Senior Manager - Facilitation & Learning Experiences
Pay range: USD $110,000.00 - $160,000.00 / Year
Your opportunity
In addition to a base salary, this role is also eligible for bonus or incentive opportunities
This person will need to reside within the location(s) listed
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 Wealth Management University (WMU), Financial Consultant Academy (FCA), Client Relationship Specialist University (CRSU) 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 WMU, FCA, CRSU 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
Classification: Schwab Internal
• 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
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
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• Background in coaching to sales process, wealth management, and financial planning topics
• Active FINRA series 7 & 66 licenses
• 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
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Sabbatical
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
- Employee Resource Groups (ERG)
- Diversity, Equity, and Inclusion Program