Senior Software Development Engineer

Charles Schwab; Jersey City (NJ); On-site; USD 140,000 - 190,000; Full time

Job summary

Charles Schwab is seeking a Senior Manager for InvestorTools Perform Platform Engineering in Jersey City. You will lead design, configuration, and customization efforts across the InvestorTools Perform platform, Credit Scope, and in-house portfolio construction apps, translating complex requirements into scalable technology-ready solutions.

As a leader, you will drive Agile delivery, oversee testing, and ensure seamless implementation either in-house or with vendors.

Qualifications

• 10+ years in Fixed Income SMA with leadership in InvestorTools configuration and platform development.
• Current working experience with Schwab systems and processes.
• Expert driving platform capabilities across Task Scheduler, upgrades, custom reporting, and advanced business configurations for trading and portfolio workflows.
• Leads requirements gathering and transforms complex business needs into scalable epics, user stories, and solutions; resolves critical production issues.

Responsibilities

• Drive design, configuration, and customization of the InvestorTools Perform platform and related applications.
• Partner with product owners and business stakeholders to deliver scalable, business-aligned solutions.
• Lead testing efforts and support user acceptance testing for high-quality, production-ready outcomes.

Skills

Fixed Income SMA

InvestorTools Perform

Platform configuration

Agile delivery

SQL

Data mapping

C#/.NET

Vendor liaison

Portfolio workflows

Tools

Task Scheduler

Reporting

Upgrades

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Our Opportunity:

Schwab Asset Management Solutions (SAMS) Technology is part of the Schwab Technology Services (STS) organization which is responsible for the company’s use of information technology including all telecommunications, operations and client and business applications.

Schwab Technology is aligned to support the technology needs of Schwab Asset Management (SAMS) which is the investment advisor for Schwab’s proprietary mutual funds, referred to as the Schwab Funds; and it includes Schwab’s exchange-traded funds, referred to as the Schwab ETFs™. With over $370bn in assets under management, SAMS is the 3rd largest provider of index funds and the 7th largest provider of money market funds.

What you’ll do:

This Senior Manager – InvestorTools Perform Platform Engineering role is a high-impact position responsible for driving the design, configuration, and customization of the InvestorTools Perform platform, Credit Scope, and in-house portfolio construction applications. The role combines hands‑on execution with strategic oversight, partnering closely with product owners and business stakeholders to deliver scalable, business-aligned solutions.

Operating at the intersection of business and technology, this leader translates complex requirements into technology‑ready solutions and ensures seamless implementation—either in‑house or in collaboration with vendors. The role also plays a key part in Agile delivery, leading testing efforts and supporting user acceptance testing to ensure high‑quality, production‑ready outcomes.

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Qualifications

• 10+ years of expertise in Fixed Income Separately Managed Accounts (SMA), with proven leadership in InvestorTools Perform configuration, customization, and platform development.
• Current working experience with Schwab systems and processes
• Recognized in‑house expert driving platform capabilities across Task Scheduler, upgrades, custom reporting, and advanced business configurations for trading and portfolio workflows.
• Leads requirements gathering and transforms complex business needs into scalable epics, user stories, and solutions, while proactively resolving critical production issues.
• Serves as a trusted vendor liaison and techno‑functional SME, influencing product direction and ensuring alignment with business objectives.
• Brings strong domain knowledge in municipal bond trading and SMA business processes to enhance investment operations and decision‑making.
• Champions Agile delivery with expertise in developing epics, themes, user stories, and business rules.
• Demonstrates strong data expertise with advanced SQL, data analysis, and data mapping capabilities.
• Provides additional technical depth with .NET and object‑oriented programming experience.
• Known for strong leadership presence, with excellent communication, analytical, and problem‑solving skills.

Personal Characteristics

• Excellent written communication, presentation, and facilitation skills
• Self‑starter: takes initiative and can work independently
• Well‑organized and disciplined with high attention to detail.

Flexible and adaptable working with various business domains

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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