Manager, Learning Program Management (IC)

Charles Schwab; Austin (TX); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation & sabbatical

Parental leave

Tuition reimbursement

Health/Dental/Vision insurance

Job summary

Charles Schwab is seeking a Manager, Learning Program Management to oversee programs behind our Sales Learning & Coaching initiatives. You will manage onboarding, cohorts, sessions, and supporting materials, ensuring processes run smoothly and predictably.

You’ll partner with facilitators and field leaders, maintain accurate records, and drive improvements through analytics and feedback. This role emphasizes collaboration, attention to detail, and stakeholder management within a matrixed org.

Qualifications

• Bachelor’s degree or equivalent experience.
• Experience coordinating or managing programs, learning initiatives, events, or similar business initiatives.
• Strong organizational and project management skills, including handling multiple priorities.
• Ability to develop clear program materials using PowerPoint, Excel, and SharePoint.
• Excellent written and verbal communication skills.
• Strong attention to detail and follow-through.

Responsibilities

• Plan and execute program activities end to end, maintaining schedules and trackers.
• Review and update program materials, keeping resources current and navigable.
• Support onboarding, learning cohorts, and sessions by coordinating with facilitators.
• Draft and coordinate communications reaching participants and the field.
• Maintain participant records and program platforms, ensuring data accuracy.
• Track participation and feedback, and summarize insights for action.

Skills

Program management

Attention to detail

Communication

Process improvement

Stakeholder management

Analytics & reporting

Education

Bachelor’s degree

Tools

PowerPoint

Excel

SharePoint

Job description

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location: Westlake, TX

The Sales Learning & Coaching team is accountable for developing and coaching Schwab’s sales professionals. We build the learning programs, onboarding events, and resources across Schwab’s various sales channels. We build shared content once at scale, then tailor the rest to each channel’s roles and relationships.

As Manager, Learning Program Management, you will help run the programs behind that work. This is a hands‑on role for someone who takes satisfaction in making complicated things run smoothly and would rather prevent a problem than address one.

What You’ll Do

• Program Support: Plan and execute program activities end to end, keeping schedules, trackers, and documentation current and anticipating what a program needs before it becomes urgent.
• Content and Resources: Review the materials a program runs on, reusing what exists where it fits. Keep published resources current and easy to navigate.
• Events and Cohorts: Support the behind‑the‑scenes work that makes onboarding, learning cohorts, and learning sessions run, partnering with the facilitators and speakers who lead them.
• Communications: Draft and coordinate the communications that reach participants and the field, so people get timely and accurate information.
• Program Administration: Maintain participant records, program platforms, and resource sites, keeping data accurate across the systems programs depend on.
• Measurement and Feedback: Track participation and engagement, administer surveys, and turn what you collect into a clear picture that can be acted on.

What Success Looks Like

• Programs land well. Milestones, sessions, and events come together cleanly, and time spent on a program goes toward improving it rather than chasing logistics.
• The work scales. What used to slow programs down is handled reliably, so the team supports more without proportionally more effort.
• Every audience gets a consistent experience. Materials, communications, and resources are clear, current, and dependable, whichever program they come from and whichever channel they serve.
• Resources are trusted and used. Program sites, playbooks, and content become go‑to assets, with strong usage and positive feedback on their usefulness.
• Your scope grows. You take on more over time, whether that means broader responsibility, stretch assignments, or new work as the portfolio evolves.

The Skills You Bring

• Project Management: Plans and coordinates several program timelines at once, from onboarding and cohorts to learning sessions and events. Sequences competing deadlines, keeps logistics on track, and advances work independently so milestones and sessions come together cleanly.
• Attention to Detail: Catches errors in dates, rosters, links, and materials before they reach participants or the field. Keeps records and published resources accurate and follows every open item through to completion, so each audience gets a dependable experience.
• Communication: Writes clear, concise communications for participants, facilitators, speakers, and field leaders, adapting one message for different audiences and sales channels. Keeps partners informed as plans change, so no one is surprised.
• Process Improvement: Spots recurring friction in how programs run, such as manual steps, duplicate trackers, or outdated materials, and replaces it with repeatable tools like templates, checklists, process maps, and playbooks, so each cohort takes less effort than the last.
• Stakeholder Management: Moves work forward with facilitators, speakers, partner teams, and field leaders who do not report to them by clarifying requests, setting expectations, and working through competing priorities, escalating only when needed.
• Analytics & Reporting: Tracks participation, engagement, and survey feedback across programs, checks the data for accuracy, and turns it into a short, clear summary of what to keep, fix, or stop.

Schwab encourages a culture of continuous learning, collaboration, curiosity, accountability, and growth. Employees are empowered to learn, explore, build new skills, share knowledge, seek feedback, and pursue meaningful career development opportunities while contributing to the success of their teams and the firm.

Required Qualifications

• Bachelor’s degree, or equivalent experience
• Experience coordinating or managing programs, learning initiatives, events, or similar business initiatives
• Strong organizational and project management skills, including the ability to manage multiple priorities and advance work independently
• Ability to develop clear, professional program materials using common enterprise tools such as PowerPoint, Excel, and SharePoint
• Excellent written and verbal communication skills
• Strong attention to detail and follow-through

Preferred Qualifications

• 2+years experience in program or product management
• Active and valid FINRA Series 7
• Experience developing comprehensive learning strategies, training materials, and/or communications for client-facing professionals
• Significant experience influencing senior stakeholders
• Experience creating structured process maps, lifecycle journeys, or playbooks
• Demonstrated ability to lead large, cross‑functional meetings
• Strong analytical skills, creativity in problem solving, and attention to detail
• Strong project management skills, including attention to detail and the ability to proactively advance work (independently and with teams) to meet tight deadlines
• Ability to navigate and be successful in a highly matrixed organization

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

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