Overview Your opportunity

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

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.

If you have a passion for cultivating talent and delivering innovating learning solutions to help new hires succeed in their role, this is an exciting opportunity for you!

The Wealth Management Learning & Coaching (WML&C) team in the Retail Experience Strategy & Risk (RESR) organization is accountable for developing and coaching Schwab sales professionals. The Wealth Management Learning & Development (WML&D) team, an organization within WML&C, is responsible for creating and delivering innovative learning solutions to equip Schwab talent across the branch network and specialized organizations to provide exceptional service to our clients.

We are always searching for new ways to deliver industry-leading wealth management experiences to our clients and provide services that add more value for our clients. This starts with ensuring our people, particularly our new hires, are equipped to serve clients the Schwab way.

Our Team :

FC Academy (FCA) is one of the early talent programs in the WML&D organization. We recruit top talent – including recent college graduates and career changes – and provide a comprehensive 15-month development program designed to prepare them for success as sales professionals within the Branch Network and other business development roles at Schwab.

The Director, FC Academy of Talent Experience is responsible for the participants’ experience during new hire onboarding, licensing, and the Investor Development rotations of the program. You will be responsible for partnering with Program Management, HR, and Retail Service business leaders to design and deliver high-impact initiatives focused on service talent recruiting, new hire training and licensing, ongoing training (including training needed for regulatory changes and strategic initiatives), wealth management training, leadership development (e.g., manager training), and career pathing. The role is accountable for the effectiveness of these initiatives and corresponding impact on strategic business objectives (e.g., hiring numbers/ class fill rates, new hire ramp, attrition/ retention, license pass rates, employee satisfaction). To be successful in this role, you will leverage a “can-if” mindset, to innovate, influence, implement, and drive talent activities while collaborating with key partners and stakeholders.

Responsibilities

Partner with HR Talent Acquisition to establish and execute the Talent Acquisition strategic roadmap (e.g., profile for service talent, recruiting source strategy, partnerships with universities/colleges/communities, interviewing practices).

Create a compelling recruiting story that demonstrates the power and opportunity for long-term career growth toward FC role.

Develop and maintain internal career pathing framework within Branch Network and other centralized sales organizations, including quarterly/annual performance objectives at different levels.

Collaborate with program management and Retail Service leaders on development, implementation, delivery, and measurement of the new FC Academy program, onboarding/training/licensing/ongoing development strategies maximize employee potential.

Develop and deliver training to address regulatory/compliance changes and strategic initiatives.

Establish and maintain strategic partnerships with key Retail leaders (e.g., Compliance, Risk and Supervision, Strategy) and HR partners (Talent Acquisition, Talent Solutions, Compensation & Licensing).

Deliver a consistent and transparent career path roadmap to attract and recruit high-impact talent and lead onboarding for four cohorts annually.

Oversee licensing processes to help new hires meet COE requirements to obtain SIE, Series 7, and Series 66 within two attempts while maintaining low attrition.

Ensure training aligns with industry regulations and compliance standards; program and people management required.

Coordinate with SMEs and Branch Leaders to facilitate the Career Advancement Process at graduation to IC and FCP roles.

Manage all FCA cohort travel experiences, including hotel relationships and T&E, with oversight of the program budget (approximately 12 cohort trips annually).

Collaborate with SMEs and leaders to ensure alignment between learning programs and business goals.

Monitor and track program progress and manage performance expectations.

Function as the subject matter expert on licensing, EDGE, advice, financial planning and wealth management solutions, teaching professionals how to deliver impactful client outcomes.

Conduct regular needs assessments to identify skills gaps and training requirements.

What you have Required:

BA/BS degree

Series 63, Series 7, Series 9/10

Coaching, training, and people leadership experience

Minimum 10 years’ financial services industry/sales experience with at least 5 years in a leadership role

Excellent communication skills and ability to partner to create tangible action plans

Strong written communication, organizational and time management skills

Strong interpersonal and relationship skills; ability to influence Schwab colleagues

Ability to articulate and implement a clear learning and development strategy for WML&D Director

Willingness to travel 15-20% to assigned centers (mainly Westlake)

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 organization supports a Hybrid Work and Flexibility approach balancing workplace flexibility with in-person collaboration.

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

EEO statement available where applicable.

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