Senior Retirement Tech & Product Strategy Lead
Charles Schwab Corporation
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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
Education
Tools
Job description
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
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