Operations Learning Transformation Manager
Your Opportunity
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in one of the specified locations.
The Operations Strategy & Transformation team resides in the Operational Services Group at Charles Schwab and is responsible for executing a wide range of strategic activities that drive transformation. The Organizational Readiness team within Operations Strategy & Transformation drives people transformation through meaningful career and employee experiences that equip and empower Operational Services to deliver for our clients.
We are seeking a Learning Transformation Manager to execute our Operational Services development strategy and to build necessary muscle within our organization to drive a self-sustaining transformation culture. You’ll deliver across a variety of mediums (both in-person and virtually) high-quality content created by trusted vendors as well as internally developed courses on a wide range of topics. Travel to support delivery of this transformation learning experience is expected.
In this role, you will be expected to deliver innovative, high-quality learning experiences across key areas of learning and development:
Facilitation: Deliver engaging and impactful learning experiences to audiences of all levels within Operational Services
Leadership Development: Leverage a deep understanding of different models to create and facilitate programs that build strong, effective leaders
Stakeholder Engagement: Partner with subject matter experts, leaders and HR teams to identify training solutions for organizational gaps
Learning Needs Analysis: Conduct comprehensive learning needs assessments using the ADDIE framework to design impactful solutions
Program Evaluation: Measure & analyze learning effectiveness providing insight and recommendation for continuous improvement
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- A minimum of two years’ learning delivery experience in a similarly sized organization of scale and complexity.
- Expertise in the management, delivery, and support of learning and development programs.
- Experience and expertise in learning analysis using the ADDIE framework to build training content and programs.
- BA/BS Degree or equivalent work experience.
- Outstanding verbal and written communication skills.
- Outstanding delivery skills, including ability to use delivery technology effectively.
- Ability to travel as needed to support program in-person facilitation
Preferred Qualifications:
- Learning Delivery certifications, such as ATD Master Trainer and leadership development course certifications, such as Blanchard or Covey.
- Effectively facilitates meaningful discussions to pull learning concepts and commitment from participants.
- Establishes credibility with employees at all levels of the organization.
- Demonstrated experience mentoring and coaching peers and/or employees.
- Strong project and program management skills to deliver meaningful results and impact to our employees.
- Comfortable engaging with various levels of management and engaging on a wide variety of complex topics
- Experience dealing with ambiguity in a dynamic and fast-moving work environment; self-starter and highly resourceful, with a ‘get things done’ with limited direction attitude.
- Works effectively with minimal supervision.
- Provides helpful, behaviorally specific feedback to others.
- Willingly seeks, accepts, and applies feedback and coaching to foster personal development.
- Highly resourceful and collaborative individual who thrives on learning, collaboration, knowledge sharing, building strong relationships, and guiding others.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- A minimum of two years’ learning delivery experience in a similarly sized organization of scale and complexity.
- Expertise in the management, delivery, and support of learning and development programs.
- Experience and expertise in learning analysis using the ADDIE framework to build training content and programs.
- BA/BS Degree or equivalent work experience.
- Outstanding verbal and written communication skills.
- Outstanding delivery skills, including ability to use delivery technology effectively.
- Ability to travel as needed to support program in-person facilitation
Preferred Qualifications:
- Learning Delivery certifications, such as ATD Master Trainer and leadership development course certifications, such as Blanchard or Covey.
- Effectively facilitates meaningful discussions to pull learning concepts and commitment from participants.
- Establishes credibility with employees at all levels of the organization.
- Demonstrated experience mentoring and coaching peers and/or employees.
- Strong project and program management skills to deliver meaningful results and impact to our employees.
- Comfortable engaging with various levels of management and engaging on a wide variety of complex topics
- Experience dealing with ambiguity in a dynamic and fast-moving work environment; self-starter and highly resourceful, with a ‘get things done’ with limited direction attitude.
- Works effectively with minimal supervision.
- Provides helpful, behaviorally specific feedback to others.
- Willingly seeks, accepts, and applies feedback and coaching to foster personal development.
- Highly resourceful and collaborative individual who thrives on learning, collaboration, knowledge sharing, building strong relationships, and guiding others.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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.