Charles Schwab

Senior Software Development Engineer

Charles Schwab$130K — $160K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in Fixed Income SMA with leadership in InvestorTools Perform configuration and platform development.
  • Experience with Schwab systems and processes.
  • Expert in platform capabilities for trading and portfolio workflows, including Task Scheduler and custom reporting.
  • Proficient in gathering requirements and creating scalable solutions from complex business needs.
  • Trusted vendor liaison and techno-functional SME driving product alignment with business goals.
  • Strong domain knowledge in municipal bond trading and SMA processes for improved investment operations.
  • Agile delivery champion with skills in drafting user stories and business rules.
  • Advanced SQL skills and experience in data analysis and mapping.
  • Technical experience in .NET and object-oriented programming.
  • Strong leadership presence with excellent communication and problem-solving skills.

Responsibilities

  • Drive design and customization of InvestorTools Perform platform and related applications.
  • Partner with product owners and stakeholders to deliver scalable, business-aligned solutions.
  • Translate complex requirements into technology-ready solutions and support implementation efforts.
  • Lead Agile delivery processes and oversee testing activities including user acceptance testing.
  • Resolve critical production issues proactively ensuring seamless operations.
  • Serve as a liaison to vendors and stakeholders, influencing product direction effectively.

Benefits

  • Eligible for bonus or incentive opportunities.
Full Job Description
Our Opportunity:

 

Schwab Asset Management Solutions (SAMS) Technology is part of the Schwab Technology Services (STS) organization which is responsible for the company’s use of information technology including all telecommunications, operations and client and business applications.

SAMS Technology is aligned to support the technology needs of Schwab Asset Management (SAMS) which is the investment advisor for Schwab’s proprietary mutual funds, referred to as the Schwab Funds; and it includes Schwab’s exchange-traded funds, referred to as the Schwab ETFs™. With over $370bn in assets under management, SAMS is the 3rd largest provider of index funds and the 7th largest provider of money market funds.

 

 

What you’ll do:

 

This Senior Manager – InvestorTools Perform Platform Engineering role is a high-impact position responsible for driving the design, configuration, and customization of the InvestorTools Perform platform, Credit Scope, and in-house portfolio construction applications. The role combines hands-on execution with strategic oversight, partnering closely with product owners and business stakeholders to deliver scalable, business-aligned solutions.

 

Operating at the intersection of business and technology, this leader translates complex requirements into technology-ready solutions and ensures seamless implementation—either in-house or in collaboration with vendors. The role also plays a key part in Agile delivery, leading testing efforts and supporting user acceptance testing to ensure high-quality, production-ready outcomes.

 

 

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Qualifications

 

Software Development and Engineering role - 

 

  • 10+ years of expertise in Fixed Income Separately Managed Accounts (SMA), with proven leadership in InvestorTools Perform configuration, customization, and platform development.
  • Current working experience with Schwab systems and processes
  • Recognized in-house expert driving platform capabilities across Task Scheduler, upgrades, custom reporting, and advanced business configurations for trading and portfolio workflows.
  • Leads requirements gathering and transforms complex business needs into scalable epics, user stories, and solutions, while proactively resolving critical production issues.
  • Serves as a trusted vendor liaison and techno-functional SME, influencing product direction and ensuring alignment with business objectives.
  • Brings strong domain knowledge in municipal bond trading and SMA business processes to enhance investment operations and decision-making.
  • Champions Agile delivery with expertise in developing epics, themes, user stories, and business rules.
  • Demonstrates strong data expertise with advanced SQL, data analysis, and data mapping capabilities.
  • Provides additional technical depth with .NET and object-oriented programming experience.
  • Known for strong leadership presence, with excellent communication, analytical, and problem-solving skills.

 

Personal Characteristics

  • Excellent written communication, presentation, and facilitation skills
  • Self-starter: takes initiative and can work independently
  • Well-organized and disciplined with high attention to detail.

Flexible and adaptable working with various business domains

 

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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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