Manger, Training

Your Opportunity

Do you have a passion for developing talent and designing innovative learning solutions that enable sales professionals to perform at their best?  If so, this is an exciting opportunity for you! 

The Sales Learning & Coaching (SL&C) organization in the Branch Network is accountable for developing and coaching Schwab sales and sales support professionals.  

Sales Learning & Development (SL&D) is responsible for creating innovative and engaging learning solutions that onboard, develop, and advance our sales and sales support professionals across all career stages. The Content Center of Excellence (CoE) defines and enforces content quality, structure, and consistency standards across major programs – some of which include WMU, CRSU, FCA, and BMU—ensuring all learning experiences are relevant, practical, and directly tied to performance in the field.

We design practical learning experiences that prepare professionals for success in the field while supporting Schwab's commitment to delivering exceptional client experiences. Our team partners closely with business leaders to ensure learning solutions reflect real-world needs and evolving business priorities

We are seeking a Content Development subject matter expert (SME) to partner closely with business leaders, subject matter experts, program managers, instructional designers, and facilitators to develop learning solutions that support onboarding and professional development across the Schwab Branch Network. You will help transform business needs into clear, practical, and engaging learning content that improves performance and builds confidence across various different roles.

This position is ideal for someone who enjoys collaborating with stakeholders, accessing learning needs, creating content, and bringing it all together with strong writingand project execution.

This role reports to the Director, Head of Content CoE and is responsible for:

• Developing and maintaining learning content that supports onboarding, role readiness, and professional development programs

• Partnering with business stakeholders and subject matter experts to uncoverneeds and translate complex information into engaging learning experiences

• Writing and updating instructor-led, virtual, video-based, and self-paced learning materials

• Collaborating with instructional designers and facilitation partners to ensure learning solutions are effective, practical, and learner-focused

• Managing content updates and revisions to ensure materials remain accurate, compliant, and aligned with business priorities

• Supporting learning projects from analysis through implementation while balancing multiple priorities and stakeholder needs

• Identifying opportunities to improve existing curricula and learning resources based on learner feedback, performance data, and business input

• Applying established content standards and instructional design best practices to ensure consistency across programs

What you are exceptional at

• Writing clear, concise, and learner-focused content

• Building productive relationships with stakeholders and subject matter experts

• Organizing and simplifying complex information into practical learning solutions

• Managing multiple projects and priorities in a fast-paced environment

• Asking thoughtful questions that uncover learningneeds and performance gaps

• Maintaining a strong attention to detail while balancing quality and speed

• Using sound content design principles to create engaging learning experiences

What you have

• Experience developing learning content in a corporate learning, training, or instructional design environment

• Demonstrated ability to collaborate with business partners and subject matter experts to create effective learning solutions

• Strong writing, editing, and communication skills

• Experience designing or developing instructor-led, virtual, digital, or blended learning solutions

• Understanding of adult learning principles and instructional design methodologies

• Ability to manage multiple projects and deadlines while maintaining high-quality deliverables

• Experience using learning technologies and content development tools

Strongly Preferred

• Strongly Preferred: 2+ years' experience in financial services or wealth management role 

• Experience supporting onboarding or role readiness programs

• Experience in the Branch Network or other client-facing roles

• Experience working with compliance, risk, legal, or policy-driven content

• Experience developing learning solutions that support sales, service, or client-facing professionals