Senior Manager, Third-Party Sr. Integration Specialist (AS)

Your Opportunity

Schwab Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. Schwab serves approximately 16,000 individual RIA businesses with over $5 trillion in assets under management in accounts at Schwab. In Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. We have built our business on serving the needs of RIAs and advancing an industry that helps them and their clients thrive. This includes the third-party platforms that enable RIAs to run their businesses effectively.

Our API program is an open architecture approach that offers secure, high-quality integration with many of the leading technologies that support an RIA’s practice. Using a variety of capabilities, our participants build customized integrations to help Advisors and their clients access Schwab Advisor Center capabilities across systems including AI platforms, client relationship management, financial planning, trading & rebalancing, and portfolio & risk management.

With the growing third-party technology landscape, Schwab Advisor Services is expanding the third-party Participant Integration (PI) team to support new and existing program participants.  

The candidate will support third-party vendors and Registered Investment Advisory firms seeking to integrate their technology platforms with Schwab Advisor Services data and workflows utilizing proprietary API’s, MCP servers, SFTP file transfers, single sign-on, and other channels offered through our third-party integration programs.

What You’ll Do

As an Integration Specialist you will provide our program participants with the guidance and support that enables the creation of simple and intuitive cross-platform experiences for the benefit of our shared clients.

• Partner with relationship/product managers and development teams to support the overall success of participant relationships.
• Serve as the technical point of contact for participant relationships – supporting initial onboarding, ongoing development and maintenance activities.
• Manage multiple integration projects concurrently at different points in their lifecycle.
• Explain documentation as needed to our participant’s product managers and technical staff.
• Lead client meetings throughout the lifecycle of an integration project.
• Provide guidance and oversight of project milestones and deliverables.
• Coordinate all onboarding activities directly with the participant and/or internal teams.
• Set-up user ID’s and test data for use in application testing and validation.
• Support a participant’s understanding of our data, workflows, and API documentation
• Oversee and manage technical validation (QA cycle) for participant applications
• Create and/or improve upon existing practices and processes within the Participant Integration team
• Provide first-level production support coordinating between participants, and internal development & product teams
• Aggregate feedback from participants to optimize their client experience with our processes and program documentation

What you have

• Bachelor’s degree
• 5+ years of Financial Services industry experience
• 5+ years in product management, project management, or technical client support
• Knowledge of API’s, single sign-on technologies, MCP server familiarity preferred
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Project management experience within an agile environment a plus
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Ability to anticipate project risks and propose solutions
• Ability to develop and maintain good cross-enterprise working relationships
• Strong communication & presentation skills