Training Manager, Instructional Design

Charles Schwab; Westlake (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+?

Parental leave and family building

Tuition reimbursement

Health, dental, and vision

Job summary

Charles Schwab & Co., Inc. is seeking a Learning Designer to create blended training experiences that strengthen employee skills and confidence.

You will analyze business needs, develop measurable learning solutions, and partner with stakeholders across the firm to improve performance and support the organization's mission. The role emphasizes design across modalities, with emphasis on clear training content, visuals, and adherence to accessibility standards.

Qualifications

• Formal education in instructional design, adult learning, learning theory, or a related field.
• Minimum 2 years of experience creating self-paced, blended, and classroom-based learning solutions.

Responsibilities

• Apply ADDIE and adult learning principles to build engaging learning experiences that meet business needs.
• Analyze learning needs, delivery methods, scope, and success measures to define effective training solutions.
• Create training plans that define audience, purpose, timing, format, approach, and alignment to business goals.
• Design programs using outlines, storyboards, prototypes, and other instructional design tools.
• Develop learning materials across multiple modalities, including eLearning, video, classroom, and other formats.
• Write clear training content that simplifies complex information and follows organizational standards.
• Create visuals that strengthen learning and support transfer through sound design principles.
• Define requirements, scope, timelines, and priorities to manage work effectively.
• Manage project timelines, feedback cycles, milestones, and implementation deadlines.
• Follow WCAG requirements and established policies.

Skills

Learning strategy

Project coordination

Stakeholder collaboration

Instructional design

Education

Instructional design degree

Tools

Adobe Creative Suite

DCMS

Job description

Your opportunity

DAFgiving360™ is an independent 501(c)(3) nonprofit dedicated to increasing charitable giving in the United States. Since 1999, donors have recommended over $55 billion in grants to more than 300,000 charities. Through donor-advised funds and philanthropic tools, we help individuals and families integrate charitable planning into their financial lives and make a meaningful difference.

DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.

Our opportunity:

As a member of the DAFgiving360 Design and Delivery Training team, you will create blended learning experiences that strengthen employee skills, knowledge, and confidence. The Training team supports Organizational Development’s mission to improve organizational effectiveness by designing practical, high-quality programs that help employees serve clients effectively. In this role, you will analyze business needs, develop measurable learning solutions, and partner with stakeholders across the firm to improve performance and support DAFgiving360’s mission to increase charitable giving.

What you’ll do

• Learning strategy and analysis
  • Apply ADDIE and adult learning principles to build engaging learning experiences that meet business needs and
  • Analyze learning needs, delivery methods, scope, and success measures to define effective training solutions.
  • Create training plans that define audience, purpose, timing, format, approach, and alignment to business goals.
• Design and development
  • Design programs using outlines, storyboards, prototypes, and other instructional design tools.
  • Develop learning materials across multiple modalities, including eLearning, video, classroom, and other formats.
  • Write clear training content that simplifies complex information and follows organizational standards.
  • Create visuals that strengthen learning and support transfer through sound design principles.
• Project coordination and quality
  • Define requirements, scope, timelines, and priorities to manage work effectively.
  • Manage project timelines, feedback cycles, milestones, and implementation deadlines.
  • Follow team quality standards, Web Content Accessibility Guidelines (WCAG) requirements, and established policies and
• Collaboration and communication
  • Build collaborative, client-focused relationships with partners, colleagues, and stakeholders.
  • Lead productive meetings and working sessions with clear goals, effective communication, and active
  • Identify needs, risks, scope changes, and impacts; provide thoughtful recommendations when challenges arise.
  • Contribute to departmental strategy efforts that strengthen the learning organization.

What you have

• Education and learning design experience
  • Formal education in instructional design, adult learning, learning theory, or a related field.
  • Minimum 2 years of experience creating self-paced, blended, and classroom-based learning solutions.
• Planning, execution, and quality experience
  • Strong time and project management skills, with the ability to balance multiple priorities and deadlines.
  • Ability to manage complex, medium-sized projects and concurrent initiatives with confidence and follow-through.
  • Unwavering attention to detail, organization, and quality.
• Collaboration and adaptability
  • Ability to collaborate effectively with diverse stakeholders and project teams.
  • Demonstrated ability to solve problems, adapt to change, influence others, and execute with a customer-focused mindset.
  • Strong self-leadership, accountability, and initiative.
• Technology, writing, and media development
  • Ability to quickly learn and use evolving technologies, including DCMS and Adobe Creative Suite.
  • Strong writing and editing skills, with the ability to develop clear, easy-to-understand training content.
  • Experience creating visual, graphic, video, and audio learning assets.

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