Managing Director, Investment Management Technology

About the role

The Managing Director, Investment Management Technology will provide enterprise technology leadership 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 strategic technology vision across investment management and research capabilities, ensuring platforms are scalable, resilient, secure, and aligned to Schwab’s asset management priorities, product growth agenda, and digital transformation objectives.
• Partner with Asset Management leadership to align technology strategy with business priorities, product innovation, and long-term growth objectives.
• Provide strategic counsel on influencing business strategy, investment priorities, operating models, emerging technologies, and industry trends, helping shape business strategy and identify opportunities to advance Asset Management’s competitive position.
• Unify research, investment management, and separately managed account front office technology into a scaled, high-performing organization positioned to accelerate investment innovation, strengthen operational excellence, and enable differentiated client and advisor experiences.
• Partner closely with senior leaders across investment management, product, research, compliance, operations, and technology to influence cross-functional transformation, deliver modern, agile, and integrated solutions supporting Schwab’s long-term growth strategy.

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.

Key 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.
• 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.