Sr. Manager, RelativityOne Platform Administrator & AI Technologist

Job description

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Schwab is building a dedicated internal eDiscovery capability, and this role will help shape the technology, governance, and operating standards that support it.

As a Senior RelativityOne Platform Administrator and AI Technologist, you will strengthen platform security, reliability, and scalability while enabling efficient, defensible legal workflows in a highly regulated environment. You will administer and optimize RelativityOne, solve complex platform issues, establish repeatable configurations, and use sound decision-making to manage access, risk, releases, and change. You will also evaluate analytics and AI-enabled workflows, identify opportunities for responsible automation, and translate technical capabilities into practical solutions.

Success requires adaptability and close collaboration with Legal, Information Security, IT, Records Management, Compliance, Privacy, outside counsel, and service providers. Your work will improve platform adoption, strengthen governance, and advance Schwab’s legal technology capabilities.

Key Responsibilities

Administer and support Schwab’s RelativityOne environment, including users, groups, workspaces, templates, objects, applications, permissions, processing profiles, fields, layouts, indexes, dashboards, and workflows. Provide advanced troubleshooting and coordinate escalations with Relativity and other service providers. Maintain and advance platform governance, configuration standards, least-privilege security patterns, and approved access models.

Monitor audit activity, security configurations, system usage, storage, costs, incidents, operational exceptions, and adoption metrics to support continued secure, compliant, and auditable operations. Evaluate, configure, test, document, and support approved analytics and Relativity AI use cases. Establish technical validation and monitoring practices for AI-enabled workflows and identify opportunities for responsible automation, optimization, and continuous improvement.

Manage releases, change controls, testing, configuration documentation, and feature adoption. Create and maintain administrator guides, SOPs, configuration inventories, training materials, job aids, and other knowledge resources, and deliver user enablement and platform training. Partner with Legal, Information Security, IT, Records Management, Compliance, Privacy, outside counsel, vendors, and other stakeholders to support the modernization of legal technology capabilities within established governance and risk controls.

Support matter execution and collections as a trained backup. What you have

Required Qualifications

To succeed in this role, candidates should possess: 6+ years supporting eDiscovery, legal technology, or litigation platforms. Relativity Certified Administrator (RCA) strongly preferred ; equivalent advanced experience accepted. 4+ years of hands-on RelativityOne or Relativity administration. Experience with workspace configuration, permissions, security models, and governance controls. Experience with Relativity aiR, analytics, active learning, or AI-enabled review.

Expert knowledge of eDiscovery workflows and the EDRM lifecycle. Advanced experience with processing, analytics, review, and production workflows. Experience with platform monitoring, auditing, and governance. Strong written and verbal communication skills. Ability to translate technical concepts and operational needs for legal and business audiences. Professionalism , discretion, and strong attention to detail. Bachelor’s degree or equivalent relevant experience.

Experience administering sensitive data in secure environments . Experience documenting configurations, changes, risks, and administrator procedures.

Preferred Qualifications

Financial services or highly regulated industry experience. Knowledge of SaaS administration, APIs, scripting, or automation technologies. CEDS, Security+, CISSP, or other relevant certifications. Identity/access-management and security-control experience. Experience developing technical training and adoption programs. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance