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The Compliance Regulatory Group (CREG): CREG provides leadership, advice and guidance to Compliance and business partners on the applicability of industry rules and regulations; responds to regulatory inquiries forwarded to Schwab by regulators; and leads examinations by banking and securities regulators.
As a Manager, Compensation, you will partner with team members, Human Resources Business Partners (HRBPs) and business leaders to provide analytical support and consultation on various compensation programs, processes and systems. This role will report to the Managing Director, Corporate and Incentive Compensation.
Corporate Vendor Management (VM) at Charles Schwab & Co. is responsible for implementing a firm-wide, end-to-end vendor relationship management process to improve vendor performance and value. Corporate VM identifies, mitigates, monitors, and handles vendor risk; and assists Schwab in meeting regulatory and compliance requirements.
Do you want to make a meaningful and positive difference in employees' work lives? Are you excited by change and passionate about helping others lead through change successfully? Join the Change Management Center of Excellence team within Schwab Human Resources Integration Management Office. We strive to help Schwab become the best version of itself and support the success of our acquisition growth strategy.
As a Director, Change Management, you will play a key role in ensuring cultural change initiatives for new business processes, systems, technologies, job roles, organizational structures, and merger integration efforts are successful. You will be focused on the people side of change for our integration efforts by working to reduce employee resistance to change and increase the speed of adoption of new behaviors needed for integration initiatives to be successful. You will be part of a strong team responsible for delivering best in class change management practices that are integrated with business plans in a systematic and rigorous way.
Do you want to make a meaningful and positive difference in employees' work lives? Are you excited by change and passionate about helping others lead through change successfully? Join the Change Management Center of Excellence within the Inclusion, Culture and Change team within Schwab Human Resources. We strive to help Schwab become the best version of itself.
Our goal is to evolve our culture through innovative and equitable change by advancing inclusion and accelerating diversity across the firm to meet future client and employee needs, enhancing how employees experience Schwab culture throughout their journey, and driving organizational transformation through effective and consistent change management practices.
As a Sr. Manager, Change Management, you will play a key role in ensuring cultural change initiatives for new business processes, systems, technologies, job roles and organizational structures are successful. You will be focused on the people side of change, by working to reduce employee resistance to change and increase the speed of adoption of new behaviors needed for change initiatives to be successful. You will deliver best in class change management practices that are integrated with business plans in a systematic and rigorous way.
Corporate Vendor Management (CVM) at Charles Schwab & Co. is responsible for implementing a firm-wide, end-to-end vendor management process to maximize vendor performance and value. CVM is responsible for establishing and supporting a firm-wide Vendor Management Program to support business owners in meeting their objectives and satisfying Schwab’s client needs through appropriate and strategic use of third parties. The program defines the process and provides a set of procedural standards for identifying, prioritizing and controlling vendor-related risk and performance levels, and reporting requirements for measurability and improvement. This role provides operational support to the Third Party and Affiliate Management and Monitoring team.
The Senior Team Manager, Learning Experience & Design, leads a team of Instructional Designers who curate and design relevant and engaging learning content (e.g., podcasts, videos, content curation, web-based training, instructor-led training, job aids, infographics, and more) to support multiple business units at Schwab in meeting their strategic goals. The Senior Team Manager champions the incorporation of learning principles, assessment techniques, appropriate integration of instructional technologies and best practices in designing creative, relevant, high-impact, and engaging course content. The Senior Team Manager helps the T&OD Leadership Team evaluate and market the overall effectiveness of business-specific learning solutions to senior leaders and key business stakeholders.
- Oversee the curation, design, and development of learning products that support business units in meeting strategic goals.
- Consult with T&OD Consultants and key stakeholders to define course development guidelines.
- Collaborate with T&OD Consultants to scope design needs and recommend learning solutions.
- Review design at all phases as appropriate, including learning plans, timelines, instructional outline, storyboards, solution recommendations, and final products.
- Ensure seamless execution of design processes and procedures.
Design Quality & Continuous Improvement:
- Relentlessly champion a culture of quality within the Instructional Design division.
- Ensure quality of instructional design products, content accuracy, and adherence to product design standards and guidelines.
- Perform functional testing of design products. Correct uncovered issues as needed.
- Provide courageous coaching and feedback for continuous improvement of team members.
- Cultivate a team environment of continuous skill progression, recognizing that Instructional Design is constantly evolving with software, hardware, and tool advancements.
- Lead team to maximize the use of creative design tools to develop relevant, high-impact, and engaging content that supports business units in meeting strategic goals.
Team Management and Leadership:
- Develop, in conjunction with the broader leadership team, an ambitious and viable yearly division strategy.
- Participate in broader management duties including reviewing, planning and developing team objectives, employee evaluations and professional growth activities.
- Supervise, hire, train, and evaluate Instructional Designers.
- Develop direct reports’ skills and capabilities by planning effective short term and long term development activities.
- Champion creativity and the implementation of innovative learning solutions.
- Encourage individual initiative to achieve broad goals.
- Share recognition and rewards when goals are met.
- Assist in leading entire team. Challenge thinking. Coach and develop.
- Encourage calculated risk taking by team and allow individuals to learn and grown from mistakes.
- Motivate team members to take ownership of internal initiatives and process improvements.
- Encourage cross-team collaboration to solve problems.
Transfer of Learning:
- Assess and provide feedback regarding trainee acquisition of knowledge and skill at the completion of training. Recommend additional self-development or training activities to promote skill development.
- Apply a variety of assessment methods to measure the impact of training. Teach others how to implement comprehensive evaluations of training effectiveness.
- Collaborate with business partners to promote transfer of learning.
