Senior Specialist - Treasury AI Engineer

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 — 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.

What you have

Required Qualifications

• 3+ years of experience in software, data, or platform engineering
• Hands-on experience with Google Cloud Platform (GCP) 
• Experience building and scaling AI agents (e.g., agentic frameworks, multi-agent orchestration, tool-use patterns)
• Experience with CI/CD, DevOps, and production operations
• Proficiency in Python for data engineering, automation, and AI development

Preferred Qualifications

• Proficiency with Terraform for Infrastructure-as-Code, including collaborative workflows in a team setting 
• Demonstrated experience evaluating, adopting, and contributing to open-source data and AI tooling
• Background in data engineering and building data systems
• Exposure to BI and analytics platforms (e.g., Looker, Tableau, or similar) and understanding of how analysts consume data
• Ability to understand Treasury functions (risk, liquidity, capital, funding) and connect technical work to business outcomes
• Working knowledge of modern analytics and AI stacks, including:
• dbt, dlt, DuckDB
• Vector search / embeddings
• LLM-based systems
• Agentic AI frameworks and orchestration

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

• Architect, build, and operate cloud-native platforms on GCP
• Own infrastructure patterns for data, analytics, AI, and BI 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 Python or other modern languages
• Build analytical and BI systems using tools such as dbt, dlt, DuckDB, and cloud-native storage and compute
• Enable consistent, trusted data access for Treasury analytics and reporting

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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.