Jobs · Analyst · Texas

Sr. Manager Business Analysis Learning, Development, and Training

Charles Schwab · Westlake, TX · 3 days ago
HybridAnalystFull-time

About the role

A Senior Training Manager in the Banking Operations department plays a pivotal role in shaping an organization's talent landscape. Success in this strategic position requires a multifaceted skill set that blends leadership, instructional expertise, business acumen, and robust project management capabilities. Professionals in this role are architects of a continuous learning culture, driving employee growth and aligning development initiatives with overarching business objectives.

Responsibilities

  • Oversee the design and development of engaging and effective learning experiences, applying principles of adult learning and various instructional design models.
  • Manage project teams using Agile (Scrum, Kanban) and traditional Waterfall methodologies, ensuring clear communication, regular progress updates, and comprehensive project reports.
  • Define clear project goals, timelines, and resource requirements for L&D initiatives, creating detailed project plans and securing stakeholder alignment.
  • Identify and mitigate potential risks to project timelines and outcomes, demonstrating proactive problem-solving skills.
  • Design and implement coaching and mentoring programs to foster individual and team growth, and provide personal coaching to develop and mentor team members and other leaders.
  • Act as an internal consultant to diagnose performance issues and recommend learning and non-learning solutions to improve individual and organizational performance.

Requirements

  • 3+ years of experience in principles of how adults learn and overseeing the design and development of learning experiences.
  • Knowledge of various instructional design models and learning modalities, including e-learning, instructor-led training, and blended learning.
  • Familiarity with project management frameworks such as Agile and traditional Waterfall models, and the ability to select and apply the most appropriate methodology for different types of L&D projects.
  • Advanced technical skills in MS Office and Learning Management Systems (Articulate, Workday Learning, SharePoint).
  • Experience delivering training on processes supported within the brokerage/financial services industry.
  • Effective facilitation of training sessions and delivery of compelling presentations to diverse audiences.
  • Proactive risk identification and mitigation strategies.
  • Strong organizational and follow-up skills, prioritizing, sequencing, and executing on multiple initiatives simultaneously.
  • Strong analytical skills with emphasis on root/cause analysis and process improvement application.
  • Experience with Project management tools, AI tools and agents, Power Automate, Power Apps, Microsoft Planner, Copilot, etc.

Preferred

  • Extensive experience delivering training on processes supported within the brokerage/financial services industry.
  • The ability to effectively facilitate training sessions and deliver compelling presentations to diverse audiences, from new hires to senior executives.
  • Familiarity with Project management tools and AI tools and agents, Power Automate, Power Apps, Microsoft Planner, Copilot, etc.

Benefits

We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan, paid time off, paid parental leave, tuition reimbursement, health, dental, and vision insurance, and more.

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