you direct impact on strategic and regulatory outcomes. It’s an ideal role for someone who wants to shape platform strategy, advance data engineering capabilities, and deliver meaningful results in a high-impact, client-focused environment.

Key Responsibilities

• Lead development and modernization of order management and trade execution platforms, ensuring scalable, compliant, and cloud-native solutions aligned with business strategy.
• Define and execute technology strategy across the trading domain, driving innovation, platform optimization, and alignment with regulatory and client experience goals.
• Partner closely with business, engineering, and product teams to define trading architecture for an AI-enabled Digital Advice platform, shape solution designs, and deliver outcomes through agile and co-development models.
• Build and lead a high-performing team while managing vendor relationships, strengthening DevOps and production models, and continuously improving engineering processes and collaboration.

What you have

Required Qualifications

• 15+ years of experience in financial services technology.
• 5+ years of experience in enterprise end to end best-ex, directed and trade-away trading workflows
• 5+ years of experience with trading order management systems (OMS), such as BlackRock Aladdin, Charles River, or a similar platform.
• Experience with execution management systems (EMS), such as Virtu Valor or similar platforms
• 5+ years people leadership experience.
• 3+ years implementing/ operating on a Cloud platform; GCP experience is preferred.
• Strategic experience setting the vision for trading systems and support to drive operational efficiency and minimize disruption.

Preferred Qualifications

• Experience leading leaders, with oversight of 20+ people on delivery teams.
• Experience with AI agentic frameworks.
• Experience directing strategic frameworks to operationalize data pipelines and storage systems.
• Experience leading strategic incident response initiatives and guiding governance practices.
• Experience guiding the overall strategy for quality assurance testing standards across the organization.
• Experience formulating requirements management strategy for an organization.
• Experience leading strategic governance for enterprise-wide security management.
• Software design expertise with the ability to influence policies and frameworks that improve efficiency and guide adaptive design.

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.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 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