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.

The Enterprise & Operational Risk Management (EORM) department’s mission is to enable Schwab’s businesses to help our client’s Own Their Tomorrow through excellence in risk management. Our strategic vision is to implement and maintain an EORM model that sets the highest standards, challenges the status quo, and keeps business partner and client needs at the center of our work, while remaining responsive to the regulatory landscape and broader industry trends, thereby ensuring Schwab maintains its competitive advantage.

We are looking for an exceptional learning professional to join the Risk and Regulatory Training Team. This role provides the opportunity to manage a portfolio of risk-related learning projects from kick off to post-implementation. Responsibilities include scoping training requirements, project management, -and leading training projects from analysis through post implementation. You will do this by partnering with key stakeholders to implement appropriate learning solutions that grow risk management knowledge and skills for all employees and support regulatory and risk management requirements.

The ideal candidate will have demonstrated success working with cross-functionally with partners to drive and manage the design and implementation of foundational and role based trainings, knowledge of risk management and /or experience delivering risk management trainings is a preferred.

What You’ll Do

The Big Picture

Work collaboratively to deliver a portfolio of risk management trainings for personnel that prepare employees to mitigate risk at the firm and ensure we remain the most trusted leader in investment services through best in class risk management. Leverage learning delivery platforms to enhance training offerings and continuously improve training content based on learner and leader feedback.Demonstrates effective judgment in determining the methods, techniques and approaches for obtaining results.Act as a change agent to manage change across the businessDeliver superior interpersonal, verbal, and written communication and effectively communicate with leadership and cross-functional team membersAnticipate and resolve problems under your own initiatives and projects while also working in a collaborative team environmentEmbrace, pivot and shift focus based on changing priorities and/or the business environment and champion innovative ideas.

Learning Solution Analysis & Strategy

Lead and collaborate on the analysis and design of learning strategies and solutionsDraft and monitor Program Plans that address short and long-term needs, and achieve desired objectives

Learning Design & Development

Lead working sessions with knowledge partners to identify and organize learning content that aligns with the strategyDesign learning content and collaborating with business teams to gain agreementCollaborate with the Instructional Design team on the final development of training content using available learning technologiesDrive review and approval processes on final training products

Project Management

Lead training projects associated with the team’s deliverablesDrive to successful execution of project tasks and deliverablesDevelop and execute on project plans, using various software and applicationsCoordinate and facilitate meetings, preparing agendas and tracking action items

Reporting Analytics, Training Strategy & Business Planning

Support internal workflows and processesBuild roadmaps to aid in capacity planning, prioritization and strategy decision makingProvide status reportsUse data to identify areas of opportunity and implement solutions for reducing cycle-time and drive efficiency across processesCoordinate evidence and documentation in order support and respond to audit and examination requests

Skills Needed:

Relationship Management

Builds strategic partnerships to stay informed of upcoming business initiatives and proactively identify learning needsEngages in active partnership with Federated Training team members to challenge thinking, create innovative solutions, and demonstrate courage in decision makingProvides direction and support to key business partners to build and maintain relationshipsCommunicates effectively across all key stakeholders to ensure alignment amongst all projects

Project Management

Manage multiple, high-complexity projects independentlyLead all aspects, from end-to-end, for developing, implementing, deliver training projects, and own ongoing post-implementation requirementsLiaise between key stakeholders for training program related matters and drive successful outcomes

Problem-Solving Skills

Ability to apply critical thinking skills to navigate complex situations, influence others, and execute in a client-centric approachSharp critical thinking and business analysis skills (creative, strategic, and practical), ability to prioritize the most vital areas and strong business judgementCollaboration and InfluenceBuilds strong partnerships and influences positive change across the company, fostering a culture of continuous learning and improvementBehavioral TransformationEnhances employee risk management and compliance behaviors, ensuring they are aligned with Schwab’s client-focused missionWhat you have

Required Qualifications:

8+ years of learning & development or technical training experience2+ years of project managementExcellent understanding of adult learning principlesExcellent visualization and presentation skills with the ability to inform and persuade both verbally and writtenYou embrace and face change head-on and champion a growth mindsetExpert proficiency in all Microsoft Office applications, particularly Excel, Word, PowerPoint and Visio; working knowledge of SharePoint and learning management platformsSelf-motivated, able to bring projects to conclusion within established timeframesBA/BS degree

Preferred Qualifications:

Experience with risk management trainingChange management experience and/or certificationLearning consultant experienceBackground in financial servicesBackground in corporate risk managementExperience engaging or supporting high-level leadersProject management certification
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job