Delivery Manager, Retirement Plan Communications

Charles Schwab Corporation; Richfield Township (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Charles Schwab Corporation is seeking a Delivery Manager to own the end-to-end fulfillment of retirement plan communications. The role partners with Participant Engagement Consultants, Relationship Managers, and other client-facing teams to translate strategies into polished deliverables and ensure timely, accurate execution.

The position emphasizes hands-on execution, attention to detail, and the ability to drive efficiency and standardization across templates and workflows, while aligning with

Qualifications

• Bachelor's degree or equivalent experience, ideally with exposure to financial services or benefits-related fields.

Responsibilities

• Execute communication requests end-to-end—from proofs to edits, approvals, and fulfillment via direct mail, bulk ship, and email.
• Collaborate with Participant Engagement Consultants and Relationship Managers to translate goals into effective deliverables.
• Drive efficiency by leveraging templates and content, minimizing custom production overhead, and tracking patterns for improvement.
• Own your workflow using established processes to set expectations, document progress, and keep stakeholders informed.
• Contribute to a high-performing team by supporting change management and a culture of curiosity and accountability.

Skills

Project management

Communication

Attention to detail

Relationship management

Problem solving

Independent and collaborative work

Education

Bachelor's degree or equivalent experience

Tools

Workfront

Jira

Job description

Your Opportunity

ABOUT THE TEAM

The Workplace Participant Marketing team is on a mission to create better financial outcomes for plan participants — demystifying investing and making it accessible to everyone, regardless of experience, age, or income level. We help participants understand the true value of their employer-sponsored equity and retirement benefits, and how those benefits connect to their broader financial life and long-term goals.

We believe workplace benefits are a powerful launching pad for financial wellness. At Schwab, that belief drives everything we do — and it shows up in every communication we deliver.

THE ROLE

As a Delivery Manager, you'll be at the center of making things happen. You'll own the end-to-end fulfillment of retirement plan communications — from the moment a request lands to the moment participants receive it. This is a hands-on execution role built for someone who thrives on getting things done, sweats the details, and takes pride in running a clean, efficient operation.

You'll partner closely with Participant Engagement Consultants, Relationship Managers, and other client-facing teams to translate communication strategies into polished, accurate deliverables. When you see a better way to work, you'll say so — and help build it.

WHAT YOU'LL DO

Execute communication requests end-to-end

• Pull proofs, review content for accuracy, manage edits and approvals, and fulfill communications via direct mail, bulk ship, and email.
• Work within our Schwab Communications Management Platform (SCMP) to produce and manage template-based participant communications.
• Hit deadlines consistently — you're the person partners count on to see requests through to completion.

Collaborate with client-facing teams

• Work side-by-side with Participant Engagement Consultants and Relationship Managers to understand each plan sponsor's goals and translate them into effective deliverables.
• Evaluate available solutions and communicate clearly on what's possible within existing tools and templates.
• Work directly with business partners to gather feedback on communication templates, clarify needs, and identify opportunities to improve usability, accuracy, and consistency.

Drive efficiency at scale

• Champion the use of existing templates and content — identify where a standard solution works and make the case for it.
• Advise business partners on how to get the most out of available resources while minimizing custom production overhead.
• Track patterns across requests and surface feedback that helps improve templates and streamline processes over time.
• Test templates from a user and fulfillment perspective to confirm they function as intended, support business needs, and reduce the need for manual workarounds.

Own your workflow

• Use established workflow processes to set clear expectations, document progress, and keep stakeholders informed at every stage.
• Manage multiple concurrent requests simultaneously without letting anything fall through the cracks.

Contribute to a high-performing team

• Actively support team initiatives, change management efforts, and a culture that values curiosity, accountability, and growth.

What you have

WHAT YOU BRING

Required

• Bachelor's degree or equivalent experience, ideally with exposure to financial services or benefits-related fields.
• Strong written and verbal communication skills — you can simplify complex information and write clearly for different audiences.
• Proven ability to manage multiple projects simultaneously and drive each one to a smooth, on-time close.
• Exceptional attention to detail and a commitment to accuracy, even under tight timelines.
• A proactive, solutions-oriented mindset — you anticipate problems and propose fixes before they become issues.
• Strong relationship skills and the ability to influence outcomes without relying on formal authority.
• Comfort working both independently and collaboratively, adapting to whatever the situation requires.

Nice to Have

• Experience producing communications in a qualified retirement plan, financial services, or employee benefits environment.
• Familiarity with retirement plan compliance guidelines and regulatory communication requirements.
• Hands-on experience with enterprise project management tools such as Workfront, Jira, or similar platforms.