Charles Schwab

Sr Manager, Wealth Management Academy

Charles Schwab • $100K — $130K *
Charlotte, NC 28269In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Demonstrated ability to coach, mentor, and develop talent through feedback and development plans.
  • Proven ability to build trusted partnerships across teams and organizational levels.
  • Ability to lead effectively through change and navigate ambiguity in a dynamic environment.
  • Demonstrates a senior learning mindset by seeking input and sharing best practices.
  • Ability to manage multiple priorities in recruiting, onboarding, and participant development.
  • Demonstrated ability to communicate and influence stakeholders clearly.

Responsibilities

  • Lead participant development from onboarding through program completion.
  • Attract and develop talent for the Wealth Management track of the Schwab Intern Academy.
  • Deliver an exceptional intern experience for participants in the program.
  • Support Career Pathways initiatives for aspiring Wealth Management talent.
  • Create meaningful development experiences to enhance employee engagement and readiness.

Benefits

  • Opportunity for career growth through learning and development.
  • Chances to shape the future of Wealth Management talent development.
  • Engagement in cross-functional leadership and partnership activities.
  • Potential for bonus or incentive opportunities.
Full Job Description
Your Opportunity

The Wealth Management Academy team is responsible for developing the next generation of Wealth Management talent. As a Senior Manager, Wealth Management Academy, you'll lead participant development from onboarding through program completion, helping individuals build the skills, confidence, and readiness needed to transition into Wealth Management client-facing roles. You'll also help attract and develop talent for the Wealth Management track of the Schwab Intern Academy, delivering an exceptional intern experience. Additionally, you'll support Career Pathways initiatives that connect aspiring Wealth Management talent with networking, development, and internal mobility opportunities across the firm.

 

This role is ideal for someone who is passionate about coaching talent, building strong partnerships, and creating meaningful development experiences. Your work directly supports talent readiness, employee engagement, and the long-term growth of Schwab's Wealth Management organization.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location: Charlotte, NC

 

 

What you have

Required Qualifications  

  • Developing Others: Demonstrated ability to coach, mentor, and develop talent by providing meaningful feedback, building development plans, and helping individuals achieve readiness for future roles and career growth.
  • Building Collaborative Relationships: Proven ability to build trusted partnerships across teams and organizational levels, leveraging collaboration and influence to achieve shared goals and deliver successful talent initiatives
  • Adaptability: Ability to lead effectively through change, adjust leadership style to meet the needs of different audiences, and navigate ambiguity within a dynamic, growth-oriented environment.
  • Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience. 
  • Organizational Effectiveness: Ability to manage multiple priorities simultaneously while coordinating recruiting, onboarding, licensing, training, coaching, and participant development activities.
  • Communication: Demonstrated ability to facilitate learning, influence stakeholders, and communicate complex information clearly across individual, team, and leadership audiences.

Additional Requirements 

  • Bachelor's degree required.
  • Active FINRA Series 7 and Series 66 licenses required.
  • Series 9/10 license preferred or must be attained as a condition of employment.
  • CFP® designation highly preferred.
  • Excellent working knowledge of Wealth Management products, services, financial planning, and investment guidance. 

What You'll Continue to Build

At Schwab, we believe career growth is championed and enabled through learning, development, and meaningful work. In this role, you'll continue building expertise in talent development, leadership coaching, participant readiness assessment, curriculum delivery, career pathway strategy, and cross-functional leadership. You'll partner with leaders across the firm while helping shape the future of Wealth Management talent development.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 

 

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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