Manager, Strategy & Initiatives – Facilitation & Learning Experiences

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.

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.

Our Team:

Wealth Management Learning & Development is responsible for creating innovative and engaging learning solutions that onboard, develop, and advance our sales and sales support professionals across all career stages. 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 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.

In this role, you will focus on developing and facilitating learning solutions for our new hire programs including Client Relationship Specialist University (CRSU), Financial Consultant Academy (FCA), and other learning programs. Our goal is to improve learning experiences, increase learner engagement, and create a world-class learning experience for our new hires.
You will be responsible for:

•Facilitating CRSU, FCA and other early talent program live sessions throughout the year
•Supporting other learning 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 live training experience
•Coordinating with business partners, program owners, content developers, and Instructional Designers to create engaging and impactful learning solutions; ensuring diverse modalities are leveraged

What you are good at:

•Delivering impactful live training and coaching sessions that provide practical application opportunities to new hires
•Creating a learning environment where learners feel safe and comfortable to ask questions, share knowledge, and learn from one another
•Use dynamic facilitation tools (polling, breakout groups, collaborative tools) to keep virtual learners engaged and connected
•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

Requirements:

•BA/BS required in Human Resources, Education, Business, or a related field or experience in lieu of a degree
•Active FINRA series 7 & 63 licenses
•(Must have 2+ years) in Learning & Development or equivalent experience with understanding of facilitation skills and techniques
•Track record of developing and implementing successful projects or programs with cross-functional departments
•Understanding of Schwab’s retail business including service and branch organizations
•Excellent communication (both written and verbal) and interpersonal skills
•Proven ability as a self-starter, and demonstrated ability to think strategically and execute methodically
•Ability to thrive in a dynamic, sometimes ambiguous and always fast-moving work environment