Charles Schwab · 23 hours ago
Senior Technology Consultant- RIA
US-TX-Westlake
Full-time
Hybrid
Senior Level
$93K/yr - $157K/yr
7+ years expCharles Schwab is a leading provider of custody, trading, technology, and practice management services to independent registered investment advisors (RIAs). The Senior Technology Consultant will guide RIAs in envisioning, designing, and implementing technology strategies that enhance client and staff experiences, leveraging expertise in the RIA space.
Financial Services
Responsibilities
Collaborate with RIAs to outline a comprehensive technology strategy and roadmap
Facilitate discovery sessions to clarify the firm’s vision, client experience goals, and operational needs
Use Schwab’s proven consulting methodology to create a custom Firm Design Blueprint that aligns technology with business objectives
Assess the current and desired technology stack, including Schwab and third-party solutions
Evaluate how technology can enhance the client journey, streamline operations, and support scalable growth
Guide clients through the selection of core and elective technology providers, leveraging Schwab’s extensive integration network and industry benchmarking data
Introduce and evaluate third-party technology providers specializing in the RIA space
Help clients compare solutions for CRM, portfolio management, trading, financial planning, and more
Provide best practices and insights from Schwab’s experience with thousands of RIA transitions
Lead and support the implementation of technology solutions, ensuring seamless integration with Schwab’s platform and third-party systems
Coordinate with Schwab’s Startup Consultants and Transition Consultants to manage data migration, staff training, and client onboarding
Provide ongoing consulting and practice management resources post-launch, including access to Schwab’s RIA EdCenter and benchmarking studies
Help firms continuously optimize their technology ecosystem and adapt to evolving industry trends
Qualification
Required
Demonstrated expertise in the RIA industry, including direct experience with the technology platforms, integrations, and third-party solutions commonly used by RIAs
Proven ability to assess, recommend, and implement technology solutions that support the ideal client experience and operational efficiency
Experience guiding RIAs through the evaluation and selection of technology providers, with a focus on integration, scalability, and regulatory considerations
Strong project management skills, with the ability to coordinate complex implementations and cross-functional teams
Excellent communication and relationship-building skills, with the ability to translate technical concepts into actionable business strategies for clients
7+ years in business operations, technology consulting, or technology sales within the financial services or RIA sector
Bachelor's degree or equivalent
Preferred
advanced degree or certifications in technology or financial services
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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