Senior Manager, Learning & Development Program Manager - Wealth & Advice Solutions

$123,400 - $164,500/Yr

Charles Schwab - Westlake, TX

Full-time - Mid Level

Westlake, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Program Manager within Schwab's Wealth & Advice Solutions (WAS) organization, you will be responsible for identifying and designing training programs that enhance employee performance and align with business objectives. This role focuses on creating a culture of continuous learning and development, ensuring that employees have the skills and knowledge necessary for their professional growth and success in the finance industry.

Responsibilities

• Develop innovative training experiences that help learners build, retain, and apply new skills to support our clients.
• Lead new training program design from strategy to execution and implementation.
• Work across stakeholder groups to develop business requirements, learning objectives, and curriculum outlines.
• Partner with instructional designers on storyboards, design, and final delivery of training assets.
• Monitor results, identify skill gaps, and development opportunities to improve training effectiveness.
• Support the ongoing planning and execution of learning programs through detailed project event plans and virtual meeting management.

Requirements

• 5+ years relevant experience in training/learning and development.
• 3+ years in the financial services industry.
• Working experience with Schwab programs and processes.
• Track record of end-to-end program management delivery and results.
• Understanding of wealth management business and how we support clients.
• Strong project management skills, including leading projects with multiple stakeholders.
• Solutions-oriented individual who is successful navigating ambiguous situations and overcoming challenges.
• Collaboration and relationship-building skills, including ability to influence, establish trust, and build positive relationships.
• Exceptional written and verbal communication skills, across all levels of an organization.
• Bachelor's degree required.

Nice-to-haves

• Experience facilitating live training sessions preferred.

Benefits

• 401(k) with company match
• Employee stock purchase plan
• Paid time for vacation
• Paid time for volunteering
• 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave
• Family building benefits
• Tuition reimbursement
• Health insurance
• Dental insurance
• Vision insurance