Sr Manager - FC Academy, Investor Development

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s): Westlake, TX 

At Schwab, being the most trusted leader in investment services starts with our people. The Wealth Management Learning & Coaching team develops and coaches Schwab sales professionals, so they are prepared to serve clients the Schwab way.

FC Academy is a 15-month rotational development program for recent college graduates and career changers. The program provides licensing, Client Service & Support, and Investor Development Training experiences to prepare participants for future Financial Consultant, Branch Network, and other business development roles.

• →Lead and inspire FC Academy participants through effective communication, coaching, feedback, and performance accountability.
• →Deliver a consistent, transparent career path roadmap that supports attraction, recruitment, and onboarding of high-impact talent across four cohorts annually.
• →Interview new talent and oversee onboarding efforts and initiatives for the FCA program in partnership with cross-functional leaders.
• →Provide HR leadership to professionals in their licensing rotation and partner with licensing coaches to help professionals successfully meet requirements to obtain SIE, Series 7, and Series 66.
• →Collaborate with Wealth Management Learning & Coaching, Client Service & Support, EDGE coaching, Wealth Management Training, Supervision & Controls, Compliance, Branch Network, and Talent Acquisition partners.
• →Hold employees accountable for quantitative and qualitative measures while creating a culture of success, trust, engagement, and development.
• →Listen to and observe participant sales practices to provide ongoing risk management, client-first coaching, and operational discipline.
• →Contribute ideas and recommendations to the FCA Director and Program Management Team to enhance the program and participant experience.
• →Serve as an ambassador for FC Academy and the Branch Network.

• Active and valid FINRA Series 7 license.
• Active and valid FINRA Series 66 (or Series 63/65 equivalent), or ability to obtain within 120 days of employment 
• Active and valid FINRA Series 9/10, or ability to obtain within 120 days of employment.
• Minimum 5 years of financial services experience working directly with clients.
• Minimum 3 years in a sales, advisory, relationship management, or business development role.
• Bachelor’s degree or equivalent combination of education and work-related experience.
• Ability to work flexible shifts and support teams across multiple U.S. time zones.

• CFP®, AAMS®, or other relevant industry designation.
• Minimum 2 years of leadership experience.
• A desire to lead, passion for sales management, and deep commitment to client service.
• Robust business acumen and understanding of Schwab products and services.
• Strong leadership, management, coaching, motivational, and employee engagement skills.
• Proven ability to establish quality cross-enterprise partnerships.
• Comfort with ambiguity and ability to quickly adapt to business needs.
• Ability to execute multiple initiatives with competing priorities in a timely and accurate manner.