Director, Software Development & Engineering Senior (PL)
Your Opportunity
Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.
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.
Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.
At Charles Schwab, we're transforming how technology enables investing at scale. Portfolio Performance Engineering (PPE) is responsible for many of the core platforms that power portfolio management, automated investing, holdings, investment performance, rebalancing, and back-end advisor solutions across Schwab. These platforms support millions of client accounts and play a critical role in delivering innovative investment experiences for retail, advisory, and automated investing businesses.
We are seeking a Director, Software Development & Engineering to lead multiple engineering teams responsible for strategic portfolio and automated investing capabilities. This leader will partner across business and technology organizations to deliver innovative solutions, modernize critical platforms, and drive the adoption of AI-enabled engineering practices. The role combines organizational leadership, technical strategy, software delivery, operational excellence, and technology transformation across a portfolio of highly visible investment platforms.
This is an opportunity to help shape the future of Automated Investing technology at Schwab while influencing the broader transformation of how software is developed and delivered. As PPE continues its journey toward AI-native engineering, and cloud modernization, this leader will play a key role in defining technology strategy, accelerating delivery, and building highly engaged engineering teams capable of solving complex business and technical challenges.
The ideal candidate is a hands-on technology leader who can balance strategic thinking with operational execution, partner effectively with senior business and technology stakeholders, and inspire teams to challenge conventional approaches. This role offers the opportunity to drive meaningful impact across Schwab's investment platforms while helping define the next generation of software engineering practices through AI, automation, and modern technology solutions.
• Lead Automated Investing Platforms: Provide leadership for engineering teams responsible for Automated Investing, portfolio management, rebalancing, and related investment technology capabilities.
• Drive Technology Strategy: Define and execute technology roadmaps that improve scalability, resiliency, operational excellence, and business outcomes across a portfolio of critical investment platforms.
• Accelerate Engineering Transformation: Champion AI-native software development, cloud modernization, automation, and modern engineering practices to improve delivery speed, quality, and efficiency.
• Build High-Performing Teams: Lead, mentor, and develop engineering managers, architects, and software engineers while fostering a culture of accountability, innovation, and continuous learning.
• Deliver Business Impact: Partner with business, product, and technology leaders to deliver strategic capabilities, influence enterprise priorities, and enable Schwab's continued growth in digital and automated investing.
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
• Bachelor's degree in Computer Science or a related field.
• 10+ years of software engineering experience, including leadership of large-scale application development organizations.
• Proven experience leading engineering teams responsible for portfolio management, automated investing, or other financial services platforms.
• Proven ability to lead leaders, build high-performing teams, and develop engineering talent at scale.
• Demonstrated success developing and executing technology strategies that improve scalability, resiliency, operational excellence, and business outcomes.
• Hands-on understanding of modern application architectures, distributed systems, APIs, cloud technologies, DevOps, and software delivery practices.
• Hands on experience with GenAI and agentic AI tools applied to real development workflows.
• Experience driving AI-enabled software development, engineering productivity, and automation initiatives across the software development lifecycle.
• Strong executive presence with the ability to influence technology and business stakeholders across all levels of the organization.
• Demonstrated success delivering complex technology initiatives while balancing strategic priorities, operational stability, and business outcomes.
• Experience leading cloud modernization, platform transformation, and adoption of modern software engineering practices.
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