Senior Retirement Tech & Product Leader | Modernization Strategy

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

Benefits offered by this job

401(k) with company match

Sabbatical after every 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Senior Retirement Technology and Product Expert to translate retirement business needs into technology strategy and to guide modernization across RT platforms. You will help shape roadmaps, collaborate with leaders across product, architecture, and engineering, and drive data-informed decisions that impact retirement services at scale.

You will partner with RT senior leaders to deliver strategic initiatives, leverage AI and Microsoft 365 Copilot, and ensure regulatory

Qualifications

• 10+ years of experience in technology or product roles within retirement, recordkeeping, or workplace financial services.
• Deep knowledge of retirement plan products and recordkeeping platforms.
• Experience leading or supporting large-scale platform transformation or modernization efforts.
• Ability to translate business needs into product and technology requirements.
• Proven ability to influence senior leaders and collaborate across partners.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving skills with data-driven approach.
• Culture of continual improvement and cross-functional coordination.

Responsibilities

• Serve as RT Senior Leadership Team member on retirement technology and product decisions.
• Provide expertise on retirement products and recordkeeping capabilities.
• Support RPS modernization including roadmap and phased delivery.
• Assess platforms and translate findings into a prioritized roadmap.
• Partner with business, architecture, engineering, and operations teams to align goals.

Skills

Retirement domain

Platform modernization

Stakeholder management

AI adoption

Product strategy

Education

BS in computer science

Tools

APIs

Cloud platforms

Enterprise planning tools

Job description

Charles Schwab seeks a Senior Retirement Technology and Product Expert to translate retirement business needs into technology strategy and to guide modernization across RT platforms. You will help shape roadmaps, collaborate with leaders across product, architecture, and engineering, and drive data-informed decisions that impact retirement services at scale.

You will partner with RT senior leaders to deliver strategic initiatives, leverage AI and Microsoft 365 Copilot, and ensure regulatory