Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Wealth Management Learning & Coaching (WML&C) Group is responsible for empowering our sales professionals to build trusted relationships and deliver modern wealth management to our clients through world-class learning 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.

Our Team:

WM Learning is responsible for creating innovative and engaging learning solutions to prepare and enable our talent to provide exceptional service to our clients. The team is focused on designing and delivering relevant, timely, and engaging learning experiences that enhance the skills and capabilities of our people and equip them with the tools and resources they need to succeed in their role.

We are always searching for new ways to deliver industry-leading wealth management experiences to our clients and provide services that add more value for our clients. This starts with ensuring our people - new hires and existing Schwabbies, are equipped to serve clients the Schwab Way. We have several targeted learning programs inflight and have plans to design and develop new programs in 2025.

Your Opportunity:

We are seeking a dynamic and experienced Intake/Change Manager to join our team. The Intake/ Change Manager will play a critical role in the team’s success by managing the intake process for all new training needs. This role requires exceptional communication skills, attention to detail, and the ability to clearly prioritize requests as they are submitted. The Intake/Change Manager will be responsible for ensuring training submissions submitted from all parts of the sales organization are reviewed in a timely manner and categorized according to our defined framework; he/she will work with the Early Talent Development (ETD) Lead and Continuous Learning Lead to prioritize requests.

You will be responsible for:

Intake Management :

• Responding promptly to training requests submitted to our Intake mailbox

• Conducting initial needs analysis for requests identified as “a training need”

• Managing and organizing the intake paperwork and documentation

• Coordinating with the ETD and CLA lead to prioritize requests and coordinate meeting with partners to identity discuss implementation plans and timeline

• Provide support to partners throughout the intake process, addressing questions and concerns

• Maintain accurate and up-to-date records of all intake requests submitted in Allego, our LMS

• As you evolve in your role, develop recommendations for improve Intake Process as needed

• Lead communications with partners to ensure alignment across stakeholders

• Self-motivated and driven, with a relentless pursuit to follow through from start to execution

• Superior analytical skills, research driven, and attention to detail

• Thrive on initiating, building, and cultivating strong authentic relationships inside and outside the group, navigates and activates alignment across organizational silos

• Hunger to learn about our retail business, our processes, and our rep’s need

• Working independently to deliver insights in a fast-paced and ever evolving environment

Content Development:

• Provide support as needed in developing content for new learning programs; some of which include CRS University, Branch Manager University, and IC/FCP Bootcamp

• Partner with SMEs as needed to create course outlines and perform reviews as needed prior to handoff to Instructional Designers

Program Management :

• Partnering with WM Learning team members to provide support on logistics, planning, roster management and attendance tracking for programs such as CRSU and New Branch Manager training

• Setting up invites and communications to participants and their leaders as needed

• Coordinating the assignment of all eLearning content to participants using the Allego LMS platform

• Tracking engagement of ETD and CLA programs to help us better understand trends and improve the programs

• Submit and track compliance approval and SME compliance approvals for finalized content

What you have

What you have

Requirements:

• 5+ years of program management and/or change management experience. Additional experience with consulting strategy or internal strategy a bonus. Bachelor’s degree

• Previous experience in with Intake and/or Change Management

• Strong communication and interpersonal skills, with the ability to build rapport and establish trust with stakeholders

• Excellent organizational skills and attention to detail

• Ability to multitask and prioritize tasks in a fast-paced environment.

• Demonstrated success supporting delivery for concurrent projects 

• Confidence dealing with ambiguity in a dynamic and fast paced work environment

• High Proficiency with MS Office Products (PowerPoint, Excel, Word, etc.)  

Preferred Qualifications:

• Proven experience (3+ years) in Learning & Development with a broad understanding of learning strategy and program management

• BA/BS in Human Resources, Business, or a related field or experience in lieu of a degree

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 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

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.