Senior Instructional Designer
Charles Schwab
Your opportunity
At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Learning Solutions is Schwab's Learning Center of Excellence. We consult, create, and deliver innovative, high-quality learning experiences that empower Schwabbies to best serve our clients. As the firm's learning partner of choice, we collaborate across the enterprise to strengthen a culture of learning and deliver solutions that meaningfully improve performance, elevate client service, and advance our "Through Clients' Eyes" strategy.
As a Senior Manager, Instructional Designer, you will work as a hands-on individual contributor and serve as a trusted partner in analyzing needs and designing high-impact, measurable learning experiences aligned to business priorities. You will bring a passion for thoughtful design, a love of learning, and a strong desire to make a meaningful impact through work that helps individuals and the organization succeed.
Key Responsibilities :
Design and develop learning experiences using the ADDIE model, grounded in adult learning principles and aligned to business outcomes
Conduct needs analyses to define learning goals, delivery methods, project scope, and success measures
Build training plans that address the who, what, when, where, why, and how, with a focus on achieving business results through learning
Create content outlines , storyboards, prototypes, and other design artifacts to support development
Develop effective learning materials for multiple modalities, such as eLearning, video, virtual and in‑person instruction
Write clear, compelling training content that simplifies complex topics while following Schwab's writing standards
Define requirements, scope, timelines, and work plans to meet milestones and delivery deadlines
Manage the review and feedback process to ensure quality and alignment
Apply team standards , Web Content Accessibility Guidelines (WCAG), and established processes and policies
Build and maintain strong partnerships with stakeholders, colleagues, and subject matter experts
Facilitate productive project meetings by setting goals, communicating clearly, and listening actively
Communicate risks, needs, and recommendations when scope shifts or challenges arise
Use visual and instructional design principles to create graphics and visuals that enhance learning
Apply AI thoughtfully in learning design to improve efficiency, strengthen learning experiences, and support responsible, measurable business outcomes
Contribute to team strategy and the continued evolution of Learning Solutions as a learning organization
Share expertise and elevate design practices through consultation, feedback, and mentorship
Evaluate learning effectiveness using data and feedback to improve learner and business outcomes
What you have
To ensure we fulfill our promise of "challenging the status quo", this role has specific qualifications candidates should have for success:
Required Qualifications:
At least 6+ years of experience creating self‑paced, blended, and instructor‑led learning solutions
Portfolio demonstrating senior-level work on complex learning solutions, including strategic design decisions and measurable outcomes
Formal education, certification, or equivalent training in instructional design, adult learning, learning theory, or a related field
Experience using generative AI to create effective learning solutions and evaluate outputs for quality, accessibility, and responsible use
Strong writing and editorial skills with a focus on clarity and ease of understanding
Ability to handle large, high complexity projects concurrently
Advanced skills in graphic design, video, audio, and multimedia content creation
Preferred Qualifications:
Strong time management and project management skills, with the ability to balance multiple projects
Experience leading complex learning projects with multiple partners and workstreams
Ability to collaborate effectively with a wide variety of partners and project teams
Proven success learning quickly and applying new technologies, including the DCMS, generative AI evolutions, and Adobe Creative Suite
Demonstrated ability to problem solve, adapt to change, and influence in a client‑centric environment
Exceptional attention to detail, organization, and follow‑through
Self‑leadership and accountability
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility ( approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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 for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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 for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 View email address on click.appcast.io or call View phone number on click.appcast.io.
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