*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
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 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 yearConsulting on the design and implementation of content and program strategy for the core WML&D programsDeveloping and facilitating case studies, role plays, and simulation exercises for WMU, BMU, CRSU, FCA and other ETD program to help new hires apply their knowledgeSupporting other Early Talent Development programs through facilitation of coaching and training sessions; and building course outlines for new content as neededProviding input to improve the operational efficiency of the WMU programCoordinating with SMEs, business partners, and Instructional Designers to create engaging and impactful learning solutions; ensuring diverse modalities are leveragedLeading efforts to create participant, coach, and facilitator guides and case studies for live WMU sessions and virtual Instructor Led deliveriesConducting 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 hiresBuilding strong, effective, and collaborative relationships with our internal team and cross-functionally with other L&D partnersDrafting content outlines and working with instructional design teamsEngaging others in open dialogue and influencing approach to gain support from various stakeholders who may have different prioritiesYou are enthusiastic about Learning & Development, self-motivated, results oriented and able to drive organizational change What you havePreferred Qualifications:
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 SchwabFamiliarity with learning management systems (LMS)
Required Qualifications:
Proven experience (4+ years) in Learning & Development with a broad understanding of learning strategy and program managementBackground in coaching to sales process, wealth management, and financial planning topicsStrong understanding of adult learning principles and course designTrack record of developing and implementing successful projects or programs with cross-functional departmentsExcellent communication (both written and verbal) and interpersonal skillsStrong project management skills, including ability to prioritize and manage multiple initiatives simultaneouslyProven ability as a self-starter, and demonstrated ability to think strategically and execute methodicallyAbility to thrive in a dynamic, sometimes ambiguous and always fast-moving work environment Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeedWhy work for us?
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package to our full-time employees 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 Application FAQsSoftware Powered by iCIMS
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