Manager, Communication Consultant - Workplace Financial 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 Financial Services (WFS). 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 WFS 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 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 smaller clients through our pooled model. 

We will look to you to: 

• Become an expert in the WFS participant and their experience with Schwab. Learn about our clients, establish a positive relationship with plan contacts and be an active contributor on 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 
• Work with your service team to manage client expectations to align with stated client agreements, including budget and service parameters 
• Communicate and collaborate effectively with internal business partners to ensure successful end-to-end execution of participant engagement plans 
• Assist in the sales process, which may include attending sales finals and site visits to win and retain clients 

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 2 years working in financial services and experience working with participants/financial services clients, building and/or executing integrated strategies, and working with marketing/communications teams 
• Bachelor’s degree or equivalent experience 
• 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 25% or more for business 

Preferred Qualifications

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