Senior Software Development Engineer

Schwab Asset Management Solutions (SAMS) Technology

Opportunity

At Schwab, we believe in challenging the status quo and transforming the finance industry together. We foster in-office collaboration and expect the selected candidate for this role to work on-site in the specified location.

What You’ll Do

• Drive the design, configuration, and customization of the InvestorTools Perform platform, Credit Scope, and in-house portfolio construction applications.
• Partner closely with product owners and business stakeholders to deliver scalable, business-aligned solutions.
• Translate complex requirements into technology-ready solutions and ensure seamless implementation—either in-house or in collaboration with vendors.
• Lead testing efforts and support user acceptance testing to ensure high-quality, production-ready outcomes.
• Operate at the intersection of business and technology, combining hands-on execution with strategic oversight.

Qualifications

• 10+ years of expertise in Fixed Income Separately Managed Accounts (SMA), with proven leadership in InvestorTools Perform configuration, customization, and platform development.
• Current working experience with Schwab systems and processes.
• Recognized in-house expert driving platform capabilities across Task Scheduler, upgrades, custom reporting, and advanced business configurations for trading and portfolio workflows.
• Proactively resolves critical production issues and leads requirements gathering.
• Trusted vendor liaison and techno-functional SME, influencing product direction and ensuring alignment with business objectives.
• Enhance investment operations and decision-making with strong domain knowledge in municipal bond trading and SMA business processes.
• Expertise in Agile delivery with experience in developing epics, themes, user stories, and business rules.
• Advanced SQL, data analysis, and data mapping capabilities with strong data expertise.
• .NET and object-oriented programming experience with additional technical depth.
• Strong leadership presence with excellent communication, analytical, and problem-solving skills.

Personal Characteristics

• Excellent written communication, presentation, and facilitation skills.
• Self-starter: takes initiative and works independently.
• Well-organized and disciplined with high attention to detail.
• Flexible and adaptable, working with various business domains.

What’s in it for you

• Competitive benefits package including a 401(k) with company match and Employee stock purchase plan.
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.