Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Director of Trading Platform Strategy & Business Management serves as a strategic and operational partner to the Securities Lending leadership team, supporting Schwab's stock borrow business and trading organization. This role is crucial for supporting growth, scalability, execution, and platform evolution in response to increasing demand for long/short investing solutions. It bridges trading, operations, data & analytics, technology, product, and business management to translate business objectives into actionable initiatives and measurable outcomes.

Responsibilities

Serve as a dedicated business lead for the stock borrow franchise, ensuring the platform, operating model, technology investments, and supporting infrastructure evolve with business growth.
Partner with Securities Lending and Trading leadership to execute strategic priorities and business initiatives.
Drive project management across multiple concurrent workstreams and stakeholder groups.
Establish governance, accountability, milestones, and execution plans for key initiatives.
Identify operational risks, bottlenecks, dependencies, and process improvement opportunities.
Coordinate execution across trading, operations, technology, analytics, treasury, risk, and finance teams.
Partner with leadership to define business requirements and long-term platform priorities.
Maintain focus on capabilities supporting stock borrow inventory sourcing, locate management, automation, pricing, execution workflows, and scalability.
Develop and maintain the strategic roadmap for trading technology, automation, analytics, AI, and workflow enhancements.
Ensure platform investments align with business objectives, growth priorities, and market developments.
Maintain a holistic view of platform capabilities, data dependencies, workflow gaps, and enhancement opportunities.
Help define and refine automated trading capabilities, including bid logic, pricing behavior, exception handling, and workflow controls.
Support continued growth and adoption of automated trading solutions.
Identify opportunities to increase speed, consistency, coverage, scalability, and operational rigor through automation.
Ensure automation initiatives preserve appropriate trader oversight and risk controls.
Evaluate and onboard emerging technologies, trading platforms, and market solutions.
Serve as the primary business liaison to Securities Lending Analytics, Modeling, Engineering, AI, Product, and Technology teams.
Translate trading requirements into practical tools, models, analytics, and platform enhancements.
Ensure all analytics and AI initiatives remain grounded in real business workflows and measurable outcomes.
Identify opportunities to improve pricing, inventory management, execution quality, exception monitoring, prioritization, and decision support.
Support practical AI adoption across the Securities Lending organization.
Represent Securities Lending within TCC and other technology governance forums.
Represent trading requirements throughout platform design, testing, implementation, onboarding, and enhancement efforts.
Coordinate closely with internal technology teams and external vendors to improve functionality, usability, controls, and scalability.
Drive platform modernization efforts and support future-state architecture planning.
Help ensure the trading platform evolves in line with business needs and market opportunities.
Partner closely with data, analytics, and modeling teams.
Develop KPIs, dashboards, management reporting, and business performance metrics.
Translate analytical outputs into actionable business recommendations.
Synthesize complex information into concise insights for senior leadership.
Support data-driven decision-making across the Securities Lending franchise.
Prepare executive presentations, business reviews, and management updates.
Develop recurring operating reviews and reporting packages.
Create clear narratives around business performance, strategic initiatives, risks, and opportunities.
Ensure leadership maintains visibility into key priorities, deliverables, and business trends.

Requirements

A university degree from a well-respected academic institution.
8+ years of experience in systems development lifecycle working for an investment management firm.
Ability to define and document specifications.
Demonstrated ability to analyze/provide technology recommendations to the business.
Experienced working with developers to design/analyze alternative technical solutions, test completed code and complete a smooth implementation with business partners.
Proficient analytical, troubleshooting, and debugging skills.
10+ years of relevant experience leading a business analyst team working in investment management.
Strong knowledge of QA procedures and methodology.
Working knowledge of Agile Framework.
Deep understanding of the Securities Finance market structure and industry.

Skills

Systems development life cycle
Technology recommendations
Technical solution design and analysis
Code testing
Business partner implementation
Analytical skills
Troubleshooting skills
Debugging skills
Business analyst team leadership
QA procedures and methodology
Agile Framework
Securities Finance market structure
Platform modernization
Data analysis
Project management
Strategic execution
Automation
AI
Vendor management

Location

New York, NY

Work Type

Full-time

Experience Level

Director
8+ years
10+ years

Education Level

University degree
Advanced degrees in Information management, Computer Science, Business Administration and/or other professional certifications are a plus

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.