Sr Manager, Training (PL)

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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.

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).

As a Licensing Senior Manager (SRTM) within Service Talent Readiness (STR), you will lead the end-to-end Licensing program supporting onboarding and talent readiness, delivering strong FINRA-based outcomes (SIE, S7TO, S63), targeted pass rates, and consistency across regions.

You will leadaspiring leaders (Managers/Sr. Specialists) and partner across STR, business stakeholders, HR, and Compliance to drive scalable, compliant programs with measurable results.

This role requires strong, engaged leadership—serving as a visible leader at your site and within the broader CS&S business—while fostering a shared ownership and collaborative mindset across the SSA ecosystem to drive aligned outcomes and elevate the overall talent readiness experience. 

What You’re Passionate About Doing

Program Ownership & Strategy:

• Own the Licensing program strategy, execution, and outcomes across regions, ensuring alignment to STR and CS&S priorities
• Ensure program requirements are delivered, success is measureable, and results are sustained
• Maintain strong oversight of pass rates, performance metrics, and learner outcomes
• Identify gaps in the business model and operating environment and drive process improvements
• Leverage analytics and reporting to inform decisions and improve outcomes

People Leadership & Talent Development:

• Lead and develop Licensing Managers and Sr. Specialists
• Drive a high-performance, accountability-based culture
• Provide targeted coaching, observations, and feedback
• Foster an engaged, collaborative team environment
• Motivate and inspire teams to achieve goals

Operational Excellence & Governance:

• Ensure adherence to corporate policies, compliance standards, and licensing requirements
• Maintain consistent standard work across locations
• Partner with HR, Compliance, and business stakeholders in risk mitigation
• Drive process efficiency and operational effectiveness

Partnership & Collaboration:

• Build and maintain strong cross-functional partnerships
• Communicate corporate vision and program performance clearly
• Act as a strategic partner in onboarding success
• Gather feedback to drive continuous improvement

What you have

Required qualifications:

• Proven experience in Licensing program management, coaching, or leadership
• Minimum 1 year experience as a Licensing Manager (PL) 
• Expertise in FINRA licensing (SIE, Series 7, 63/66)
• Required licenses: Series 7, 63/66, and 9/10
• Strong leadership and team development experience
• Ability to manage multiple priorities in a fast-paced environment
• Excellent communication and facilitation skills
• Strong analytical and problem-solving capabilities
• Expertise in coaching and adult learning principles
• Strong business acumen and partnership skills
• High adaptability and ownership mindset

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.