Technical Lead

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.

The Senior Engineering Tech Lead for the Financial Planning (FP) team provides deep technical leadership across multiple Scrum teams delivering advanced Financial Planning experiences and capabilities. This role blends architectural ownership, hands‑on technical expertise, and cross‑team coordination—without direct people‑management responsibilities.

You will guide engineering teams in designing and delivering complex FP features such as budgeting, forecasting, scenario modeling, analytics, and financial data workflows. You will also play a key role in shaping how Generative AI (GenAI) enhances FP experiences, from intelligent insights to automated planning workflows.

Technical Leadership & Architecture

• Define and drive the technical vision, architecture, and engineering standards for Financial Planning systems.
• Lead solution design for complex FP capabilities, ensuring scalability, performance, and maintainability.
• Partner with architects and senior engineers to evolve the FP platform toward modern, cloud‑native, and data‑driven patterns.
• Provide hands‑on technical guidance, code reviews, and architectural mentorship across multiple Scrum teams.

GenAI Strategy & Integration

• Identify opportunities to apply Generative AI to enhance Financial Planning workflows, insights, and user experiences.
• Collaborate with AI/ML teams to design and integrate GenAI‑powered features such as intelligent forecasting, narrative explanations, anomaly detection, and scenario generation.
• Ensure GenAI solutions meet standards for security, privacy, model governance, and responsible AI.
• Guide teams in leveraging LLMs, vector search, prompt engineering, and AI‑assisted development tools where appropriate.
• Advocate for scalable architectures that support AI‑driven capabilities, including data pipelines, model hosting, and inference patterns.

Cross‑Team Delivery Leadership

• Coordinate technical execution across several engineering teams to ensure cohesive, end‑to‑end delivery of FP features.
• Identify and manage technical dependencies, risks, and integration points across services and components.
• Collaborate with Product Management to translate FP requirements into actionable technical plans and engineering backlogs.

Ensure teams follow best practices in CI/CD, automated testing, observability, and secure development.

Domain Expertise & Product Partnership

• Develop a deep understanding of Financial Planning processes—budgeting, forecasting, variance analysis, scenario planning, and financial modeling.
• Work closely with Product, Design, and Finance SMEs to shape technical solutions that meet customer and business needs.
• Advocate for technical feasibility, long‑term sustainability, and architectural integrity in product discussions.
• Champion reliability, performance, and operational health across FP services.
• Lead technical incident investigations, root‑cause analysis, and long‑term remediation strategies.
• Establish and track engineering metrics that reflect quality, velocity, and system stability.
• Mentor engineers across teams, helping them grow in system design, coding practices, and technical problem‑solving.
• Promote a culture of engineering excellence, continuous learning, and innovation.
  
  

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.

Required Qualifications

▪ Oversees robust benefits management methods and guides teams to achieve optimal realization
▪ Institutes robust methods to optimize change coordination
▪ Manages initiatives to optimize controls and manage cryptographic functions
▪ Optimizes strategies to manage resource capacity, functionality, and sustainability
▪ Applies financial planning (retirement) domain knowledge to strategic design thinking
▪ Designs for integrations with CRM systems, such as Salesforce
▪ Anticipates and analyzes future system needs, including dependencies and risks and creates effective plans to ensure component delivery and reliability
▪ Influences design and architectural decisions enabling development teams to remove blockers and maintain delivery momentum
▪ Works across teams and orgs to define and execute on dependency work including planning integration testing and deployments

Preferred Qualifications

▪ Consistently  achieves results by navigating complex situations and shifting priorities
▪ Drives data-based decisions and optimizes performance through strategic insights
▪ Delivers timely updates and effective communication with others involved in a project or effort
▪ Leverages deep industry knowledge to drive success while leading high-impact teams, projects, or programs
▪ Makes critical decisions to achieve strategic outcomes
▪ Identifies learning opportunities to boost organizational knowledge, skills, and abilities
▪ Identifies and resolves challenges with a forward-looking approach
▪ Develops and implements procedures that enhance business effectiveness
▪ Influences business unit strategies to optimize resource allocation
▪ Verbally delivers precise, persuasive communication for productive outcomes
▪ Upholds high standards of reliability, trust, and subject matter authority
▪ Delivers impactful messages that persuade diverse audiences
▪ Establishes strategic goals, measures performance, and optimizes outcomes
▪ Analyzes trends to create actionable strategies that align with long-term goals
▪ Develops compelling written content that influences and engages readers

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