Charles Schwab

Sr. Manager, Workplace Services Content Lead

Charles Schwab$100K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in Knowledge Management and content strategy
  • 2+ years in financial services client-facing roles
  • Proven ability to analyze data for strategic insights
  • Strong comprehension of business operations and stakeholder identification
  • Demonstrated experience in developing field-facing content strategy
  • Hands-on skills in creating and managing content at scale
  • Exceptional organizational skills and attention to detail
  • Clear written communication and strong editorial judgment
  • Field-first mindset prioritizing simplicity and usability

Responsibilities

  • Define and maintain field content strategy for Workplace Services
  • Establish content structure, format, voice, and lifecycle management standards
  • Manage ongoing updates and maintenance of field-facing content
  • Ensure accuracy and ease of navigation for field content
  • Identify and remove outdated or low-value content
  • Train partners on content templates and best practices
  • Translate project initiatives into actionable field-ready materials
  • Collaborate with cross-functional teams to support content execution
  • Monitor content usage and iterate strategy based on field feedback

Benefits

  • Bonus or incentive opportunities in addition to salary
  • Collaboration with multiple departments
  • Opportunity to influence workplace services through content strategy
  • Engagement in continuous improvement initiatives
  • Focus on field enablement and user experience
Full Job Description
What You’ll Do

 

The Sr. Manager,  Workplace Services Content Lead owns the strategy, structure, and lifecycle of field‑facing content. This role ensures the right content exists, stays current, and is delivered in a way that supports awareness and execution. In addition to managing content, this role partners closely with initiative teams to support project execution by translating work into clear, field‑ready materials.

 

Content Strategy & Governance

  • Define and maintain the overall field content strategy for Workplace Services.
  • Establish standards for content structure, format, voice, and lifecycle management.
  • Determine what content should exist, where it should live, and how it should be maintained.
  • Ensure content aligns to field priorities, business objectives, and enablement strategy. 

Content Management & Maintenance

  • Own the ongoing management, updating, and maintenance of field‑facing content.
  • Ensure content is accurate, current, and easy for the field to navigate and use.
  • Proactively identify outdated, duplicative, or low‑value content and take action to simplify.
  • Serve as a steward for “one source of truth” across field content repositories. 

Project & Initiative Support

  • Trains partners on KC templates, standards, and best practices.
  • Partner with initiative leads, product teams, and enablement partners to support execution.
  • Translate initiatives into clear, actionable, field‑ready content (guides, overviews, FAQs, job aids, etc.).
  • Support content development throughout the lifecycle of initiatives, from early planning through launch and reinforcement.
  • Ensure content is delivered in the right format and at the right time to support field readiness. 

Cross‑Functional Collaboration

  • Work closely with Communications, Field Enablement, Training, Data, CRM, and Operations teams.
  • Coordinate content inputs across multiple stakeholders while maintaining consistency and clarity.
  • Act as a central point of contact for content‑related questions and guidance. 

Continuous Improvement & Adoption

  • Monitor content usage, feedback, and effectiveness.
  • Iterate on content strategy and execution based on field needs and engagement.
  • Help leaders and partners understand how to use content effectively to support execution.
What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications 

  • 3+ years of experience in Knowledge Management and content strategy
  • 2+ years of financial services experience serving clients
  • Ability to analyze large amounts of data and transform results into strategic deliverables
  • Strong understanding of the business and the ability to identify appropriate stakeholders for projects
  • Experience developing and managing content strategy in a field‑facing, enablement, or operational environment.
  • Hands‑on experience creating, updating, organizing, and maintaining content at scale.
  • Strong organizational skills with attention to detail and follow‑through.
  • Clear written communication skills and strong editorial judgment.
  • A field‑first mindset, focused on simplicity, usability, and execution.

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

 

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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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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