Senior Specialist - Treasury AI Engineer

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 — 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 Overview

This 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:

• Build and scale cloud-native data, AI platforms, and AI agents on GCP
• Enable Treasury analysts through LLMs, vector search, AI agents, and BI tooling
• Establish modern data engineering and DevOps practices
• Translate analytical and business needs into production-grade systems
• Leverage open-source technologies to accelerate delivery and avoid vendor lock-in

The role contributes directly to embedding AI, analytics, and self-service capabilities into day-to-day Treasury workflows.