Charles Schwab Director of Client Identity & Access Management - Online Authentication in San Francisco, California


San Francisco - CA, SF211MN, 211 Main St, 94105-1905

Prashant Patolia


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Online Authentication team is responsible for managing client access to all of the online channels and properties (Web, Web Services, Mobile, and Software) at Schwab. These mission critical channels provide access to millions of end-clients and service providers to the information and tools they need to conduct business with Schwab. The team works with each channel on the appropriate identity management, credential, administration and security tools and services. The team works with technology and the various Security, Compliance and Risk teams and the end-channel owners. As the owners Online Authentication, the team sets the strategy and direction and is constantly looking at best practices in the industry and related industries and most importantly, emerging authentication techniques, experiences, technologies (e.g., biometric) and systems. Part of the team’s charter is also to educate channel owners and end-clients on all aspects of Security and Authentication techniques and Requirement Adherence using online and offline content, tools, webcasts, in-person meetings and presentations.

What you’ll do:

The successful candidate will be responsible for setting the solution direction of Online Authentication and Security across the various client-facing Business to Business and Business to Client channels. This is a sole contributor role that will work directly with the various channel owners to determine and set requirements that meet the corporate security and identity management standards along with the unique needs of each channel and business.

  • Maintain a project backlog, manage a requirement backlog.

  • Work with vendors and the technology teams to execute the requirements.

  • Seek, evaluate and propose technologies and techniques that fit the needs of the various channels.

  • Work with technology partners and vendors to create authentication techniques that meet or exceed the firms' needs for the next 5-7 years.

  • Be innovative in finding new, easier ways for clients to authenticate online which are as, or more secure than what are used today.

  • Work with the tech team to create and prototype, test and evaluate in-house and 3rd party security products.

  • Evaluate authentication and security vendors which meet the needs of the firm and end-clients.

  • Negotiate contracts.

  • Work with channel partners and other product managers to create and implement online authentication processes and systems.

  • Have a passion for creating easy to understand and understand experiences.

  • Provide expert support in dealing with emerging threats and readily reacting to the evolving security threat landscape.

  • Understand the regulatory environment as it pertains to cyber-security.

  • Work with the Security, Privacy, Compliance and Legal teams to ensure that Schwab is complaint with security regulations and is meeting or exceeding best practices.

  • Be comfortable compiling metrics, creating educational and presentation material, talking and presenting to executives and large groups on subjects concerning online security as it pertains to the industry, the regulatory environment and regulatory requirements.

  • Some travel is required.

What you have:


  • Bachelor’s degree required in engineering or business. MBA or post-graduate degree.

  • Extensive experience with online authentication or security or other high-risk processes at a similar firm of equivalent risk profile.

  • Superior analytical ability with attention to detail

  • Innovative and creative. An outside the box thinker.

  • Follows the industry and is a member of Security-related organizations

  • Expert in creating easy to follow reports of complex data

  • Very strong written and verbal communication and presentation skills.

  • Expert in dealing with ambiguity.

  • Demonstrated ability to influence and drive outcomes

  • A strong track record of performance

  • Experience in Agile methods and processes


  • Experience with the Financial Services industry

  • Knowledge of Schwab products, services and support systems is a plus

  • Expert knowledge with the suite of Microsoft Office products, specifically PowerPoint and Excel

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: IT-Other Specialty Engineering-6+ yrs

Position Located In: CA - San Francisco

Education: BA/BS

Job Type: Full Time

Category:Information Technology

Activation Date: Wednesday, June 6, 2018

Expiration Date: Thursday, November 1, 2018

Apply Here