Director, Workplace Education & Support
Your Opportunity
Your opportunity
Your Opportunity:
Schwab’s Workplace Branch organization is at the heart of our firm’s commitment tohelping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll lead a pillar of the Workplace Branch dedicated to supporting plan participants of Schwab’s Workplace offerings.
This position is responsible for leading the Workplace Education & Support organization and will report to the Managing Director. Workplace Education & Support is comprised of Workplace Education (education delivery to internal and external plan participants) and Workplace Support (comprised of centralized Client Relationship Specialists and Employee Services). This position will also be expected to provide actionable feedback to leadership on trends and opportunities to help shape the future of Schwab’s Workplace Branch model.
If you are a self-starter, are comfortable leading in a fast-paced and changing environment and share our passion for serving clients & participants - this role is for you.
The ideal candidate will possess the following skills:
- A client-centric focus that keeps participants and Education/Client Support professionals in the forefront of decisions and connects plans and actions to our purpose.
- Demonstrated experience building relationships, leading through change, and working with cross-functional teams
- Ability to shape service strategies supporting both Workplace participants and internal Schwab employees.
- Strong presentation skills, including building and presenting a compelling vision focused on the ability to influence both senior executives and sales leaders.
- Ability to gain respect and support of senior leadership, partners and peers and lead a team of individuals in delivering against our strategy.
What you have
Preferred:
- Master’s degree in business, Learning & Development, or related field and/or professional certification
- A solid understanding of corporate sponsor and consultant relationships.
- Proven experience managing through change
- Ability to learn quickly and thrive in a complex, dynamic environment.
- Outstanding "soft" skills - including ability to work well with a diverse range of partners and proactive, can-do attitude.
- Flexibility to travel
Required:
- A valid and active Series 7, 66 (63/65), and 9/10 license is required
- Bachelor’s degree
- 10+ years relevant financial services experience
- 8+ years in a direct people leading management role
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 you are good at
What you have
Preferred:
- Master’s degree in business, Learning & Development, or related field and/or professional certification
- A solid understanding of corporate sponsor and consultant relationships.
- Proven experience managing through change
- Ability to learn quickly and thrive in a complex, dynamic environment.
- Outstanding "soft" skills - including ability to work well with a diverse range of partners and proactive, can-do attitude.
- Flexibility to travel
Required:
- A valid and active Series 7, 66 (63/65), and 9/10 license is required
- Bachelor’s degree
- 10+ years relevant financial services experience
- 8+ years in a direct people leading management role
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.