Charles Schwab · 18 hours ago
Senior Program Manager – Advisor Wealth Services Career Development Program
Westlake, TX
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a leading provider of custody, trading, technology, and operational support to registered independent advisory firms. They are seeking a Senior Program Manager to lead the Advisor Wealth Services Career Development Program, focusing on creating a sustainable career path for employees and managing development initiatives.
Financial Services
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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