Senior Manager, Strategy & Initiatives – Content Center of Excellence (CoE)

Charles Schwab Inc.•Orlando, FL

18d•$90,000 - $200,000•Onsite

About The Position

The Wealth Management Learning & Coaching (WML&C) organization in the Branch Network is accountable for developing and coaching Schwab sales and sales support professionals. Wealth Management Learning & Development (WML&D) sits within WML&C and is responsible for creating innovative and engaging learning solutions that onboard, develop, and advance our sales and sales support professionals across all career stages. The Content Center of Excellence (CoE) defines and enforces content quality, structure, and consistency standards across major programs – some of which include WMU, CRSU, FCA, and BMU—ensuring all learning experiences are relevant, practical, and directly tied to performance in the field. We are seeking a Content Development subject matter expert (SME) to serve as a key team player in designing and building high-impact learning solutions to meet learning needs for professionals in the Branch Network. The role is a true content ownership role, requiring expertise in authoring, structuring, and refining learning content that translates complex business inputs into clear, scalable, and high-quality learning experiences. The ideal candidate engages directly with stakeholders to assess learner needs and creates, shapes, and elevates content that empowers our professionals, not simply coordinating it. Operating in a highly regulated, sales-driven environment, this individual will ensure all content is accurate, relevant, and designed to drive behavior change and measurable performance outcomes in the field.

Requirements

Authoring high-quality learning content that is clear, concise, and actionable
Structuring complex information into simple, scalable frameworks that drive understanding and application
Converting inputs from stakeholders and SMEs into focused, high-impact learning solutions
Translating learning strategy into tangible content that improves performance
Confidently editing, rewriting, and elevating work to meet a high bar
Holding firm on content quality standards, even when navigating multiple stakeholders
Deep, hands-on experience as a content developer or learning content SME, with direct ownership of authored materials
Demonstrated ability to build learning content from analysis through final delivery
Strong foundation in adult learning principles and application of the ADDIE framework in content design
Proven ability to simplify complex topics into clear, scalable learning solutions
Expertise in extracting, prioritizing, and shaping content from business SMEs and leaders
Track record of delivering content that drives measurable behavior change and performance outcomes
Experience developing content that improves the quality of client conversations and field performance
Desire to think beyond traditional training and create impactful learning experiences

Nice To Haves

3+ years’ experience in financial services or wealth management role
Experience building or contributing to content standards, frameworks, or governance models

Responsibilities

Serving as the primary content SME and author, personally developing, refining, and elevating learning materials end-to-end
Owning content architecture and structure, ensuring learning solutions are clear, scalable, and instructionally sound
Translating complex, ambiguous business inputs into clear, actionable learning frameworks and content
Enforcing content excellence standards, including clarity, consistency, and usability across programs
Partnering with field SMEs, Instructional Designers, and facilitation teams to shape content, while maintaining ownership of content decisions and updates
Driving consistency through content standards, frameworks, and governance practices across the Content CoE