Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.
About Treasury & This RoleTreasury plays a critical role in safeguarding the company''s financial health, managing liquidity, cash flow, funding, and risk across the enterprise. Through an integrated risk-stripe approach spanning market, liquidity, and capital risk, Treasury actively manages the firm''s balance sheet to support sustainable business growth. In parallel, Treasury operates deeply embedded cash management and settlement functions that ensure daily obligations are met, while owning fund transfer pricing capabilities that enable the businesses to accurately attribute profitability.As Treasury continues to modernize, we are investing heavily in data, cloud platforms, and AI to elevate analyst productivity, decision-making speed, and analytical depth. This role sits at the center of that transformation - bridging technical execution with business understanding to deliver platforms and tools that Treasury stakeholders actually use and trust.The Senior Specialist, Treasury Cloud & AI Platforms will implement the design and evolution of cloud-native data and AI capabilities that directly power Treasury analyst workflows. This role is responsible for creating the technical foundation that enables advanced analytics, data products, and AI-assisted insights across Treasury. You will be expected to understand Treasury''s business context - how analysts think about risk, liquidity, and capital - and translate that understanding into solutions that drive measurable impact.Role OverviewThis is a hands-on technical role for someone who combines strong engineering fundamentals with genuine curiosity about the business problems they''re solving. You should be equally comfortable writing Python, building cloud infrastructure, evaluating open-source tools, and sitting with a Treasury analyst to understand what they actually need.
You will:
The role contributes directly to embedding AI, analytics, and self-service capabilities into day-to-day Treasury workflows.
Key Responsibilities
AI & Advanced Analytics
Enable AI-driven Treasury workflows using:
Vertex AI
Large Language Models (LLMs)
Vector search / embeddings
Build, deploy, and operate AI agents and multi-agent systems at scale for production Treasury workflows
Partner with analysts to productionize AI-assisted research, analysis, and reporting
Evaluate and integrate emerging open-source AI and data tooling
Cloud & Platform Engineering
Data Engineering & Analytics Enablement
DevOps & CI/CD
What you have
Required Qualifications
Preferred Qualifications
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.