Sr Manager, First Line Risk Management Office

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. 

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

 The First Line Risk Management Office is seeking an experienced training and instructional design professional to design, develop, implement, and oversee learning programs that support regulatory requirements, Corporate Policies and Standards, and organizational risk management objectives.

This individual contributor will translate complex regulatory, policy, standard, business, product, and risk requirements into clear, engaging, and practical learning experiences. The role will manage training initiatives across the full learning lifecycle, from needs analysis and instructional strategy through content development, delivery, measurement, and continuous improvement.

The Senior Manager will partner with subject matter experts, business leaders, risk and compliance professionals, and training partners to deliver high-quality learning solutions that strengthen employee knowledge, reinforce required behaviors, support effective risk management, and promote a culture of continuous learning.

Key Responsibilities

Learning Strategy and Needs Analysis

• Partner with business, risk, compliance, product, and training stakeholders to identify learning needs, target audiences, and measurable objectives.

• Translate regulatory, policy, standard, business, and product requirements into practical learning and performance-support strategies.

• Develop project plans, delivery approaches, timelines, and resource recommendations aligned with organizational priorities.

Instructional Design and Content Development

• Design engaging eLearning, instructor-led, virtual, blended, and self-directed experiences using adult-learning and instructional-design principles.

• Convert complex risk, regulatory, policy, product, and business information into clear, accessible, and practical content.

• Create and maintain courses, facilitator materials, job aids, assessments, videos, multimedia assets, and related documentation.

Risk, Regulatory, and Content Governance

• Partner with risk, compliance, legal, policy and standard owners, and subject matter experts to validate content accuracy and relevance.

• Ensure learning solutions clearly communicate employee responsibilities, expected behaviors, escalation requirements, and applicable consequences.

• Maintain content inventories, approvals, version controls, source documentation, and recurring review cycles to support effective governance.

Program Management and Implementation

• Manage multiple training initiatives across the full learning lifecycle, ensuring milestones, quality expectations, and objectives are achieved.

• Coordinate launches and delivery, including communications, facilitators, participants, materials, learning technologies, and logistics.

• Anticipate and resolve content, technology, stakeholder, or delivery issues, and communicate progress, dependencies, decisions, and risks.

Measurement, Improvement, and Stakeholder Partnership

• Define and analyze measures of participation, engagement, knowledge attainment, application, and business impact to evaluate effectiveness.

• Use learner feedback, stakeholder input, performance information, and emerging practices to improve programs and the learner experience.

• Build strong cross-functional relationships, facilitate decisions, and provide concise reporting on program outcomes, risks, issues, and improvement actions.