Senior Manager, Wealth Management Academy

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

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

The Wealth Management Academy team is responsible for developing the next generation of Wealth Management talent. As a Senior Manager, Wealth Management Academy, you'll lead participant development from onboarding through program completion, helping individuals build the skills, confidence, and readiness needed to transition into Wealth Management client-facing roles. You'll also help attract and develop talent for the Wealth Management track of the Schwab Intern Academy, delivering an exceptional intern experience. Additionally, you'll support Career Pathways initiatives that connect aspiring Wealth Management talent with networking, development, and internal mobility opportunities across the firm.

This role is ideal for someone who is passionate about coaching talent, building strong partnerships, and creating meaningful development experiences. Your work directly supports talent readiness, employee engagement, and the long-term growth of Schwab's Wealth Management organization.

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: Lone Tree

What you have

Required Qualifications

• Developing Others: Demonstrated ability to coach, mentor, and develop talent by providing meaningful feedback, building development plans, and helping individuals achieve readiness for future roles and career growth.
• Building Collaborative Relationships: Proven ability to build trusted partnerships across teams and organizational levels, leveraging collaboration and influence to achieve shared goals and deliver successful talent initiatives
• Adaptability: Ability to lead effectively through change, adjust leadership style to meet the needs of different audiences, and navigate ambiguity within a dynamic, growth-oriented environment.
• Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
• Organizational Effectiveness: Ability to manage multiple priorities simultaneously while coordinating recruiting, onboarding, licensing, training, coaching, and participant development activities.
• Communication: Demonstrated ability to facilitate learning, influence stakeholders, and communicate complex information clearly across individual, team, and leadership audiences.

Additional Requirements

• 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.

What You'll Continue to Build

At Schwab, we believe career growth is championed and enabled through learning, development, and meaningful work. In this role, you'll continue building expertise in talent development, leadership coaching, participant readiness assessment, curriculum delivery, career pathway strategy, and cross-functional leadership. You'll partner with leaders across the firm while helping shape the future of Wealth Management talent development.

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