Senior Manager Communications Consultant - Workplace Services

Your opportunity

At Schwab, you’re 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.

At Schwab Workplace Services (WS), our mission is to provide an extraordinary experience for our plan sponsors and give their employees access to education and resources they can use to help transform their financial lives.

Whether an organization needs a fresh approach to their retirement or equity plans or needs to reduce risk with an employee-monitoring program, Schwab Workplace Services (WS) has answers. We offer full-service retirement plans and solutions to our client companies, featuring:

• Retirement Plan Services (RPS) for defined contribution, defined benefit, and non-qualified plans, aligned with our comprehensive recordkeeping services, help plan sponsors build a retirement plan approach that fits their business needs and supports the financial well-being of their employees.
• A broad range of solutions offered through Stock Plan Services (SPS) to publicly traded companies for the administration of their equity compensation and employee stock purchase plans, up to and including full outsourcing capabilities.
• Designated Brokerage Services (DBS) help employers who have a responsibility to monitor employee trading needs through a comprehensive approach, including DBS and financial services for their employees, so they can proactively protect their business and employees.

Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience, education, and advice as well as high-end technology help our client companies offer competitive employee benefits. Additionally, we introduce participants to the range of valuable products and services available to them through Schwab more broadly.

If you’re passionate about providing world class client service and are seeking an opportunity where you’re empowered to grow your financial services career with a diverse team, in a fast-paced collaborative work environment – this is the role for you! The Communication Consulting team maximizes client retention and growth through needs-based client consulting and engagement strategies that drive better participant outcomes. We have dedicated teams that support different plan sizes and complexities.

As a Senior Manager, Communications Consultant, you will be accountable to develop, deliver, and manage an effective participant engagement strategy for each of your assigned clients, encompassing Defined Contributions, Defined Benefits, and Non-Qualified retirement plans, stock plans and related services. You will also provide support to clients through our pooled model. This is an individual contributor role.

We will look to you to:

• Become an expert in the WS participant and their experience with Schwab. Know our clients, establish a positive relationship with plan sponsors and be an active player on collaborative and consultative service teams
• Develop data-driven engagement strategies aligned with client goals that leverage scalable solutions with the power to improve participant outcomes and transform financial lives
• Manage client expectations to align with stated client agreements, including budget and service parameters
• Maintain effective communication with internal business partners to ensure successful end-to-end execution of participant engagement plans
• Provide input on client sales strategies and participate in the sales process, including attending sales finals and site visits to win and retain clients
• Identify trends and gaps in our Participant Experience and communication offerings and share information with leadership

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications

• At least 5 years of financial services or relationship management experience with a focus on engaging participants or consumers, building integrated strategies, and working with marketing or communications teams
• Bachelor’s degree or equivalent experience
• Strong analytical, data interpretation and consultative skills
• Articulate communicator with strong listening skills; presents well in person, on the phone and in meetings
• Proven ability to influence others and inspire action
• Collaborative with proven ability to develop internal and external partnerships
• High achievement orientation, measures success through quantitative results
• Ability to travel 50% or more business

Preferred Qualifications

• Workplace benefit plan (retirement plan, stock plan, etc.) experience.

Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment