Hybrid Wealth Management Talent Development Lead

The Charles Schwab Corporation; Lone Tree (CO); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation in Lone Tree, CO is seeking a Senior Manager, Wealth Management Academy to lead participant development from onboarding through program completion and to help attract and develop talent for Schwab's Wealth Management tracks. This role also supports Career Pathways initiatives across the firm and fosters coaching and partnerships to raise readiness for client-facing roles.

Ideal candidates are passionate about talent development, coaching, and collaboration, with a

Qualifications

• 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.

Responsibilities

• Lead participant development from onboarding through program completion.
• Help attract and develop talent for the Wealth Management track of Schwab Intern Academy.
• Support Career Pathways initiatives connecting talent with networking and internal mobility.
• Coach talent, build partnerships, and create meaningful development experiences.
• Support talent readiness, employee engagement, and long-term growth of Wealth Management.

Skills

Developing Others

Building Collaborative Relationships

Adaptability

Coachability

Organizational Effectiveness

Communication

Education

Bachelor's Degree

FINRA Series 7

FINRA Series 66

Series 9/10 license

Job description

The Charles Schwab Corporation in Lone Tree, CO is seeking a Senior Manager, Wealth Management Academy to lead participant development from onboarding through program completion and to help attract and develop talent for Schwab's Wealth Management tracks. This role also supports Career Pathways initiatives across the firm and fosters coaching and partnerships to raise readiness for client-facing roles.

Ideal candidates are passionate about talent development, coaching, and collaboration, with a