Senior Manager, Strategy & Initiatives – Facilitation & Learning Experiences

Your opportunity

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 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. 

Our Team:

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.

You will be responsible for:

• Facilitating WMU, BMU, CRSU, FCA and other ETD 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

What you are good at:

• 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

What you have

Required Qualifications: 

• BA/BS required in Human Resources, Education, Business, or a related field OR experience in lieu of a degree
• Proven experience (4+ years) in Learning & Development with a broad understanding of learning strategy and program management
• Background in coaching to sales process, wealth management, and financial planning topics
• Strong understanding of adult learning principles and course design
• Track record of developing and implementing successful projects or programs with cross-functional departments
• Preferred: Deep understanding and connection to key partners in the Branch Network, WAS, and other sales organizations at Schwab
• Excellent communication (both written and verbal) and interpersonal skills
• Strong project management skills, including ability to prioritize and manage multiple initiatives simultaneously
• Proven ability as a self-starter, and demonstrated ability to think strategically and execute methodically
• Preferred: Familiarity with learning management systems (LMS)
• Ability to thrive in a dynamic, sometimes ambiguous and always fast-moving work environment