What are the responsibilities and job description for the AI Enablement - Treasury Analytics position at Charles Schwab Inc.?
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.
Treasury 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.
The Senior Manager, Treasury Cloud & AI Platforms will lead the design and evolution of cloud-native data and AI capabilities that directly power Treasury analyst workflows. This role is responsible for building the technical foundation that enables advanced analytics, data products, and AI-assisted insights across Treasury.
What you have
Required Qualifications
8 years of experience in software, data, or platform engineering
Strong hands-on experience with cloud-based technologies, preferably GCP
Advanced proficiency in Python
Demonstrated experience with open-source data and AI tooling
Strong background in data engineering and building data systems
Experience implementing CI/CD, DevOps, and production operations
Working knowledge of modern analytics and AI stacks, including:
dbt, dlt, DuckDB
Vector search / embeddings
LLM-based systems
What you'll do:
This is a hands-on technical leadership role for someone who is equally comfortable designing cloud-based platforms, working with open-source tooling, and partnering with Treasury stakeholders to operationalize AI.
You will:
Build and scale cloud-native data and AI platforms on GCP
Enable Treasury analysts through LLMs, vector search, and AI tooling
Establish modern data engineering and DevOps practices
Translate analytical and business needs into production-grade systems
The role contributes directly to embedding AI into day-to-day Treasury workflows.
Key Responsibilities
Cloud & Platform Engineering
Architect, build, and operate cloud-native platforms on GCP
Own infrastructure patterns for data, analytics, and AI services
Ensure platforms are secure, scalable, observable, and resilient
Data Engineering & Analytics Enablement
Design and maintain modern data pipelines and data models
Strong software engineering skills, including experience building services and APIs using at least one modern programming language (such as Python, C#, or Java).
Build analytical systems using tools such as dbt, dlt, DuckDB, and Cloud-native storage and compute
Enable consistent, trusted data access for Treasury analytics
AI & Advanced Analytics
Enable AI-driven Treasury workflows using:
Vertex AI
Large Language Models (LLMs)
Vector search / embeddings
Partner with analysts to productionize AI-assisted research, analysis, and reporting
Evaluate and integrate emerging open-source AI and data tooling
DevOps & CI/CD
Establish and enforce CI/CD pipelines for data and AI workloads
Partner with security and platform teams to align with enterprise standards
Promote Infrastructure-as-Code and automation-first practices
Technical Leadership
Act as a technical thought leader within Treasury Technology
Mentor engineers and analysts on modern data and AI practices
Influence standards, patterns, and tooling choices across the organization
In addition to the salary range, this position is also eligible for bonus or incentive opportunities
Salary : $105,600 - $225,000