Charles Schwab Bank Platform Managing Director, Banking and Trust Services in Phoenix, Arizona


Phoenix - AZ, PHX4750A, 4750 E Francisco, 85044-5359

Brittany Steichen


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 at 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.

Banking & Trust Services (BTS) is the business enterprise within Schwab overseeing Charles Schwab Bank and the Charles Schwab trust companies. The BTS organization offers deposit, loan and trust products to Schwab clients who are looking for holistic wealth management solutions that complement their brokerage activities. The integrated banking and brokerage services represent the strong value proposition we offer our clients.

Charles Schwab Bank is a full-service bank that offers a range of competitive deposit and lending products. In 2003, we launched Schwab Bank as a bank for investors, and it has grown to be the 12th largest bank in the United States. Our goal is to offer a banking experience that complements the Schwab brokerage capabilities, providing banking products tailored to meet our clients’ unique needs as investors, all in one convenient location. Consistent with the brand, we offer exceptional client experience.

Our Opportunity:

The Bank Platform Managing Director is critical to the success of Schwab’s Banking and Trust Services (BTS) in supporting our clients and key business partner initiatives. The Bank Platform Director is expected to manage a team of Technical Product Management employees, business analysts and solutions architects with focus on one or more banking systems/platforms (deposit, lending, trust, etc.). The Bank Platform Managing Director will partner closely with line functional teams to understand industry and regulatory trends, must have broad knowledge of stakeholder needs, a good grasp of software solutions and in depth knowledge of the systems they manage. They will leverage this knowledge to produce and manage system requirements (user stories) for their Scrum team(s) and oversee/approve business requirement (non-Agile) to ensure business objectives are met and exceeded. The Bank Platform Managing Director is responsible for their system(s) but must also understand cross-system and domain dependencies and interactions within the Bank and across the broader Schwab organization.

What you’ll do:

  • Partner with technology to develop and socialize a strategic roadmap and system plan within the context of critical stakeholder needs, pain points and business impact.

  • Review and analyze relevant client, business stakeholder and market information.

  • Gather feedback from and help represent frontline Schwab Bank and Brokerage staff.

  • Prioritize future initiatives based on feasibility, market, stakeholder, regulatory and financial impact.

  • Socialize system roadmap plan among key stakeholders

  • Strive to ensure continuous alignment of stakeholder teams with system roadmap

  • Challenge assumptions and encourage critical thinking across all stakeholder groups

  • When operating in the Agile environment, act as the System Product Owner for Scrum team(s) that develop the system solutions for which the bank is accountable.

  • Develop, adapt and convey the system and project vision to your Scrum team(s), technology partners and vendor partners/dependents.

  • Responsible for decision and oversight of what to develop, as well as what not to develop, through ordering and grooming the system backlog

  • Provide and receive feedback through participation in Scrum activities including daily Scrum meetings, Sprint Review, backlog grooming, release planning and Sprint planning

  • Write user stories, epics and features and/or oversee and approve those written by others.

  • Ensure acceptance criteria is established for each user story.

  • Accept the completion of user stories as they are demonstrated by the Scrum team

  • Daily responsibilities include: communicate ongoing risks, scope trade-offs, timeline impacts and budget impacts to stakeholders to ensure alignment

  • Account for technical debt and prioritization between technical approach and business initiatives

  • Support business implementation process for new and/or enhanced system features.

  • Coordinate deployment, testing, certification and communication of new or enhanced services with Banking and Trust Services teams.

  • Coordinate deployment, testing, certification and communication of new or enhanced services with all impacted vendors.

  • Organize training and support to frontline staff as appropriate.

  • Ensure appropriate production support for deployed systems

  • Maintain systems to ensure ongoing stakeholder and end client satisfaction and continued achievement of business goals and objectives.

  • Partner with technology to establish service level agreements that address product scale, availability and performance standards.

  • Obtain stakeholder feedback on enhancements and defects. Manage the process for prioritizing these to maximize business benefits.

  • Capture qualitative and quantitative metrics for defining system performance and success.

  • Incorporate and support Data Governance for the system(s) managed.

  • Help organize and participate in Data Governance activities including data consumption reviews

  • Track application consumption and usage of system(s) data and services for data lineage purpose

  • Document data and other system inputs to the system(s) and services managed

  • Work closely with the future Bank Data Steward to help define and maintain data for the system

What you have:


  • 5 years of experience leading development of products and systems in a large, complex enterprise environment

  • 5+ years of experience managing staff preferred

  • Broad knowledge of the overall Schwab organization

  • Have and develop a strong network of contacts across Schwab to leverage existing and developing capabilities firm-wide

  • Ability to gather information from multiple sources (internal, primary and secondary research) and synthesize them to uncover trends that draw out relevant and actionable conclusions.

  • Be able to conceptualize solutions that leverage current technologies through the understanding of industry trends, internal business drivers, client needs and vendor capabilities

  • Translate needs and business imperatives from product vision and roadmaps for use in setting priorities and guiding the work of the Scrum team(s) or from the overall Bank Platform team

  • Ability to think and act creatively by stepping outside standard convention and identify potential “out of the box” solutions.

  • Apply management and collaboration skills to orchestrate and maximize the work and deliverables of cross-organization and cross-functional teams assigned to product initiatives.

  • Possess the ability to maintain focus, and drive results in all business cycles and environments. Demonstrate adaptability when projects need to deviate from original plans or shift direction based on changing needs, priorities and funding.

  • Be a great listener – Understand the value of listening to client needs and vendor capabilities. Have the ability to understand the deeper underlying problem that needs to be addressed.

  • Servant Leadership – Able to garner respect from your Scrum team(s) and Platform colleagues, lead and demonstrate value-add principles, and willing and able to get your hands dirty to get the job done

  • Excellent communication skills to ensure all business owners, technology partners and vendors are kept up-to-date with vision, strategy and objectives for BTS

  • Demonstrated capabilities for leading and guiding individuals to create a “high performing team”, building Schwab culture and instilling a culture of accountability

  • Attitude of transparency – Desire and ability to bring disclosure and transparency to the broader BTS organization and grow trust between the business, vendors and technology partners

  • Conflict resolution: Able to facilitate discussion of issues and different approaches and alternatives, and effectively resolve issues in a timely manner.

  • Possess a thorough understanding and appreciation for the Agile values and principles and apply them at various levels depending on the approach appropriate for each platform project/challenge

  • Thorough understanding of and proven ability to:

  • Write user stories and acceptance criteria

  • Split large stories into smaller stories

  • Groom the backlog

  • Conduct Release planning

  • Conduct Sprint planning when appropriate

  • Navigate the review activities (sprint and releases)

  • Strong grasp of software development and technology.


  • Scrum Product Owner certification

  • Prior experience using Jira

  • MS Office skills including Visio and PowerPoint

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 at" .

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: Project Management-6+ yrs, Financial Services-6+ yrs, Banking-6+ yrs, Product Development-6+ yrs

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Information Technology

Activation Date: Thursday, April 26, 2018

Expiration Date: Friday, June 1, 2018

Apply Here