Charles Schwab

Senior Manager, Learning & Coaching Strategy & Initiatives

Charles Schwab • $100K — $130K *
Phoenix, AZ 85032In-Person
Finance & Insurance
5 - 7 years of experience
5 days ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 7+ years of relevant experience.
  • 5+ years in strategy and communications roles.
  • Corporate strategy experience required.
  • Experience in the Financial Services industry.
  • Strong ability in storytelling and executive communication.

Responsibilities

  • Influence leaders and peers with strategic storytelling in verbal and written communications.
  • Design the comprehensive learning and coaching strategy for the Branch Network.
  • Manage large initiatives, including project planning and execution.
  • Provide project leadership with updates and stakeholder engagement.
  • Develop and execute initiatives aligning with overall vision for talent retention.

Benefits

  • Bonus or incentive opportunities in addition to base salary.
  • In-office collaboration encouraged, requiring on-site work 4 days a week.
  • Opportunities for professional growth through world-class learning and coaching experiences.
Full Job Description
Your Opportunity

*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* 

 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s):

 

Austin-TX, Lone Tree-CO, Omaha-NE, Phoenix-AZ, Westlake-TX 

 

The Opportunity

The Learning & Coaching team is responsible for empowering our Branch and sales professionals to build trusted relationships and deliver modern wealth management to our clients through world-class learning and coaching experiences. Our goal is to enable increased engagement and retention of clients, enhance confidence in the professionals we support, and improve overall sales professional performance.

 

This role will report to the Director of Wealth Management Learning & Coaching Strategy. This role plays a critical part in ensuring we provide a world-class learning journey that attracts, develops and retains top talent, empowers professionals to deepen client relationships, embraces modern wealth management and drives meaningful client outcomes.

 

What You Will Do (SkillsBased Responsibilities)
  • Executive Storytelling and Communications: Influence leaders, partners and peers through both verbal and written (PowerPoint) communications to gain alignment on key decisions, strategic roadmap and priorities, and initiative launch timelines.
  • Strategy Development and Execution: Design the end-to-end strategy and experience for learning and coaching across all roles in our Branch Network. Set a vision and roadmap to get there, in partnership with key stakeholders and team members.
  • Large Initiative Program Management: Provide strategic project leadership across key initiatives, including development of project plans and timelines, day-to-day project management, executive updates, stakeholder feedback and performance measurement.
What you have What You Are Good At
  • Storytelling and executive communication: You have excellent written and verbal communication skills and can communicate a strategy through executive-level PowerPoint materials, tailoring your message to the audience and telling a compelling story to drive to our desired outcomes.
  • Planning and executing large & complex projects: You are able to create and oversee several project workstreams to meet an organization's needs. By assessing their status, setting clear objectives, and outlining important workstreams and actions, you help make projects and tasks more organized and understandable. You also coordinate multiple projects by setting structured timelines and collaborating with various working groups and cross-functional stakeholders.
  • Structured Problem Solving and Decision Support: You break down complex or ambiguous problems into key elements, establish a clear framework, and collect crucial data to drive decisions. You assess and prioritize business impacts, form opinions, and set objectives, structure, and plans to mobilize resources
  • Bias for action and adaptability: You adjust quickly to unexpected changes in priorities and navigate and lead through ambiguity. You overcome obstacles, tackle challenges creatively, and successfully execute, at times, under tight deadlines.
  • Demonstrated experience building relationships with a diverse range of partners and working with cross-functional teams to design and deliver initiatives, including evaluating opportunities and making recommendations based on the unique needs of the business.
Qualifications
  • Bachelors degree with 7+ years relevant experience.
  • 5+ years in strategy and communications roles
  • Corporate strategy experience
  • Financial Services industry experience

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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