We are looking for a Software Engineer who is passionate about technology and the experiences it can create to join our Client Reporting development team. This is an opportunity to work on an innovative client communications platform while building reliable, scalable, and advanced solutions to help our internal Schwab reps communicate with clients. You’ll support complex vendor integrations and communication templates in a fast paced agile environment. If you’re looking to bring your expertise to a firm that will provide consistent challenges, promoting development and ownership of your career, this is the role for you.

CRT champions innovative and scalable technical solutions to deliver superior client communication experience, through multiple delivery channels. CRT’s software product portfolio include brokerage and bank statement applications, letters, tax documents, trade confirmations, operational and marketing communications, and regulatory forms. An ideal candidate should have experience in a technical lead role and capable of planning, designing, building, and leading next generation technology and building technology roadmaps aligning to the needs of our growing business.As a Senior Software Developer, your job activities will include gathering and interpreting user requirements, design, and development of solutions, enforcing architectural guidelines within the applications, researching, and documenting production environment issues, and driving discussions with technical, business, and external technical partners. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

•          Collaborate with product owners and business partners to define strategy, road maps and scope of software requirements (decompose                          narratives, design features, and prioritize tasks)•          Design and deliver new concepts and features, working alongside development peers in an agile environment•          Serve as a technology team leader: leading code reviews, clarifying technical requirements, explaining end to end system flows, designing                    system/tech artifacts and mentoring junior team members•          Identify root causes of issues or bugs identified and remediate them efficiently•          Partner with UX experts to incorporate user facing enhancements into a complex communications system•          Partner with delivery manager, scrum master and product owner to provide development sizing estimates•          Utilize automated software test tools and frameworks such as test driven development to achieve the highest quality in software delivery•          Support integration efforts to build whole systems from various subsystems•          Identify technology risks early and establish mitigation plans•          Lead end-to-end application delivery – design system requirements, development, quality check process including testing strategy and                          production releases•          Leverage AI to help speed development efforts and create a smooth and efficient pipeline.•          Interface with with vendors to identify and remediate any issues that arise within the environment

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

Qualifications

• Bachelors’ degree in Computer Engineering OR related degree and/or practical experience
• 10+ years of professional level Client Communication design experience leveraging OpenText Exstream design suite
• 10+ years of applicable experience  with communication fulfillment leveraging CommServer
• 5-7 years Experience implementing and maintaining business facing content tools such as Content Author from OpenText
• Experience with CI/CD tools like Bitbucket/Bamboo/Jenkin/GitHub etc.
• Experience participating as a member of a scrum team in an agile environment
• Experience leading technical teams and working efficiently across multiple skill levels to produce high quality software with the best possible user experience.
• Experience troubleshooting real-time fulfillment issues to maintain SLAs
• Experience working within Client Communications technology group as a technical expert to troubleshoot across multiple implementations of both manual and automatically initiated communications to ensure proper delivery within established SLAs.
• 5+ years Experience working in a fast-paced, highly regulated industy
• Experience building agents with github copilot or similar AI technology and/or utilizing AI to assist in the development process
• Experience integrating client communication vendor technologies with streamlined UIs to allow internal reps to send templated communications to clients
• Partner with architects and product teams to create comprehensive designs and roadmap for complex systems
• Ability to effectively communicate technical concepts to both technical and nontechnical audiences
• Enthusiastic relationship builder: ability to partner multi-functionally and work efficiently with different levels and functions within an organization
• Demonstrated exposure to, or hands-on experience with, GenAI coding assistants used across day-to-day engineering workflows in the SDLC—implementation, refactoring, unit testing, regression support, code reviews, scripting/automation, troubleshooting, and documentation—while applying engineering judgment and validation.
• Practical familiarity with tools such as GitHub Copilot or Claude Code is expected.
• Ability to work with both real-time and batch communication systems

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