Senior Program Manager Advisor Wealth Services Career Development Program

Charles Schwab•Westlake, TX

About The Position

Your Opportunity Schwab Advisor Services, a division of Charles Schwab & Co., Inc. Is the leading provider of custody, trading, technology, and operational support to registered independent advisory firms (RIAs). In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their businesses. Advisor Services works with more than 7,000 independent investment advisory firms with ~$1.5 trillion under management. The Advisor Wealth Services (AWS) Organization is committed to empowering employees through structured career development and growth opportunities. We are seeking a Senior Program Manager to lead the AWS Career Development Program, ensuring alignment with our vision to create a clear, sustainable career path for our employees.

Requirements

Proven (5+ Years) experience in program management , preferably in employee development or career path initiatives.
Strong ability to collaborate across multiple teams and stakeholders in a matrixed environment.
Analytical mindset with experience in data reporting, dashboard creation, and performance tracking .
Excellent problem-solving skills and ability to navigate ambiguity with confidence.
Exceptional communication and presentation skills for senior leadership engagement.

Nice To Haves

Experience designing career architecture/competency frameworks and job families for service/advisor roles.
Familiarity with licensing pathways (e.g., Series 7, 63/66) and advisor readiness programs; ability to align development journeys with credential requirements.
Advanced proficiency in analytics and visualization tools (e.g., Power BI, Tableau, advanced Excel) and data storytelling for executive audiences.
Demonstrated change management capability (e.g., Prosci/ADKAR) to drive adoption of new processes and programs.
Process improvement mindset (Lean/Six Sigma), including throughput analysis, experiment design, and continuous improvement.
Hands-on experience with HR/Learning systems (e.g., Workday, Cornerstone/Allego, SharePoint) and governance/compliance in a regulated financial services environment.
2+ years of previous leadership experience , demonstrating ability to lead teams or initiatives effectively.

Responsibilities

Own Program Infrastructure: Oversee the design, maintenance, and evolution of the AWS career path ecosystem, ensuring scalability and alignment with organizational goals.
Manage Development Programs: Lead program management for select employee development initiatives, driving execution and continuous improvement.
Collaborate Across Functions: Partner closely with Staff Planning, Learning & Development, Training, Licensing Programs, and AWS leadership to maintain focus on career path objectives and deliver a seamless employee experience.
Problem Solve & Optimize: Identify and resolve roadblocks through collaboration, analysis, and innovative solutions to maintain smooth employee throughput.
Reporting & Insights: Build and maintain dashboards and reports that track employee development journeys, providing actionable insights and progress updates.
Leadership Communication: Deliver regular updates and strategic recommendations to senior leadership, ensuring transparency and alignment on program performance and priorities.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume