Manager, Communication Consulting (Individual Contributor)
- Charles Schwab
- Lone Tree, CO
- Other
- About 1 month ago
Salary
$58K - $92K / Year
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Job Description
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.
Schwab Workplace Financial Services (WFS) offers full-service retirement plans to our client companies, featuring complete retirement services for defined contribution, defined benefit, and non-qualified plans. 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 Communication Consultant, you will establish a thorough understanding of and be able to effectively demonstrate the value of our Participant Experience and communication offerings and foster awareness among clients, consultants, prospects, and service teams. You’ll be accountable for the development, delivery, and end-to-end execution of effective engagement strategies for your clients, encompassing DC, DB, NQ retirement plans and related services.
We will look to you to:
- Be the experts in the WFS participant and their experience with Schwab.
- Create data-driven engagement strategies aligned with client goals and connect participants to solutions that can improve outcomes.
- Understand participant behaviors, trends, and demographics and how they differ for each client.
- Understand client relationship goals, risks, and preferences, and demonstrate a deep understanding of client concerns, needs, and wants.
- Consistently connect internal teams, prospects, and sponsors to the participant experience by demonstrating the participant experience, proven solutions, and ongoing enhancements.
- Establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams.
- Provide input on client sales strategies and participate in the sales process, including participating in sales finals and site visits to win and retain clients.
What you have
Required:
- At least 5 years of financial services or communication/marketing experience
- Bachelor’s degree preferred, or equivalent experience.
- Strong analytical, influence and consultative skills
- Articulate communicator with strong presentation skills in person, on the phone and in virtual environments
- Demonstrated 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
- May require 50% or more business travel.
Preferred:
- Employer-sponsored retirement plan expertise preferred.
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
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