Director, Securities Lending Trading Platform Strategy & Business Management

Your Opportunity

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.

Based in New York, NY, reporting to the Head of Securities Lending, the Director of Trading Platform Strategy & Business Management serves as a strategic and operational partner to the Securities Lending leadership team, with primary responsibility for supporting Schwab's stock borrow business and trading organization. As demand for long/short investing solutions continues to grow, the stock borrow franchise has become an increasingly important component of the Securities Lending business, requiring dedicated leadership focus to support growth, scalability, execution, and platform evolution.

This role sits at the intersection of trading, operations, data & analytics, technology, product, and business management, helping translate business objectives into actionable initiatives, operating improvements, technology investments, and measurable business outcomes.

The Director will act as the connective tissue between the trading desk and supporting functions, driving project execution, coordinating strategic initiatives, enhancing management reporting, and ensuring the organization has the processes, insights, governance, and tools necessary to scale effectively. This individual will combine deep securities lending expertise with project leadership, operational rigor, and analytical capabilities to optimize the day-to-day operation of the business while helping shape its long-term evolution.

A core component of the role is helping define and execute the technology, automation, analytics, and AI roadmap supporting the Securities Lending franchise. Working closely with the Head of Trading, Head of Supply, and Head of Demand, this leader will help establish business requirements, prioritize platform enhancements, coordinate cross-functional initiatives, and ensure investments in automation and technology create meaningful business value.

Why This Role Exists

The Securities Lending franchise already has leadership focused on product strategy, client-facing initiatives, and internal business development. This role complements those efforts by focusing on the infrastructure that powers the trading business.

As the borrow business continues to expand in size, complexity, and strategic importance, dedicated leadership is needed to coordinate technology investments, automation initiatives, analytics capabilities, operational processes, and vendor partnerships that support the trading organization. The objective is to create a leader responsible for helping the borrow platform scale, modernize, and execute more effectively while allowing the Head of Trading to remain focused on market strategy, counter parties, inventory management, and business performance.

• A university degree from a well-respected academic institution; advanced degrees in Information management, Computer Science, Business Administration and/or other professional certifications are a plus
• 8 + years of experience in systems development life cycle working for an investment management firm including the ability to define and document specifications with the following:
• 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 the business partners
• Proficient analytical, troubleshooting, and debugging skills
• 10 + years of relevant experience leading a business analyst team working in investment management with strong knowledge of QA procedures and methodology
• Working knowledge of Agile Framework
• Deep understanding of the Securities Finance market structure and industry

What you'll do:

Position Overview

While the Head of Trading is responsible for trading strategy, inventory management, desk performance, pricing, counter party relationships, and overall business results, this role focuses on the infrastructure and capabilities that support the stock borrow…