Charles Schwab Director - Employee Development in Lone Tree, Colorado


Lone Tree - CO, DENR2, 9800 Schwab Way, 80124

Axle J Marcoline


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Investment Management (CSIM), the asset management arm of Charles Schwab Corporation, has approximately $300 Billion in assets under management (AUM) and is one of the nation’s largest retail money managers. CSIM provides a wide variety of products ranging from money market funds, index mutual funds, actively managed mutual funds, exchange traded funds and multi-asset fund-of-funds. As a provider of core investment products, CSIM is both an important enabler in fulfilling Schwab’s mission of helping everyone be financially fit and critical engine in the company’s profitability and growth.

The Director of the Charles Schwab Investment Management (“CSIM”) Employee Development will be responsible for developing and executing a best-in-class engagement, learning and development program.

The program will support our:

  • goal of being the best place to work in investment management by investing in our people

  • employees at all levels, from interns and new hires to senior executives

The successful candidate will be able to:

  • build collaborative, partnership relationships with senior leadership

  • work independently to drive and execute multiple initiatives at a time

  • proactively apply industry expertise, learnings and best practices to CSIM

  • creatively design and execute programming with strong organizational engagement

What you’ll do:

Develop an annual plan and engage with CSIM senior leadership on progress and execution. Develop a strategic plan each year with consideration to:

  • Senior Leadership Team requests for learning and development

  • Available corporate learning and development resources

  • Resource and budget constraints

  • Propose and gain agreement for program success metrics, and establish processes to produce data

  • Regularly update and obtain feedback from CSIM Senior Leadership Team and CEO on program progress and achievements, articulate challenges in order to obtain required support, and budget status

Design programs that address learner needs (focusing on leadership, communication, technical and diversity) through using the right format (i.e. all-hands, onboarding sessions, 1:1 training) to drive engagement, learning and development within CSIM

  • Project manage execution of all CSIM engagement, learning and development events

  • Work with executive sponsors of each event to develop concept and agendas

  • Arrange speakers and preparatory sessions as necessary

  • Organize room logistics, audio/visual, catering and work with internal CSIM support areas (facilities, technology, catering, events planning) as needed

  • Collect feedback from events and incorporate as necessary

  • Develop strong partnerships with Corporate Schwab HR Learning and Development

  • Understand organizational structure and who to go to for different resources

  • Understand corporate learning and development priorities and how/when they will be delivered to CSIM

  • Understand available learning and development tools and resources and leverage those resources where appropriate

  • Understand any corporate policies for learning and development that CSIM needs to adhere to

  • Manage commercial relationships with Learning and Development consultants and vendors

  • Monitor delivery of services and provide feedback to align content to goals

  • In partnership with Schwab Enterprise Learning and Talent Management, negotiate contracts, monitor invoicing, and approve payments

What you have:

Strongly desired background and skills:

  • Bachelor’s degree required

  • Experience and passion for designing and executing employee engagement, learning and development programs, within asset management organizations

  • At least 5 years’ experience in asset management industry

  • At least 7 years’ experience in employee engagement, learning and development roles and working in a professional environment for at least 10 years

  • Experience working with senior management teams to obtain feedback on needs, assess current capabilities, develop gap assessment and strategic plan

  • Ability to build strong partnership relationships in a highly collaborative culture

  • Ability to work independently to drive multiple initiatives at a time

  • Strong and effective communication and organizational skills

  • Proactive, self-starter

Desired background and skills:

  • Master’s degree in Human Resources, Training or Organizational Development a plus

  • Experience as a program manager

  • Adult learning theory experience

  • Curriculum development and management background

  • Experience in measuring learning effectiveness

  • Experience in managing contractual relationships with vendors and consultants offering business and leadership training.

  • Experience with expense management, control and monitoring of budgeting

  • Advanced PowerPoint skills, and strong Word and Excel skills

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: Yes

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Investment Management - 6+ yrs, Education/Training-6+ yrs, Human Resources-6+ yrs

Position Located In: CO - Lone Tree

Education: BA/BS

Job Type: Full Time

Category:Human Resources/Training/Recruiting

Activation Date: Monday, September 25, 2017

Expiration Date: Thursday, October 26, 2017

Apply Here