Managing Director Data Platforms - Investment Management

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Charles Schwab & Co., Inc.
Full Time
Telecommuting not available Travel not required

Job Description


Lone Tree - CO, DENR2, 9800 Schwab Way, 80124


Jeanie Lynn Bannon




We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client?s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ?own your tomorrow? every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Investment Management (CSIM) 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.

CSIM Technology is aligned to support the technology needs of Charles Schwab Investment Management Inc. (CSIM) 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 $302bn in assets under management, of which $289bn are managed on a discretionary basis and approximately $13bn on a non-discretionary basis. CSIM is the 3rd largest provider of index funds and the 7th largest provider of money market funds.

What you?ll do:

This is a senior technology leadership role based in Denver, CO, managing the software development lifecycle and end to end data integration including consuming, modelling, storage and publishing platforms for all CSIM data across the enterprise. It will include executing and realizing the strategy for the team to support the dynamic needs of the CSIM business whilst leveraging the wider firm wide data platforms where applicable.

The role includes the hands-on management of both full time employees and contractors including the vendor relationships with partner firms. The role encompasses establishing and directing the strategic and tactical goals for the teams, building a client and data driven technology organization improving the data quality, timeliness, accuracy, accessibility, technology platform and service provided to the CSIM business.   Provide Development Manager leadership/oversite to multiple Agile Scrum teams and partner directly with the Product Owner of the CSIM Data Platform.

In addition to the functional responsibilities within the technology organization for the CSIM data platform, building proprietary components where required and integrating and managing industry leading vendor software to provide a cohesive, flexible platform which can scale effectively and meet the data demands for future business growth

What you have:

This role requires a highly motivated, organized and experienced business focused technology leader with a proven record of data platform delivery to an investment management business.

Qualifications & Experience

  • A university degree from a well-respected academic institution; advanced degrees in Information management, Computer Science, Business Administration and/or other professional certifications are a plus
  • 12+ years of experience in a data software development / architectural role
  • 7+ years of experience working in an investment management firm
  • Experience leading Agile Scrum development teams
  • Minimum of seven years? experience leading an information technology software delivery organization across multiple technical and investment management product disciplines with a focus on enterprise data management. 
  • At least seven years? experience managing the software development lifecycle leveraging the latest methodologies and industry applicable technologies
  • Extensive experience leading solution delivery teams inclusive of scope, scheduling, budgeting and project planning in an environment with aggressive delivery goals
  • Proven record of delivering technology solutions within agreed upon budgets and timeframes
  • Substantiated experience raising the bar on staff delivery performance and cultivating high performance work environments
  • Significant experience transforming teams through technology, organization, culture, process and business change management

Leadership & Management

  • Ability to work hands on with team members to inspire and motivate all levels of staff towards both tactical and strategic delivery goals
  • Ability to drive change with external counterparties and vendors, managing and enhancing relationships and services provided
  • Outstanding performer, persistent and pro-active leader, detailed oriented, and driven to exceed expectations
  • Skilled communicator and negotiator with exceptional written, verbal, presentation, and interpersonal skills

Personal Characteristics

  • Shows a commitment to high ethical standards and integrity and demonstrates this through action
  • Excellent written communication, presentation and facilitation skills with experience preparing reports to executive management and boards
  • Inquisitive, analytical, a strategic thinker, proactive and solutions-oriented
  • High-energy, positive, entrepreneurial in spirit while goal-oriented and results-driven
  • 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
  • Direct, plain-spoken; conveys a genuine/authentic demeanor

What you?ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life



Learn more about Life@Schwab.




Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.


Job Specifications
Relocation Offered?:No
Work Schedule:Days
Languages:English - spoken
Current Licenses / Certifications:None
Relevant Work Experience:IT-Management/Technical Project Mgmt-6+ yrs, IT-DBA-6+ yrs
Position Located In:CO - Lone Tree
Job Type:Full Time


Category:Information Technology


Activation Date: Monday, November 12, 2018


Expiration Date: Wednesday, February 13, 2019


Apply Here

Company Information

At Schwab, we inspire the driven; individuals who want to take ownership of their career and their future. You are appreciated for your work, respected for your unique strengths and rewarded for the possibilities you create for our clients. Working in Schwab Technology is not just a job; it's an opportunity to do the best work of your life. This team drives Schwab's mission to harness the power of data to deliver the next gen client experience. They relentlessly pursue simplification and modernization, laying the foundation for the digital enterprise. They act boldly together to provide security for our clients and enterprise, safeguarding client trust all while delivering on their core commitments to availability, capacity and project execution with excellence and efficiency. If you are looking to be challenged with projects that stretch and grow your abilities, and push you towards further developing your expertise, apply to one of our openings today.
Dice Id : 10228622
Position Id : 20181024-6764

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