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About the Role
Schwab Technology Services enables the future of how clients manage their money through innovative and reliable technology products and services. As an Asset Management Operations Technical Architect, you will shape the architecture strategy for technology supporting investment operations, connecting business priorities with scalable, resilient, secure solutions. You will define target-state architecture and modernization roadmaps across investment operations capabilities, guiding cloud, data, integration, and AI-enabled solutions while balancing business value, risk, and long-term technology health. Working across business, product, engineering, data, infrastructure, and architecture teams, you will solve complex technology challenges, influence critical decisions, and establish alignment without relying on direct authority. Your impact will include strengthening architecture governance, simplifying technology, advancing innovation, and helping teams deliver reliable platforms that support Schwab’s evolving investment operations needs.
Responsibilities
- Define target-state architecture and modernization roadmaps across investment operations capabilities.
- Guide cloud, data, integration, and AI-enabled solutions.
- Balance business value, risk, and long-term technology health.
- Solve complex technology challenges.
- Influence critical decisions.
- Establish alignment without relying on direct authority.
- Strengthen architecture governance.
- Simplify technology.
- Advance innovation.
- Help teams deliver reliable platforms that support Schwab’s evolving investment operations needs.
- Lead platform modernization.
- Lead application rationalization.
- Lead technology simplification within complex, regulated environments.
Requirements
- 15+ years of progressive experience in software engineering, enterprise architecture, solution architecture, or technology leadership.
- Significant experience within financial services, asset management, wealth management, banking, or capital markets.
- Experience serving as a Principal Architect, Enterprise Architect, Chief Architect, Distinguished Engineer, or comparable senior technical leadership role with responsibility for architecture strategy across complex technology ecosystems.
- Experience defining or implementing AI-enabled technology strategies, including machine learning, generative AI, intelligent automation, and responsible AI practices.
- Deep experience with investment operations, asset management platforms, or financial services technology spanning front-, middle-, and back-office workflows, operational processing, data management, and regulatory considerations.
- Demonstrated experience defining enterprise architecture strategies and modernizing large-scale, mission-critical platforms using cloud architectures, distributed systems, APIs, event-driven architectures, and enterprise integration patterns.
- Experience applying architecture governance, standards, reference architectures, technology lifecycle management, design reviews, and risk-based decision-making.
- Expertise in data architecture and engineering, including data platforms, analytics, data governance, and enterprise data integration.
- Experience influencing architecture strategy and decisions across business, product, engineering, data, infrastructure, and security stakeholders.
- Experience with modern engineering practices, including Agile, DevOps, CI/CD, cloud engineering, platform engineering, and Site Reliability Engineering.
- Ability to apply Strategic Thinking and Decision Making to translate business objectives into scalable technology strategies and architecture roadmaps.
- Strong Cross-Functional Collaboration, Stakeholder Management, and Influencing Others skills to build alignment across multiple organizations.
- Strong Problem Solving and Adaptability when evaluating technologies, navigating competing priorities, and addressing complex architecture challenges.
- Strong Communication and executive-level presentation capabilities, with the ability to clearly communicate architecture strategies and recommendations.
Skills
- AI-enabled technology strategies
- Machine learning
- Generative AI
- Intelligent automation
- Responsible AI practices
- Investment operations
- Asset management platforms
- Financial services technology
- Front-office workflows
- Middle-office workflows
- Back-office workflows
- Operational processing
- Data management
- Regulatory considerations
- Enterprise architecture strategies
- Cloud architectures
- Distributed systems
- APIs
- Event-driven architectures
- Enterprise integration patterns
- Architecture governance
- Reference architectures
- Technology lifecycle management
- Design reviews
- Risk-based decision-making
- Data architecture
- Data engineering
- Data platforms
- Analytics
- Data governance
- Enterprise data integration
- Platform modernization
- Application rationalization
- Technology simplification
- Agile
- DevOps
- CI/CD
- Cloud engineering
- Platform engineering
- Site Reliability Engineering
- Strategic Thinking
- Decision Making
- Cross-Functional Collaboration
- Stakeholder Management
- Influencing Others
- Problem Solving
- Adaptability
- Communication
- Executive-level presentation
Location
- On site
Work Type
- On site
Experience Level
- 15+ years of progressive experience
- Senior technical leadership role
Benefits
- 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.
- 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(s).