Charles Schwab Learning Manager, Branch Network in Phoenix, Arizona


Phoenix - AZ, PHX4701A, 4701 E Francisco Dr, 85044-5365

Martha Andrea Smith


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Schwab Business Learning is seeking a Learning Manager to support the Branch Network. The role is responsible for implementing and facilitating learning solutions that are strategically aligned with organizational goals and objectives. The Learning Manager actively supports the transfer of learning throughout the organization. In addition, the Learning Manager assists the Instructional Design Team with development and design of organizational learning solutions.

What you’ll do:

  • You’ll be an individual contributor who primarily supports training, learning and development within Schwab Private Client (SPC) and the Branch Network with occasional support of other business units.

  • Coordinate, facilitate and deliver learning activities that support SPC’s and the Branch Network’s business priorities and goals including classroom and virtual facilitation, coaching, mentoring, and knowledge sharing within and across business units.

  • Assist with or lead projects and related activities that support learning in SPC and the Branch network, to include new products and services, marketing initiatives, technical advancements, organizational/enterprise needs, and vendor solutions.

  • Deliver high impact, interactive and engaging learning solutions that include field-led formal and informal training sessions via classroom and/or virtual delivery channels on both a regional and National level.

  • Quickly develop subject matter expertise on SPC and Branch New Hire Programs and work closely with Managers to support their efforts to onboard new employees.

  • Work with in-house instructional designers to consult on customized training programs.

  • Support the continued development of a learning and coaching focused culture through direct, open and thought provoking discussions with SPC & Branch leadership and Schwab Business Learning team members.

  • Assist with the design, implementation and delivery of business specific learning solutions that adhere to policy and national standards of excellence.

What you have:

  • Series 7 & 63 required.

  • Minimum 2 years of sales and/or relationship management experience at an investment services related firm preferred.

  • Minimum 2 years wealth management or financial planning experience preferred.

  • Experience in, and a passion for, coaching, training, learning, or employee talent and skill development.

  • Proven ability to work with limited supervision and to manage multiple aspects of small scale projects.

  • Ability to consult with business leaders using a question based methodology.

  • Client focused with an ability to build and sustain relationships, establish trust, and influence others.

  • Demonstrated presentation and/or facilitation skills, which includes presenting to large, multi-level audiences.

  • A willingness to work in a high-change environment.

  • Strong oral and written communication skills.

  • Experience interacting with senior leadership.

  • Series 9 & 10 preferred.

  • BA/BS Degree preferred.

  • Up to 50% travel required based on business need.

You'll demonstrate these behaviors:

Fostering Teamwork – Team Members : As a team member, the ability and desire to work cooperatively with others on a team; as a team leader, interest, skill, and success in getting groups to learn to work together cooperatively.

Developing Others : Willingness to delegate responsibility and to work with others and coach them to develop their capabilities.

Customer Orientation : Demonstrated concern for satisfying one’s external and/or internal customers.

Building Collaborative Relationships : The ability to develop, maintain, and strengthen partnerships with others inside or outside of the organization who can provide information, assistance and support.

Diagnostic Information Gathering : Identifying the information needed to clarify a situation, seeking that information from appropriate sources, and using skillful questioning to draw out the information when others are reluctant to disclose it.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 63, FINRA Series 7

Relevant Work Experience: Investment Management - 2-5 yrs, Financial Services-2-5 yrs

Position Located In: AZ - Phoenix, FL - Orlando, CO - Lone Tree, IN - Indianapolis, TX - Westlake

Education: HS/GED

Job Type: Full Time

Category:Human Resources/Training/Recruiting

Activation Date: Monday, July 10, 2017

Expiration Date: Tuesday, July 25, 2017

Apply Here