Charles Schwab

Senior Manager, Third-Party Sr. Integration Specialist (AS)

Charles Schwab • $110K — $130K *
Orlando, FL 32828In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor’s degree required
  • 5+ years of Financial Services industry experience required
  • 5+ years in product management, project management, or technical client support preferred
  • Knowledge of APIs and single sign-on technologies preferred
  • Experience in a fast-paced agile project management environment is an advantage
  • Strong communication and presentation skills are essential

Responsibilities

  • Partner with managers and development teams to enhance participant relationships.
  • Serve as the main technical contact for onboarding and ongoing support.
  • Manage multiple integration projects at various stages simultaneously.
  • Explain technical documentation to participants' product and tech staff.
  • Lead client meetings throughout integration project lifecycles.
  • Oversee project milestone guidance and deliverable tracking.
  • Coordinate onboarding activities with participants and internal teams.
  • Set up user IDs and test data for application testing and validation.
  • Support participants in understanding data workflows and API documentation.
  • Manage technical validation for participant applications.
  • Aggregate participant feedback to improve client experience and documentation.

Benefits

  • In-office collaboration emphasis with a supportive work environment
  • Opportunity for professional development and advancement
  • Engagement in innovative projects with leading technologies
  • Incentive opportunities based on performance
Full Job Description
Your Opportunity

Our API program is an open architecture approach that offers secure, high-quality integration with many of the leading technologies that support an RIA’s practice. Using a variety of capabilities, our participants build customized integrations to help Advisors and their clients access Schwab Advisor Center capabilities across systems including AI platforms, client relationship management, financial planning, trading & rebalancing, and portfolio & risk management.

 

With the growing third-party technology landscape, Schwab Advisor Services is expanding the third-party Participant Integration (PI) team to support new and existing program participants.  

The candidate will support third-party vendors and Registered Investment Advisory firms seeking to integrate their technology platforms with Schwab Advisor Services data and workflows utilizing proprietary API’s, MCP servers, SFTP file transfers, single sign-on, and other channels offered through our third-party integration programs.

 

What You’ll Do

 

As an Integration Specialist you will provide our program participants with the guidance and support that enables the creation of simple and intuitive cross-platform experiences for the benefit of our shared clients.

 

  • Partner with relationship/product managers and development teams to support the overall success of participant relationships.
  • Serve as the technical point of contact for participant relationships – supporting initial onboarding, ongoing development and maintenance activities.
  • Manage multiple integration projects concurrently at different points in their lifecycle.
  • Explain documentation as needed to our participant’s product managers and technical staff.
  • Lead client meetings throughout the lifecycle of an integration project.
  • Provide guidance and oversight of project milestones and deliverables.
  • Coordinate all onboarding activities directly with the participant and/or internal teams.
  • Set-up user ID’s and test data for use in application testing and validation.
  • Support a participant’s understanding of our data, workflows, and API documentation
  • Oversee and manage technical validation (QA cycle) for participant applications
  • Create and/or improve upon existing practices and processes within the Participant Integration team
  • Provide first-level production support coordinating between participants, and internal development & product teams
  • Aggregate feedback from participants to optimize their client experience with our processes and program documentation

We Believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

 

Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.

What you have
  • Bachelor’s degree required
  • 5+ years of Financial Services industry experience required
  • 5+ years in product management, project management, or technical client support preferred 
  • Knowledge of API’s, single sign-on technologies, MCP server familiarity preferred
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
  • Project management experience within an agile environment a plus
  • Ability to manage multiple client situations, needs and inquiries simultaneously
  • Ability to anticipate project risks and propose solutions
  • Ability to develop and maintain good cross-enterprise working relationships
  • Strong communication & presentation skills

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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