Naveen Rajan

Senior Vice President and Digital Transformation Executive

Role
Managing Director (SVP) Advisor, Wealth and Asset Management Technology at Charles Schwab
Location
Austin, TX, US
LinkedIn followers
500 followers

About Naveen Rajan

Technology and product engineering executive with a passion for organizational transformation activities focused on delivering technology solutions faster, better and cheaper. Proven ability to attract talent, retain and scale the organization to meet business needs. Experienced in site leadership roles. Recent experience driving large scale digital transformations at Schwab, GM and Dun and Bradstreet. Successful in both medium mid-size companies (Hoovers, DNB) and in large fortune 100 companies like GM, Dell. Successful at driving an entrepreneurial spirit, innovative environment and Agile processes in both small and large companies. Use of innovation labs to test and learn as a key enabler for collaboration. Proven experience as the senior most technology leader and partnering with the rest of the company’s executive team to achieve common goals. Exposed to multiple industries, business processes and verticals (Hi Tech, Automobile, Telecom, Finance, Manufacturing, Retail, and Government). Experienced as both a product engineering/development leader as well as leading corporate technology systems at scale. Successful at scaling businesses (sales, product growth, global growth) through innovative technology solutions that are global in nature but are able to meet regional needs. Comfortable presenting to the C Level teams/Board of Directors and to large audiences in townhalls/conferences.

Experience

  1. Managing Director (SVP) Advisor, Wealth and Asset Management Technology

    Charles Schwab

    Jul 2025 — Present · Austin, TX, US

    Head of technology for Schwab Advisor Services, Schwab Wealth and Advice Solutions and Schwab Asset Management.

Education

  • University of Illinois Chicago

    MS, Computer Science

  • University of Madras

    BS, Computer Science and Engineering

  • University of Michigan - Stephen M. Ross School of Business

    Executive Education - Leading with Impact

    2018

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Naveen Rajan — Managing Director (SVP) Advisor, Wealth and Asset Management Technology at Charles Schwab in Austin, TX, US | Unifers