Charles Schwab · 2 months ago
Director, Technical Platform Architect (Wealth Management)
US-TX-Southlake
Full-time
Onsite
Senior Level, Lead/Staff
$219K/yr - $244K/yr
10+ years expCharles Schwab is a leading financial services firm that empowers clients to manage their investments effectively. They are seeking a Director, Technical Platform Architect for their Wealth Management division to lead architecture strategy, deliver integrated solutions, and ensure alignment with business objectives and industry best practices.
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
Extensive experience serving as a Technical Architect for large-scale, enterprise-wide wealth management platforms, with a proven ability to design, integrate, and optimize end‑to‑end solutions across portfolio management, trading, risk, reporting, and client experience domains
Demonstrated success driving architectural strategy, defining platform standards, and ensuring scalability, security, and high availability for mission‑critical financial systems
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
Bonus or incentive opportunities
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
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
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Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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