Director, Technical Platform Architect; Wealth Management

Director, Technical Platform Architect (Wealth Management)

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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.

Wealth and Advice Solutions Technology (WAS Tech) is an organization within Schwab Technology Services dedicated to supporting the technology needs of the Wealth and Advice Solutions (WAS) business. Our mission is to empower high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by delivering differentiated offerings and tailored financial advice that meet their unique needs.

This role is part of a highly talented and experienced architecture team responsible for setting the vision, strategy, and roadmap for the Schwab Wealth and Advice Solutions platform. The team works in close partnership with Enterprise Architecture, ensuring architectural decisions support long‑term business goals, future scalability and high resiliency. The team’s collaborative approach with product leaders fosters an environment where cutting‑edge technology solutions are appreciated as a critical component of achieving business objectives which drive ongoing market leadership.

In this position, you will collaborate closely with a talented, motivated team of technologists who are passionate about making technology a strategic differentiator for Schwab’s WAS business and its clients. Your leadership and technical acumen will be essential in shaping a cohesive architecture strategy that aligns with business objectives and industry best practices.

This role requires a strong background in leading architecture strategy as well as hands‑on experience throughout the implementation lifecycle. You should be comfortable influencing technology direction, providing expert guidance, and ensuring the successful delivery of complex, integrated solutions in a fast‑paced, agile environment.

• Facilitate the seamless delivery of digital advice and financial planning solutions integrated with enterprise shared services and 3rd party capabilities
• Address complex technical challenges and architect robust solutions that enable wealth advisors to efficiently interact with a diverse ecosystem of partners
• Help define strategy, architecture, and application design which ensure security, scalability, availability
• Collaborate with peer architects, Enterprise Architects, and cross‑functional teams to develop cohesive architecture blueprints
• Lead architecture strategy sessions and engage hands‑on throughout the software delivery lifecycle to resolve challenges
• Remain informed on industry trends in financial technology and apply this knowledge to drive innovation within the organization

• Demonstrated hands‑on expertise designing and implementing solutions in the investment/wealth services industry
• Proven experience architecting and integrating financial services applications to run at scale in cloud/on‑prem ecosystems
• Strong leadership record in architecture strategy and direct involvement in all stages of solution delivery. Experience working collaboratively with peer architects, Enterprise Architecture, and cross‑enterprise technical teams
• 10+ years hands‑on software engineering experience (preferably Java)
• 5+ years experience designing, developing, and integrating solutions in the investment services industry
• Excellent communication skills, with the ability to influence senior stakeholders and drive consensus across diverse teams
• Excellent written documentation skills which help team members visualize application design and systems integration patterns
• Proven ability to support production operations and provide Site Reliability Engineering (SRE) expertise to ensure system reliability and performance
• Experience developing applications in Cloud environments, leveraging its suite…