Corporate Vendor Management (VM) at Charles Schwab & Co. is responsible for implementing a firm-wide, end-to-end vendor relationship management process to maximize vendor performance and value. Corporate VM identifies, mitigates, monitors, and handles vendor risk; and assists Schwab in meeting regulatory and compliance requirements.
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we believe that our values have helped us to build both a successful business model and an outstanding work environment. We are looking for a dynamic individual to provide executive administrative support within this fast-paced and challenging environment.
Schwab Compensation Operations is responsible for providing proactive consultation to partners across the company in order to centralize and administer Human Resource programs and processes with a focus on consistency and efficiency.
In this role you will partner with a variety of teams to process incentive payments, administer recurring compensation programs, and oversee compensation configuration needs within the Workday platform.
The Senior Manager, Learning and Performance Consulting creates and manages learning solutions to assist business divisions at Schwab in achieving their strategic objectives. This role is focused on creating and supporting training initiatives for new hire onboarding, product launches, technology implementations, sales and service frameworks, mergers and acquisitions, and strategic initiatives. This position will join our passionate and dedicated team focused on Schwab’s differentiated wealth management capabilities.
- Partner with organizational leaders, key business stakeholders, and other cross-functional partners to develop and execute against annual learning plans and key strategic initiatives that support the organization’s annual objectives.
- Manage learning plans, provide quarterly progress updates, and ensure compliance with the department’s Plan of Supervision.
- Partner with the Senior Managing Director of Learning and Performance Consulting to help identify broader learning and development needs arising from a range of organizational diagnostics, including discussion with HR Business Partners, training needs analyses, employee surveys, and change management initiatives.
- Directly and indirectly manage the learning lifecycle: assess business need, analyze performance, design and develop solution, implement solution, and evaluate business impact.
- Identify appropriate levels of reinforcement for ongoing sustainment of learning.
- Evaluate the effectiveness of learning programs. Consolidate and analyze survey results, performance metrics, and other feedback to ensure successful adoption and propose changes that will enhance learning programs and improve organizational effectiveness.
- Work within the parameters of an established budget, proactively address re-forecasting, and provide input for annual budget planning process.
Development & Delivery:
- Provide oversight of instructional design and/or vendor-led development of content.
- Curate content and present to learners leveraging the Firm’s learning architecture.
- Assist in the execution of quality learning solutions that align with the organization's objectives.
- Ensure delivery of high impact and interactive learning materials that include formal and informal training sessions and facilitator-led sessions.
- Partner within T&OD, HR and the business to identify key performance indicators and methods for tracking performance in order to show the impact of learning solutions.
- Evaluate proposed learning strategies and plans, including “buy versus build” solutions.
- Coordinate review and sign off with key business stakeholders during the learning project lifecycle.
- Develop business relationships and stay informed of upcoming business initiatives by getting involved early to better understand potential learning needs.
- Attend regular business meetings and off sites, while hosting ongoing status check-in meetings with main business contacts.
- Consult with field leaders, support organizations, and HR partners to identify core capability development gaps and create targeted development opportunities in areas critical to success.
- Guide the business through the intake and prioritization process of new learning requests.
- Encourage direct, open and thought provoking discussions about important issues.
- Influence business partners and successfully negotiate trade-offs and prioritization.
- Prepare frequent strategic updates on learning initiatives and overall plan progress.
- Proactively identify risks and issues, and champion how to mitigate those potential obstacles.
- Work with business units to secure adequate funding for programs not in budget.
- Act as a contact point for program-related issues to aid and assist in problem resolution.
Corporate Vendor Management (CVM) at Charles Schwab & Co. is responsible for implementing a firm-wide, end-to-end vendor management program to improve vendor performance and value. CVM identifies, mitigates, monitors, and handles vendor risk; and assists Schwab in meeting regulatory and compliance requirements.
Charles Schwab’s Corporate Vendor Management group oversees Schwab’s relationships with third-party service providers. The group is responsible for all aspects of vendor management, including sourcing, risk assessment, contracting, onboarding, monitoring and offboarding. The team strives to act as trusted, strategic advisors to business leaders across Schwab, by helping them work with third-parties in a way that successfully balances their needs, risk and cost. As the firm’s outsourcing needs have increased in volume and complexity, this team’s responsibilities have also grown over time.
Reporting to the Senior Vice President of Corporate Vendor Management, this Managing Director will be the organization’s primary liaison for audits and regulatory examinations related to vendor management. In addition to directly handling CVM’s participation in these exams, the Managing Director will lead cross-team projects to address issues resulting from them. This role will work in a highly reciprocal team setting, establish relationships with a wide range of partners at all levels of the organization, and interface routinely with outside regulators.
What you’ll gain:
- Opportunity to play a leadership role in mitigating risk to Schwab
- Opportunity to become a subject matter expert on third-party risk management
- Opportunity to learn about a function that’s critical to Schwab’s success
- Significant exposure to a wide range of business leaders and executives
- Hands-on experience leading cross-functional risk initiatives
Corporate Vendor Management (CVM) at Charles Schwab & Co. is responsible for implementing a firm-wide, end-to-end vendor management process to improve vendor performance and value. CVM is responsible for establishing and supporting a firm-wide Vendor Management Program to support business owners in meeting their objectives and satisfying Schwab’s client needs through appropriate and strategic use of third parties. The program defines the process and provides a set of procedural standards for identifying, prioritizing and controlling vendor-related risk and performance levels, and reporting requirements for measurability and improvement. There are five phases to the vendor management program, this role is specific to Vendor Monitoring and Oversight and Off-Boarding phases.