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Charles Schwab Logo Charles Schwab · IT - Software Development

Director, Platform Architect Principal - Wealth Management

United States, Austin Employment contract 210000.00 - 260000.00 USD / Year · Job Posted June 03, 2026
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Job Responsibility

  • Define and evolve the target architecture for wealth management platforms, including Schwab Wealth advisory systems, portfolio management, CRM integrations, client portals, digital advice, Wealth vendor integration
  • Lead architecture strategy, reference architectures, and technology roadmaps that improve scalability, security, availability, and advisor and client experiences
  • Design secure, scalable integration patterns across core wealth applications, custodians, market data providers, enterprise services, third-party fintech platforms, and AI-enabled capabilities
  • Drive platform modernization through cloud adoption, API enablement, microservices, event-driven architecture, containerization, and selective AI/ML implementation
  • Collaborate with business leaders, product teams, peer architects, enterprise architects, engineers, and external vendors to translate business capabilities into cohesive technical solutions and interoperable platform designs
  • Evaluate and recommend wealth technology platforms, vendor ecosystem capabilities, and emerging technologies to enhance advisor productivity, client experience, and operational efficiency
  • Provide architectural leadership across the software delivery lifecycle, resolving complex technical challenges and guiding implementation decisions
  • Ensure solutions comply with financial services regulations, cybersecurity standards, AI governance, and data privacy requirements
  • Stay current on industry trends in wealth management technology, generative AI, analytics, and digital advisory platforms, and apply that insight to drive innovation

Requirements

  • Extensive experience serving as a Technical Architect for large-scale, enterprise-wide wealth management platforms, with deep expertise across portfolio management, trading and rebalancing, risk, reporting, financial planning, CRM, client engagement, and wealth management operations
  • 10+ years of hands-on software engineering experience, preferably in Java, with at least 5+ years designing, developing, and integrating solutions in the investment services or wealth management industry
  • Strong technical depth in enterprise application architecture across distributed systems, APIs, middleware, microservices, event-driven systems, and hybrid cloud environments
  • Hands-on experience designing and implementing cloud-native solutions, with expertise in Google Cloud Platform (GCP) strongly preferred
  • Solid understanding of the wealth management technology ecosystem, including custodians, portfolio management platforms, CRM solutions, reporting tools, financial planning systems, and advisor workstation technologies
  • Experience leading cloud transformation and digital modernization initiatives in financial services
  • Knowledge of regulatory and compliance requirements, data governance, cybersecurity principles, responsible AI practices, and security controls relevant to financial services environments
  • Experience supporting production operations and applying Site Reliability Engineering (SRE) principles to improve system reliability, observability, performance, and operational excellence
  • Familiarity with AI/ML integration patterns, modern data architecture concepts, and the practical application of emerging technologies in enterprise platforms
  • Excellent communication, documentation, stakeholder management, and leadership skills, with the ability to influence senior stakeholders, build alignment, and drive decisions across diverse teams

Nice to have

  • Utilizes intelligence of the investment services industry, market, and competition to influence business strategy
  • Promotes creativity, experimentation, and strategic thinking to differentiate Schwab from its competitors
  • Experience with Enterprise Architecture practices and standards
  • 10+ years architecting scalable, highly available web, UI/UX, and microservices-based solutions
  • Hands-on experience with Angular and modern front-end architecture patterns
  • Strong experience architecting and building cloud-based or cloud-ready applications strongly preferred
  • Experience with cloud-native architecture and platforms such as Kubernetes, GKE, API management, and Apigee
  • Experience with relational or cloud-native databases, including Oracle and Cloud SQL PostgreSQL
  • Experience with security, IAM, and enterprise-grade financial systems integration is a plus
  • Familiarity with AI/ML integration concepts, Vertex AI, BigQuery, data analytics, and observability and monitoring tools
  • Experience with CI/CD pipelines, with GitHub suite preferred
  • Experience working in Agile development environments

What we offer

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
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