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Position Type: Regular
Primary responsibilities include, but are not limited to:
Your Opportunity
The Advice Academy, Employee Development Manager works with Advice Academy program participants from the beginning of their Schwab career until graduation from the program to foster their professional growth through effective coaching. This leader is tasked with the delivery of highly influential initiatives focused on talent recruiting, new hire training and licensing, advice and financial planning training, and overall readiness to transition to the next step in their Schwab career. The focus is to ensure team members are encouraged, coached and provided the necessary resources to optimally build and strengthen the consultative relationship skills necessary to successfully transition to a role within Investor Advice Solutions.
Partnering closely with the Advice Academy program team, the Advice Academy, Employee Development manager will also be responsible for attracting diverse talent and retaining top talent through a focus on employee engagement, creation of a positive work culture and a strong orientation to personal growth and development. The Manager will regularly partner with a cross-functional team to deliver the Advice Academy program, so the ability to communicate effectively and work collaboratively is a must. Key business partners include leadership across the IAS Onboarding, Learning & Development Team, Schwab Wealth Advisory, Centralized Service & Operations, Wealth Advisory Specialists along with Supervision & Controls, Compliance, and Talent Acquisition.
The ideal candidate is passionate about coaching and structuring a positive environment for our Advice Academy participants and supporting business partners.
What you are good at
Primary responsibilities include, but are not limited to:
- Attract and recruit new talent and oversee onboarding efforts and initiatives for the Advice Academy program working with the Advice Academy program team and cross-functional leaders.
- Assist with COE licensing efforts for new hire cohorts to obtain Series 7 and 66.
- Supervise and track new hire progress and manage performance expectations throughout the 12-month Advice Academy program experience.
- Collaborate to evolve the program’s coaching and training curriculum including the creation and delivery of content that can be presented to both individual and large group settings.
- Coach and facilitate learning for all participants throughout the program with accountability for evaluating everyone’s readiness for placement upon program completion.
- Facilitate access to real world perspective on skills required to be successful in sales role.
- Make recommendations to program leadership on ways to enhance the Advice Academy program experience.
- Connect with a flexible and adaptable leadership style to best connect with others, including team members, business partners, fellow leaders, and clients.
- Contribute to positive employee engagement results, taking action to address those areas where improvement is possible and/or necessary.
- Through collaboration, effective communication and teamwork, network with employees across departments to resolve issues, gain needed information, and influence outcomes.
What you have
- Bachelor’s Degree is required
- Active and valid FINRA Series 7, 66, 9/10 licenses required
- CFP Designation highly preferred
- Excellent working knowledge of Schwab’s retail products and services. Must know the features and benefits of all products and services in our offer spectrum (have the ability/desire to learn).
- Strong communication, coaching, mentoring and consultative sales skills
- Exceptional interpersonal, influencing, decision-making and conflict resolution skills.
- Strong organizational skills, as well as a high degree of accuracy and careful attention to detail.
- Capability to complete multiple initiatives at one time where it will involve a high amount of communication, coordination, and delivering on deadlines.
- Comfort with ambiguity with an ability to learn quickly and thrive in a complex, growth-oriented, and dynamic environment.
- Excellent analytical and problem-solving skills
- Follow the proper risk & compliance policies and procedures that deliver the best outcome for our clients and protect the company’s reputation. Ensure adherence to regulatory requirements.
- Listen and observe participants to gain full understanding and provide ongoing risk management and coaching. Practice strict operational discipline.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
