Senior Manager, Strategy
About The Position
The Sales Learning & Coaching team is responsible for empowering Schwab Retail professionals to build trusted relationships and deliver modern wealth management to clients through world-class learning and coaching experiences. The goal is to enable increased engagement and retention of clients, enhance confidence in the professionals supported, and improve overall sales professional performance. This role will report to the Director of Sales Learning and Coaching Strategy and will play a critical part in shaping how strategy is enabled through technology, insights, platforms, and AI. The role will help translate business priorities into scalable solutions that improve leader decision-making, modernize learning and coaching experiences, deepen client relationships, and drive meaningful outcomes across Schwab Retail.
Requirements
- Bachelor’s degree with 7+ years of relevant professional experience.
- Microsoft 365 suite, including PowerPoint, Excel, Word, Outlook, Teams, SharePoint, and Loop.
- Microsoft Power Platform, including Power Apps, Power Automate, and Power BI.
- SQL and Tableau for data analysis, reporting, dashboarding, and insight generation.
- GitHub and Visual Studio Code for solution documentation, technical collaboration, version control awareness, and partnership with technology teams.
- Microsoft Copilot and AI-enabled productivity tools to support research, content creation, automation, process improvement, and scalable learning experiences.
Nice To Haves
- 5+ years of experience in strategy, communications, program management, learning, enablement, analytics, platforms, or technology-related roles preferred.
- Experience translating business strategy into scalable tools, operating models, dashboards, platforms, or AI-enabled solutions preferred.
- Corporate strategy experience is preferred.
- Financial Services industry experience is preferred.
Responsibilities
- Shape strategy and executive narratives: Translate business priorities, insights, and tradeoffs into clear strategies, roadmaps, and executive communications that drive alignment and action.
- Advance technology-enabled solutions: Use data, platforms, automation, and AI to simplify work, personalize experiences, improve adoption, and scale learning and coaching impact.
- Lead complex initiatives: Structure and manage cross-functional workstreams, priorities, timelines, risks, stakeholder feedback, adoption plans, and performance measures.
- Turn ambiguity into action: Apply structured problem solving, data, leader feedback, and business context to assess impacts, clarify tradeoffs, and recommend practical next steps.
- Build partnerships and adapt quickly: Influence across business, technology, risk, and analytics teams while navigating changing priorities and balancing speed, governance, adoption, and scalability.
Benefits
- Opportunities to influence enterprise learning strategy
- Leaders who invest in your development and career progression
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What This Job Offers
Job Type
Full-time
Career Level
Senior
