Participant Engagement Strategy Lead

Charles Schwab; Westlake (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Charles Schwab seeks a Participant Engagement Consultant to partner with plan sponsors, deliver education, guidance, and Schwab resources that drive meaningful action toward retirement and stock plan goals.

You will work with internal partners, provide data-driven engagement plans, coordinate events and campaigns, and help grow client relationships in a fast-paced, collaborative environment.

Qualifications

• 3+ years of financial services, workplace benefits, participant education, relationship management, consulting, or related experience.
• Bachelor’s degree or equivalent experience.
• Strong consultative, analytical, and problem-solving skills with the ability to translate data and client needs into practical engagement recommendations.
• Clear and confident communicator with strong listening skills and the ability to present effectively in client, participant, and internal meetings.
• Ability to influence, collaborate, and build partnerships across internal teams, plan sponsors, and business partners.
• Comfort coordinating multiple priorities, managing timelines, and delivering high-quality engagement experiences in a fast-paced environment.
• Results-oriented mindset with a focus on improving participant engagement, driving action, and measuring impact.
• Ability to do business travel, approximately 25%, based on client needs and the engagement delivery model.

Responsibilities

• Serve as a B2B client-facing consultant to plan sponsors helping to deliver participant engagement.
• Support the development and execution of data-informed participant engagement plans aligned to client priorities, workforce needs, and measurable outcomes.
• Coordinate and deliver engagement activities such as education events, campaigns, meetings, webinars, targeted communications, and retail engagement experiences.
• Partner with internal teams across Workplace Services and broader Schwab channels to connect participants with relevant resources, products, services, and support.
• Build trusted relationships with plan sponsors and client service teams by providing proactive insights, clear recommendations, and timely follow-through.
• Monitor engagement results, identify trends or gaps, and share recommendations that help improve participant engagement, education effectiveness, and overall client satisfaction.
• Consult to scalable offers and protect resources. Be able to ruthlessly prioritize opportunities and deliver win-win-win situations.
• Support new plan sales efforts by helping articulate Schwab’s participant engagement approach, capabilities, and value proposition to prospective plan sponsors and partners.
• Contribute to sales, retention, and client expansion efforts by articulating how Schwab’s participant engagement capabilities deliver value for plan sponsors and their employees.

Skills

Financial services experience

Relationship management

Consultative skills

Analytical thinking

Problem-solving

Effective communication

Cross-functional collaboration

Multi-priority management

Education

Bachelor's degree or equivalent experience

Job description

Charles Schwab seeks a Participant Engagement Consultant to partner with plan sponsors, deliver education, guidance, and Schwab resources that drive meaningful action toward retirement and stock plan goals.

You will work with internal partners, provide data-driven engagement plans, coordinate events and campaigns, and help grow client relationships in a fast-paced, collaborative environment.