Charles Schwab · 1 week ago
Director, Technical Platform Architect (Wealth Management)
Charles Schwab is a financial services company focused on democratizing access to investing and financial planning. The Director, Technical Platform Architect will lead the architecture strategy for the Wealth and Advice Solutions platform, collaborating with various teams to deliver innovative technology solutions that meet client needs.
Financial Services
Responsibilities
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
Qualification
Required
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 of services for scalable and efficient solutions (GCP preferred)
Preferred
Utilizes intelligence of the investment services industry, market, and competition to influence business strategy
Transforms data into actionable insights and mentors others in diagnostic techniques
Promotes creativity, experimentation, and strategic thinking to differentiate Schwab from its competitors
5+ years architecting scalable, highly available Web, UI/UX, and microservices solutions
Experience architecting and building cloud-based or cloud-ready applications strongly preferred
Experience with CI/CD (GitHub suite preferred)
Experience with Agile development methodology
Knowledge of SQL (Oracle, Cloud SQL PostgreSQL) databases
Benefits
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
Company
Charles Schwab
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H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageRecent News
2025-10-04
Morningstar.com
2025-09-28
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