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About the Role

Schwab Technology Services is seeking a Senior Investment Management Operations & Distribution Platform Architect to lead architecture strategy and platform modernization across the Middle Office, Back Office, and Sales & Distribution ecosystem. This role will define target-state architecture, drive platform transformation, and enable seamless integration across operations, distribution, CRM, data, and investment platforms, advancing Schwab Asset Management's strategic objectives.

Responsibilities

Define and evolve the target-state architecture, technology strategy, and multi-year roadmap for Investment Operations and Distribution platforms.
Lead architecture governance, design reviews, technology assessments, and platform modernization initiatives.
Drive platform operating model transformation through capability-based architecture, platform ownership, shared services adoption, and rationalization of redundant technology capabilities.
Establish architecture principles, integration patterns, reference architectures, and reusable platform capabilities.
Lead major architecture and platform decisions for strategic business initiatives.
Simplify legacy technology landscapes and accelerate adoption of scalable, resilient, cloud-native architectures.
Support Investment operations and distribution domains, including trade lifecycle management, settlement, reconciliations, corporate actions, exception management, fund accounting, valuations, custody operations, IBOR, ABOR, investment accounting, operational data flows, performance measurement, attribution, operational analytics, regulatory reporting, compliance capabilities, alternative investment servicing, fund operations, custody, trading, and associated operational workflows.
Support Distribution, Sales & Marketing Platforms, including product onboarding, lifecycle management, CRM, sales enablement, distribution operations, marketing platforms, and client engagement capabilities.
Partner with engineering teams and solution architects to design, modernize, and deliver scalable, resilient, and secure platform solutions.
Provide technical leadership across APIs, microservices, event-driven architectures, integration patterns, cloud-native platforms, and distributed systems.
Lead architecture validation activities, including technology assessments, proof-of-concepts, design reviews, and resolution of complex challenges.
Champion modern engineering practices, including CI/CD, automated testing, security-by-design, observability, reliability engineering, and operational excellence.
Collaborate with platform engineering, infrastructure, cybersecurity, and SRE teams to improve platform scalability, resilience, and operational effectiveness.
Assess existing platforms and architectures to identify modernization opportunities, capability gaps, technical debt, and operational risks.
Lead the design and deployment of applications on GCP and PCF platforms.
Define cloud-native patterns leveraging containers, automation, observability, and resilient infrastructure.
Partner with data engineering teams to establish scalable data architectures, pipelines, metadata, and analytics-ready platforms.
Identify opportunities to leverage AI and GenAI capabilities to enhance investment workflows, research productivity, knowledge discovery, and operational efficiency.
Ensure AI solutions comply with enterprise governance, security, and risk management standards.
Partner with business, product, engineering, architecture, and data leaders to align technology strategy with business objectives.
Communicate architecture decisions effectively to executive and technical audiences.
Mentor engineers and architects and help elevate technical capabilities across the organization.
Influence strategic technology direction through thought leadership and practical delivery experience.

Requirements

15+ years of experience in software engineering, solution architecture, or enterprise architecture roles.
Significant experience within Asset Management Operations, Sales & Marketing technology.
Experience leading architecture of vendor-based platforms, SaaS ecosystems, package implementations, and build-versus-buy technology decisions.
Proven track record leading large-scale platform architecture and modernization initiatives.
Strong understanding of software delivery within Agile and product-centric organizations.
Ability to balance strategic architecture thinking with hands-on implementation leadership.
Strong proficiency in Java (Spring Boot/Spring Cloud), .NET/C#, or Python.
Deep expertise in microservices, event-driven architectures, API design, and distributed systems.
Strong cloud architecture experience on GCP (preferred) or AWS.
Experience with cloud-native technologies including Docker and Kubernetes.
Strong understanding of data architecture, data engineering patterns, and analytics platforms.
Experience with Snowflake, SQL Server, and modern cloud data platforms.
Experience with SalesForce and related data integrations.
Familiarity with DevOps toolchains including Git, Bitbucket, Bamboo, Jenkins, or equivalent platforms.
Knowledge of AI/ML architecture patterns, model deployment, and governance frameworks.

Skills

Investment management operations
Enterprise architecture
Cloud technologies
Large-scale transformation programs
APIs
Microservices
Event-driven architectures
Integration patterns
Cloud-native platforms
Distributed systems
CI/CD
Automated testing
Security-by-design
Observability
Reliability engineering
Operational excellence
GCP
PCF
Docker
Kubernetes
Data architecture
Data engineering patterns
Analytics platforms
Snowflake
SQL Server
SalesForce
DevOps toolchains
Git
Bitbucket
Bamboo
Jenkins
AI/ML architecture patterns
Model deployment
Governance frameworks
Aladdin
VestmarkOne
State Street
Rimes
SS&C
iCapital

Location

On site

Work Type

On site
Full-time

Experience Level

Senior
15+ years

Salary/Compensations

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

About the Company

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.
Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as a part of our ongoing commitment to democratize access to investing and financial planning.