Charles Schwab · 6 hours ago
Senior Manager, Strategy & Initiatives – Facilitation & Learning Experiences
Westlake, TX
Full-time
Hybrid
Mid, Senior Level
4+ years expCharles Schwab is a leader in investment services, dedicated to empowering its employees to make an impact. The Senior Manager, Strategy & Initiatives will develop and facilitate innovative learning solutions for new hires, focusing on enhancing their skills and capabilities to provide exceptional service to clients.
Financial Services
Responsibilities
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
Qualification
Required
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
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
Ability to thrive in a dynamic, sometimes ambiguous and always fast-moving work environment
Preferred
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 Schwab
Familiarity with learning management systems (LMS)
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (455)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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