Managing Director, Investment Management Technology

About the role

The Managing Director, Investment Management Technology will lead the technology strategy for all front-office investment capabilities at Schwab Asset Management Services (SAMS), the broader product enterprise, and the Schwab Center for Financial Research (SCFR).

Responsibilities

• Define and execute the investment technology roadmap: Establish a clear multi-year strategy, target state architecture, and investment roadmap for front office investment, research, trading, portfolio management, and analytics platforms aligned with Schwab Asset Management priorities and enterprise transformation goals.
• Modernize core asset management platforms: Lead the core modernization delivering scalable, resilient, and integrated technology capabilities to support portfolio construction, model management, trading, investment compliance, and multi-asset workflows.
• Advance research, AI and analytics capabilities: Enable next-generation quantitative, qualitative, and AI-enabled / data-driven research tools strengthening investment insights, advisor enablement, and client-facing content across SCFR and related teams.
• Technology Investment Management: Manage a significant technology investment portfolio, ensuring disciplined investment prioritization, financial stewardship, vendor optimization, and measurable return on technology investments.
• Strengthen enterprise partnership and delivery: Serve as a trusted partner to senior leaders across investment management, product, research, compliance, operations, and technology to accelerate agile delivery, increase speed of delivery, and ensure technology investments drive measurable business outcomes.
• Drive operational excellence and governance: Establish and enforce standards, frameworks, and delivery practices meeting enterprise standards for architecture, engineering, security, resiliency, regulatory compliance, and risk management across both internal and external (vendor) platforms and services.
• Lead AI and Investment Data Transformation: Help define and execute the SAM AI and investment data strategy, embedding AI, trusted data, and intelligent automation across front-office capabilities while ensuring responsible governance and regulatory compliance.
• Build a High Performing Technology Organization: Build and lead a high-performing technology organization through exceptional talent strategy, organizational transformation, succession planning, leadership development, global engineering execution model, strategic partnerships, and a culture of innovation, accountability, and continuous improvement.

Requirements

• Deep asset management technology and domain expertise, with a strong understanding of investment processes, alpha generation workflows, liquidity management, portfolio construction tools, and front office investment capabilities.
• Demonstrated credibility with investment leaders, portfolio managers, research teams, traders, and senior business stakeholders, with the ability to translate investment objectives into scalable technology strategies and execution plans.
• Experience supporting multiple investment product structures, including ETFs, mutual funds, separately managed accounts, alternatives, model portfolios, and other asset management vehicles.
• Proven leadership of front office investment management and research technology organizations supporting research, portfolio management, trading, investment compliance, analytics, and regulatory reporting.
• Experience overseeing investment systems integration, market and reference data management, investment analytics platforms, and critical vendor relationships such as Aladdin, Vestmark, Perform, and related technology providers.
• Track record leading AI, data, and analytics transformation initiatives that enhance investment research, quantitative capabilities, operational efficiency, and decision support.
• Experience defining multi-asset, multi-product, multi-channel front office technology strategy and multi-year roadmaps.
• Experience modernizing technology platforms using cloud-native architecture, APIs, platform engineering and development best practices.

Qualifications

• Executive experience presenting technology strategies, roadmaps, and transformation initiatives to Executive Committees and senior leadership teams.
• Strong business acumen across asset management, investment research, trading, portfolio management, data, analytics, and regulatory environments.
• Exceptional communication, stakeholder management, vendor oversight, risk management, and operational governance capabilities.
• Partner with Product leadership to shape product operating models, accelerate product innovation, drive agile delivery, and improve speed to market for new investment solutions.
• Technology financial management, vendor strategy, investment prioritization, and commercial decision-making.

Skills

• Executive presence and the ability to influence senior investment, product, technology, compliance, and enterprise leadership teams.
• Asset Management Technology strategy, business transformation, executive influence, and organizational leadership.
• Strategic technology planning, platform modernization, engineering leadership, and large-scale transformation execution.
• Strong business acumen across asset management, investment research, trading, portfolio management, data, analytics, and regulatory environments.
• Ability to build, lead, and develop high-performing technology teams with a culture of accountability, innovation, disciplined execution, and client-centered delivery.