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Your opportunity

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. Is the leading provider of custody, trading, technology, and operational support to registered independent advisory firms (RIAs). In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their businesses. Advisor Services works with more than 7,000 independent investment advisory firms with ~$1.5 trillion under management.

The Advisor Wealth Services (AWS) Organization is committed to empowering employees through structured career development and growth opportunities. We are seeking a **Senior** **Program Manager** to lead the AWS Career Development Program, ensuring alignment with our vision to create a clear, sustainable career path for our employees.

What You’ll Do

+ **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.

What you have

+ 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.

Additional preferred capabilities:

+ 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.

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

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.