Senior Integration Lead – Third-Party Platforms

Charles Schwab Corporation; Westlake (TX); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Bonus eligibility

Job summary

Charles Schwab Corporation is seeking an Integration Specialist to support third-party vendors and RIAs integrating with Schwab Advisor Services data and workflows. You will manage onboarding, lead integration projects, and coordinate with product, development, and client teams onsite in Westlake, TX.

The role requires 5+ years in financial services/product/technical support, strong API/SSO knowledge, and excellent communication skills.

Qualifications

• Bachelor’s degree required.
• 5+ years of Financial Services industry experience.
• 5+ years in product management, project management, or technical client support preferred.
• Knowledge of APIs, single sign-on technologies, MCP server familiarity preferred.
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.
• Project management experience within an agile environment a plus.
• Ability to manage multiple client situations, needs and inquiries simultaneously.
• Ability to anticipate project risks and propose solutions.
• Ability to develop and maintain good cross-enterprise working relationships.
• Strong communication & presentation skills.

Responsibilities

• Partner with relationship/product managers and development teams to support the overall success of participant relationships.
• Serve as the technical point of contact for participant relationships – supporting initial onboarding, ongoing development and maintenance activities.
• Manage multiple integration projects concurrently at different points in their lifecycle.
• Explain documentation as needed to our participant’s product managers and technical staff.
• Lead client meetings throughout the lifecycle of an integration project.
• Provide guidance and oversight of project milestones and deliverables.
• Coordinate all onboarding activities directly with the participant and/or internal teams.
• Set-up user ID’s and test data for use in application testing and validation.
• Support a participant’s understanding of our data, workflows, and API documentation
• Oversee and manage technical validation (QA cycle) for participant applications
• Create and/or improve upon existing practices and processes within the Participant Integration team
• Provide first-level production support coordinating between participants, and internal development & product teams
• Aggregate feedback from participants to optimize their client experience with our processes and program documentation

Skills

Communication skills

Independent yet collaborative

Agile project experience

Education

Bachelor’s degree

Tools

APIs

SSO

MCP servers

Job description

Charles Schwab Corporation is seeking an Integration Specialist to support third-party vendors and RIAs integrating with Schwab Advisor Services data and workflows. You will manage onboarding, lead integration projects, and coordinate with product, development, and client teams onsite in Westlake, TX.

The role requires 5+ years in financial services/product/technical support, strong API/SSO knowledge, and excellent communication skills.