Description

Your Opportunity

Director, Head of Technical Research and Strategy

Charles Schwab Corporation is seeking to recruit an outstanding market-focused leader to serve as Director, Head of Technical Research and Strategy for the Schwab Center for Financial Research. The Schwab Center for Financial Research (SCFR) is a research organization whose mission is to help Schwab clients achieve their goals by providing accurate, clear, actionable, relevant, and timely research, tools, and advice. The Director, Head of Technical Research and Strategy will lead a team research effort focused on generating actionable market insights and trading strategies rooted in technical analysis. This team's mission will be to deliver timely actionable advice to traders and self-directed clients on the Schwab platform. The role will report to the Managing Director and Head of Investment Research and Strategy for the Schwab Center for Financial Research.

This role requires deep understanding of technical analysis, indicators and quantitative tools in an equity and cross-asset framework. In addition, this is a leadership role which requires vision in shaping and advancing the team's research agenda.
Key Outcomes

• Define and execute the research agenda for technical research and strategy across equities, fixed income, FX, hard assets and digital assets.
• Build, manage and mentor a team of technical researchers and strategists.
• Partner with macro and asset class specialists at the Schwab Center for Financial Research (SCFR), as well as other partners across Schwab Asset Management (SAM) to ensure consistency of output.

Research and Analysis

• Design the data and infrastructure required to produce technical research on a systematic basis.
• Develop proprietary technical models, research, charting frameworks and trading signals.
• Produce and deliver regularly thematic research, technical commentary and actionable trading ideas while highlighting technical market dynamics, risks level, inflection points, key levels, momentum shifts, price patterns to provide actionable advice.
• Oversee the development of analysis and research infrastructure including dashboards and visualization charting tools.

Communication

• Communicate research and views to both internal and external audiences.
• Recommend strategies investors can implement using Schwab's Think or Swim (TOS) platform to identify risks and opportunities.
• Link Schwab's viewpoints and research with clear, actionable steps which Schwab representatives, advisors, and clients can implement. Communicate via multiple channels, i.e., public speaking at client events, interactions with consultants and advisors, written reports for both internal and external use, videos, coaching workshop and media.
• Serve in a public-facing capacity as needed, communicating Schwab's viewpoint on markets in the media and at industry events while positioning the firm as a thought leader in technical analysis.
• Participate in and contribute to committees and governance activities to establish broad market views

What you have

Required Skills and Key Experiences:

• 10+ years of experience in technical research and analysis with a proven track record of developing and applying technical frameworks to generate trading ideas
• Strong market knowledge across asset classes (equity, FX, fixed income, commodities and derivatives)
• Expertise with technical charting tools and software - including strong familiarity with the Think or Swim platform
• Track record of leading a dynamic team of analysts and researchers to develop a single point of view and to guide the communication process
• Understanding financial statements, accounting principles, valuation metrics, and global equity markets.
• Strong analytical and quantitative abilities with expertise in financial modeling and data analysis.
• Effective relationship builder - ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types.
• Demonstrated highly developed communication skills to employ for internal and external distribution, for live events, podcasts, interviews and visual media - all required to communicate complex market concepts and tell a compelling story shaping clear and actionable advice
• Strong analytical and creative problem-solving skills.
• Experience presenting complex financial information clearly and concisely to diverse audiences.
• CFA, CMT or equivalent designation strongly preferred

Requisition #: 2026-120034

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Requirements

2026-120034