Charles Schwab
Senior Program Manager – Advisor Wealth Services Career Development Program
Charles Schwab, Westlake, Texas, United States
Your opportunity
Schwab Advisor Services, a division of Charles Schwab & Co., Inc. Is the leading provider of custody, trading, technology, and operational support to registered independent advisory firms (RIAs).In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their businesses.Advisor Services works with more than 7,000 independent investment advisory firms with ~$1.5 trillion under management.
The Advisor Wealth Services (AWS) Organization is committed to empowering employees through structured career development and growth opportunities. We are seeking a
Senior
Program Manager
to lead the AWS Career Development Program, ensuring alignment with our vision to create a clear, sustainable career path for our employees.
What You’ll Do
Own Program Infrastructure:
Oversee the design, maintenance, and evolution of the AWS career path ecosystem, ensuring scalability and alignment with organizational goals.
Manage Development Programs:
Lead program management for select employee development initiatives, driving execution and continuous improvement.
Collaborate Across Functions:
Partner closely with Staff Planning, Learning & Development, Training, Licensing Programs, and AWS leadership to maintain focus on career path objectives and deliver a seamless employee experience.
Problem Solve & Optimize:
Identify and resolve roadblocks through collaboration, analysis, and innovative solutions to maintain smooth employee throughput.
Reporting & Insights:
Build and maintain dashboards and reports that track employee development journeys, providing actionable insights and progress updates.
Leadership Communication:
Deliver regular updates and strategic recommendations to senior leadership, ensuring transparency and alignment on program performance and priorities.
What you have
Proven (5+ Years) experience in
program management , preferably in employee development or career path initiatives.
Strong ability to
collaborate across multiple teams and stakeholders
in a matrixed environment.
Analytical mindset with experience in
data reporting, dashboard creation, and performance tracking .
Excellent
problem-solving skills
and ability to navigate ambiguity with confidence.
Exceptional
communication and presentation skills
for senior leadership engagement.
Additional preferred capabilities:
Experience designing
career architecture/competency frameworks
and job families for service/advisor roles.
Familiarity with
licensing pathways
(e.g., Series 7, 63/66) and advisor readiness programs; ability to align development journeys with credential requirements.
Advanced proficiency in
analytics and visualization tools
(e.g., Power BI, Tableau, advanced Excel) and
data storytelling
for executive audiences.
Demonstrated
change management
capability (e.g., Prosci/ADKAR) to drive adoption of new processes and programs.
Process improvement
mindset (Lean/Six Sigma), including throughput analysis, experiment design, and continuous improvement.
Hands‑on experience with
HR/Learning systems
(e.g., Workday, Cornerstone/Allego, SharePoint) and governance/compliance in a
regulated financial services
environment.
2+ years of previous leadership experience , demonstrating ability to lead teams or initiatives effectively.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
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The Advisor Wealth Services (AWS) Organization is committed to empowering employees through structured career development and growth opportunities. We are seeking a
Senior
Program Manager
to lead the AWS Career Development Program, ensuring alignment with our vision to create a clear, sustainable career path for our employees.
What You’ll Do
Own Program Infrastructure:
Oversee the design, maintenance, and evolution of the AWS career path ecosystem, ensuring scalability and alignment with organizational goals.
Manage Development Programs:
Lead program management for select employee development initiatives, driving execution and continuous improvement.
Collaborate Across Functions:
Partner closely with Staff Planning, Learning & Development, Training, Licensing Programs, and AWS leadership to maintain focus on career path objectives and deliver a seamless employee experience.
Problem Solve & Optimize:
Identify and resolve roadblocks through collaboration, analysis, and innovative solutions to maintain smooth employee throughput.
Reporting & Insights:
Build and maintain dashboards and reports that track employee development journeys, providing actionable insights and progress updates.
Leadership Communication:
Deliver regular updates and strategic recommendations to senior leadership, ensuring transparency and alignment on program performance and priorities.
What you have
Proven (5+ Years) experience in
program management , preferably in employee development or career path initiatives.
Strong ability to
collaborate across multiple teams and stakeholders
in a matrixed environment.
Analytical mindset with experience in
data reporting, dashboard creation, and performance tracking .
Excellent
problem-solving skills
and ability to navigate ambiguity with confidence.
Exceptional
communication and presentation skills
for senior leadership engagement.
Additional preferred capabilities:
Experience designing
career architecture/competency frameworks
and job families for service/advisor roles.
Familiarity with
licensing pathways
(e.g., Series 7, 63/66) and advisor readiness programs; ability to align development journeys with credential requirements.
Advanced proficiency in
analytics and visualization tools
(e.g., Power BI, Tableau, advanced Excel) and
data storytelling
for executive audiences.
Demonstrated
change management
capability (e.g., Prosci/ADKAR) to drive adoption of new processes and programs.
Process improvement
mindset (Lean/Six Sigma), including throughput analysis, experiment design, and continuous improvement.
Hands‑on experience with
HR/Learning systems
(e.g., Workday, Cornerstone/Allego, SharePoint) and governance/compliance in a
regulated financial services
environment.
2+ years of previous leadership experience , demonstrating ability to lead teams or initiatives effectively.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
#J-18808-Ljbffr