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About the Role

The Managing Director, Investment Management Technology will provide enterprise technology leadership for all front-office investment capabilities, defining and executing the strategic technology vision across investment management and research. This role ensures platforms are scalable, resilient, secure, and aligned with Schwab's asset management priorities, product growth agenda, and digital transformation objectives. The executive partners with Asset Management leadership to align technology strategy with business priorities and serves as a trusted advisor on influencing business strategy, investment priorities, and emerging technologies.

Responsibilities

Define and execute the investment technology roadmap, establishing a multi-year strategy, target state architecture, and investment roadmap for front office investment, research, trading, portfolio management, and analytics platforms.
Lead the core modernization of asset management platforms, delivering scalable, resilient, and integrated technology capabilities.
Advance research, AI, and analytics capabilities to enable next-generation quantitative, qualitative, and AI-enabled / data-driven research tools.
Manage a significant technology investment portfolio, ensuring disciplined investment prioritization, financial stewardship, vendor optimization, and measurable return on investments.
Serve as a trusted partner to senior leaders to accelerate agile delivery and ensure technology investments drive measurable business outcomes.
Establish and enforce standards, frameworks, and delivery practices meeting enterprise standards for architecture, engineering, security, resiliency, regulatory compliance, and risk management.
Help define and execute the SAM AI and investment data strategy, embedding AI, trusted data, and intelligent automation across front-office capabilities.
Build and lead a high-performing technology organization through exceptional talent strategy, organizational transformation, succession planning, leadership development, and a culture of innovation, accountability, and continuous improvement.
Partner with Product leadership to shape product operating models, accelerate product innovation, drive agile delivery, and improve speed to market for new investment solutions.
Manage technology financial management, vendor strategy, investment prioritization, and commercial decision-making.

Requirements

Deep asset management technology and domain expertise, with a strong understanding of investment processes, alpha generation workflows, liquidity management, portfolio construction tools, and front office investment capabilities.
Demonstrated credibility with investment leaders, portfolio managers, research teams, traders, and senior business stakeholders.
Experience supporting multiple investment product structures, including ETFs, mutual funds, separately managed accounts, alternatives, model portfolios, and other asset management vehicles.
Proven leadership of front office investment management and research technology organizations.
Experience overseeing investment systems integration, market and reference data management, investment analytics platforms, and critical vendor relationships.
Track record leading AI, data, and analytics transformation initiatives.
Experience defining multi-asset, multi-product, multi-channel front office technology strategy and multi-year roadmaps.
Experience modernizing technology platforms using cloud-native architecture, APIs, platform engineering and development best practices.
Executive experience presenting technology strategies, roadmaps, and transformation initiatives to Executive Committees and senior leadership teams.

Skills

Executive presence and the ability to influence senior investment, product, technology, compliance, and enterprise leadership teams.
Asset Management Technology strategy, business transformation, executive influence, and organizational leadership.
Strategic technology planning, platform modernization, engineering leadership, and large-scale transformation execution.
Strong business acumen across asset management, investment research, trading, portfolio management, data, analytics, and regulatory environments.
Ability to build, lead, and develop high-performing technology teams with a culture of accountability, innovation, disciplined execution, and client-centered delivery.
Exceptional communication, stakeholder management, vendor oversight, risk management, and operational governance capabilities.

About the Company

Schwab Asset Management Services (SAMS) is the asset management arm of Charles Schwab.
The Schwab Center for Financial Research (SCFR) provides research and insights.