Senior Manager, Strategy & Initiatives – Facilitation & Learning

Senior Manager, Strategy & Initiatives – Facilitation & Learning Experiences

Charles Schwab

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

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. Do you have a passion for cultivating talent and creating innovative learning solutions to help new hires succeed in their role? If so, this exciting opportunity is for you! At Schwab, being the most trusted leader in investment services starts with our people.

The Wealth Management Learning & Coaching (WML&C) team in the Retail Experience Strategy & Risk (RESR) organization is accountable for developing and coaching Schwab sales professionals.

The Wealth Management Learning & Development group in WML&C is responsible for creating innovative and engaging learning solutions to prepare and enable our early talent and new hires to provide exceptional service to our clients.

The team is focused on designing and delivering relevant, timely, and engaging learning experiences that enhance the skills and capabilities of our people and equip them with the tools and resources they need to succeed in their role.

We are always searching for new ways to deliver industry-leading wealth management experiences to our clients and provide services that add more value for our clients. This starts with ensuring our people, particularly our new hires, are equipped to serve clients the Schwab way.

WML&C is part of the Investor Services organization. We design and deliver learning solutions for sales professionals (new hires and experienced sales professionals) in the Branch Network. In this role, you will focus on developing and facilitating learning solutions for our new hires and evolving our Early Talent Development programs including Wealth Management University, Branch Manager University, Client Relationship Specialist University, and Financial Consultant Academy.

Our goal is to improve learning experiences, increase learner engagement, and create a diverse world‑class learning experience for our new hires.

• Facilitating WMU, BMU, CRSU, FCA and other Early Talent Development program live sessions throughout the year
• Consulting on the design and implementation of content and program strategy for the core WML&D programs
• Developing and facilitating case studies, role plays, and simulation exercises for WMU, BMU, CRSU, FCA and other ETD program to help new hires apply their knowledge
• Supporting other Early Talent Development programs through facilitation of coaching and training sessions, and building course outlines for new content as needed
• Providing input to improve the operational efficiency of the WMU program
• Coordinating with SMEs, business partners, and Instructional Designers to create engaging and impactful learning solutions; ensuring diverse modalities are leveraged
• Leading efforts to create participant, coach, and facilitator guides and case studies for live WMU sessions and virtual Instructor Led deliveries
• Conducting regular needs assessments to identify skills gaps and training requirements

• Delivering impactful live training and coaching sessions that provide practical application opportunities to new hires
• Building strong, effective, and collaborative relationships with our internal team and cross‑functionally with other L&D partners
• Drafting content outlines and working with instructional design teams
• Engaging others in open dialogue and influencing approach to gain support from various stakeholders who may have different priorities
• You are enthusiastic about Learning & Development, self‑motivated, results‑oriented, and able to drive organizational change

• BA/BS required in Human Resources, Education, Business, or a related field
• Deep understanding and connection to key partners in the Branch Network, WAS, and other sales organizations at Schwab
• Familiarity with learning management systems (LMS)

• Proven experience (4+ years) in Learning…