Description

Your Opportunity

Your Opportunity:

Schwab's Workplace Branch organization is at the heart of our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll lead a pillar of the Workplace Branch dedicated to supporting plan participants of Schwab's Workplace offerings.

This position is responsible for leading the Workplace Education & Support organization and will report to the Managing Director. Workplace Education & Support is comprised of Workplace Education (education delivery to internal and external plan participants) and Workplace Support (comprised of centralized Client Relationship Specialists and Employee Services). This position will also be expected to provide actionable feedback to leadership on trends and opportunities to help shape the future of Schwab's Workplace Branch model.

If you are a self-starter, are comfortable leading in a fast-paced and changing environment and share our passion for serving clients & participants - this role is for you.

The ideal candidate will possess the following skills:

• A client-centric focus that keeps participants and Education/Client Support professionals in the forefront of decisions and connects plans and actions to our purpose.
• Demonstrated experience building relationships, leading through change, and working with cross-functional teams
• Ability to shape service strategies supporting both Workplace participants and internal Schwab employees.
• Strong presentation skills, including building and presenting a compelling vision focused on the ability to influence both senior executives and sales leaders.
• Ability to gain respect and support of senior leadership, partners and peers and lead a team of individuals in delivering against our strategy.

What you have

Preferred:

• Master's degree in business, Learning & Development, or related field and/or professional certification
• A solid understanding of corporate sponsor and consultant relationships.
• Proven experience managing through change
• Ability to learn quickly and thrive in a complex, dynamic environment.
• Outstanding "soft" skills - including ability to work well with a diverse range of partners and proactive, can-do attitude.
• Flexibility to travel

Required:

• A valid and active Series 7, 66 (63/65), and 9/10 license is required
• Bachelor's degree
• 10+ years relevant financial services experience
• 8+ years in a direct people leading management role

Requisition #: 2025-116981

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Requirements

2025-116981