Charles Schwab

Senior Specialist - Treasury AI Engineer

Charles Schwab$100K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in software, data, or platform engineering
  • Hands-on experience with Google Cloud Platform (GCP)
  • Experience in building and scaling AI agents
  • Familiarity with CI/CD and DevOps practices
  • Proficient in Python for data and AI development

Responsibilities

  • Build and scale AI solutions for Treasury workflows
  • Deploy and manage cloud-native platforms on GCP
  • Design modern data pipelines and models
  • Establish CI/CD pipelines for data workloads
  • Collaborate with Treasury analysts on AI-assisted projects

Benefits

  • Bonus or incentive opportunities
  • Work in an innovative and collaborative environment
  • Access to cutting-edge technology and tools
  • Contribute to impactful Treasury decision-making processes
  • Opportunities for professional development and training
Full Job Description
Senior Specialist, Treasury Cloud & AI Platforms will implement the design and evolution of cloud-native data and AI capabilities that directly power Treasury analyst workflows. This role is responsible for creating the technical foundation that enables advanced analytics, data products, and AI-assisted insights across Treasury. You will be expected to understand Treasury's business context - how analysts think about risk, liquidity, and capital - and translate that understanding into solutions that drive measurable impact.

Role Overview

This is a hands-on technical role for someone who combines strong engineering fundamentals with genuine curiosity about the business problems they're solving. You should be equally comfortable writing Python, building cloud infrastructure, evaluating open-source tools, and sitting with a Treasury analyst to understand what they actually need.

You will:
  • Build and scale cloud-native data, AI platforms, and AI agents on GCP
  • Enable Treasury analysts through LLMs, vector search, AI agents, and BI tooling
  • Establish modern data engineering and DevOps practices
  • Translate analytical and business needs into production-grade systems
  • Leverage open-source technologies to accelerate delivery and avoid vendor lock-in

The role contributes directly to embedding AI, analytics, and self-service capabilities into day-to-day Treasury workflows.

What you have

Required Qualifications
  • 3+ years of experience in software, data, or platform engineering
  • Hands-on experience with Google Cloud Platform (GCP)
  • Experience building and scaling AI agents (e.g., agentic frameworks, multi-agent orchestration, tool-use patterns)
  • Experience with CI/CD, DevOps, and production operations
  • Proficiency in Python for data engineering, automation, and AI development

Preferred Qualifications
  • Proficiency with Terraform for Infrastructure-as-Code, including collaborative workflows in a team setting
  • Demonstrated experience evaluating, adopting, and contributing to open-source data and AI tooling
  • Background in data engineering and building data systems
  • Exposure to BI and analytics platforms (e.g., Looker, Tableau, or similar) and understanding of how analysts consume data
  • Ability to understand Treasury functions (risk, liquidity, capital, funding) and connect technical work to business outcomes
  • Working knowledge of modern analytics and AI stacks, including:
    • dbt, dlt, DuckDB
    • Vector search / embeddings
    • LLM-based systems
    • Agentic AI frameworks and orchestration

Key Responsibilities

AI & Advanced Analytics
  • Enable AI-driven Treasury workflows using:
    • Vertex AI
    • Large Language Models (LLMs)
    • Vector search / embeddings
  • Build, deploy, and operate AI agents and multi-agent systems at scale for production Treasury workflows
  • Partner with analysts to productionize AI-assisted research, analysis, and reporting
  • Evaluate and integrate emerging open-source AI and data tooling

Cloud & Platform Engineering
  • Architect, build, and operate cloud-native platforms on GCP
  • Own infrastructure patterns for data, analytics, AI, and BI services
  • Ensure platforms are secure, scalable, observable, and resilient

Data Engineering & Analytics Enablement
  • Design and maintain modern data pipelines and data models
  • Strong software engineering skills, including experience building services and APIs using Python or other modern languages
  • Build analytical and BI systems using tools such as dbt, dlt, DuckDB, and cloud-native storage and compute
  • Enable consistent, trusted data access for Treasury analytics and reporting

DevOps & CI/CD
  • Establish and enforce CI/CD pipelines for data and AI workloads
  • Partner with security and platform teams to align with enterprise standards
  • Promote Infrastructure-as-Code and automation-first practices

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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