Sr. Manager, Securities Lending Product Development

Charles Schwab; San Francisco (CA); Hybrid; USD 170,000 - 260,000; Full time

Job summary

Charles Schwab is seeking a seasoned technologist to join the Securities Lending Product Development team in San Francisco. You will translate business needs into technical initiatives, coordinate across cross-functional teams, and guide analytics-driven decisions to improve the technology stack and data capabilities.

The role emphasizes stakeholder management, Agile methods, and strong communication. A Bachelor's degree is required; MBA is preferred, with 10+ years of experience in finance

Qualifications

• Bachelor's degree required; MBA preferred.
• 10+ years of related work experience.
• Strong interpersonal and management skills with cross-functional relationships.
• Ability to balance multiple, changing priorities.
• Knowledge of project management methods (waterfall and Agile).
• Knowledge of Securities Finance industry and broker/dealer systems.
• Ability to translate business problems into discrete components.
• Excellent oral and written communication skills.
• Passion for learning and for enhancing business as an engaged team member.
• Understanding of cybersecurity and systems/databases used in tech stack.
• Experience with data analysis and very large data sets.
• Knowledge of mainframe, distributed servers, relational databases and cloud; BI concepts; tools like Tableau, Alteryx, VS Code, Copilot, BigQuery preferred.
• Ability to gather data and assist business analysis via AI tools.

Responsibilities

• Translate business requirements into technical projects.
• Inform business of technology and infrastructure changes affecting availability.
• Model and organize information to reconcile issues and elicit requirements.
• Coordinate technical activities across multiple projects and teams.
• Assist in creating and maintaining change management processes.

Skills

Stakeholder management

Project management

Agile methodologies

Data analysis

Python

Cloud concepts

Tableau

Alteryx

Visual Studio Code

Copilot

BigQuery

Education

Bachelor's degree

MBA

Tools

Tableau

Alteryx

Visual Studio Code

Copilot

BigQuery

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.

The Securities Lending Product Development team assists in developing and implementing technical components (infrastructure and architecture) of the Securities Lending program to support alignment with the businesses’ strategic direction. The team along with the business verticals and the Strategy team defines objectives and oversees projects, helping leadership envision and drive technology improvement opportunities that will ensure efficient near and long-term functioning of the team.

The Product Development Team Is Accountable For

• Assessing program strengths and identifying areas for improvement to ensure all IT systems and processes are arranged best to support overall organizational objectives
• Planning, monitoring, and managing resources and stakeholders that are critical to successful execution of the technical vision.
• Creating and maintaining technical documentation
• Writing technical components of program funding proposals
• Meeting with cross-functional teams and stakeholders to socialize the IT program strategy and establish an ongoing relationship and connection with relevant teams

What you have

• Bachelor’s degree required; SIE and MBA preferred
• 10+ years of related work experience
• Strong interpersonal and management skills with the demonstrated ability to build cross-functional relationships and to interact effectively with senior management.
• Ability to balance between multiple, changing priorities.
• Good understanding of project management methods such as waterfall and Agile.
• Knowledge of the Securities Finance industry and broker/dealer securities lending systems requirements.
• Ability to translate sophisticated business problems into discrete quantifiable components
• Excellent oral and written communication skills.
• Passion for learning and for enhancing business as an engaged team member.
• Understanding of cybersecurity and systems/databases used to implement into technology stack.
• Experience with data analysis including experience with very large data sets.
• Solid knowledge of relevant technology concepts (e.g. mainframe, distributed servers, relational databases and cloud) and Business intelligence concepts (e.g. reporting, querying software, dashboards, data mining). Experience in analytics tools such as Tableau, Alteryx, Visual Studio Code, Copilot, Google Big Query are preferred.
• Ability to gather, understand disparate types of data and assist business analysis via AI tools practiced at Schwab.
• Knowledge of Python or another program language is a plus.

What You’ll Do

• Translate business requirements into technical projects
• Keep business appraised of technology and infrastructure changes that may impact on the business, availability of systems and any implications on other Backoffice systems that interact with Securities Lending.
• Analyze, facilitate, model, and organize information to reconcile issues, elicit requirements and distinguish solution ideas from business needs
• Coordinate technical activities between multiple projects across several cross-functional teams
• Assist creating and maintaining change management processes and activities

Specific Job Responsibilities Include

• Serve as a subject matter expert on the role and functioning of batch, back-office systems, evaluating how modernization and architectural evolution of these foundational blocks affect downstream, client and street-facing capabilities
• Surveying existing technology infrastructure and systems to form high-level view of present capabilities and future opportunities for improvement
• Assist the Strategy team in managing business requirements across Securities Lending, translating the requirements into measurable stories and execution of projects.
• Visioning and creating technical requirements for key areas of technical growth, including, but not limited to, Fully Paid Lending and Short Sales.
• Working with cross functional technology teams to identify ways to increase scale and efficiencies of systems to handle volume growth and new products.
• Structuring data analytics and the systems & databases that can be employed to utilize data for managing business and better decision making.
• Partnering with technology implementation teams during upgrade and technology migration projects, liaising with affected departments to ensure usability and functionality.
• Managing relationships with external Securities Lending technology vendors.

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