Senior Manager Participant Engagement Consultant Retirement and Stock Plan Services

Charles Schwab; Westlake (TX); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Résumé du poste

Schwab Workplace Services seeks a Participant Engagement Consultant to develop, deliver, and drive engagement strategies for retirement and stock plans across client organizations. You will partner with plan sponsors, internal teams, and service units to activate Schwab resources and achieve client goals.

The role emphasizes educating participants, delivering education events, and enhancing engagement outcomes while maintaining a strong client-focused approach in a fast-paced environment.

Qualifications

• 3+ years in financial services, workplace benefits, participant education, relationship management, consulting, or related experience.
• Clear and confident communicator with strong listening skills.
• Ability to translate data and client needs into practical engagement recommendations.

Responsabilités

• Serve as a business-to-business (B2B) consultant to plan sponsors delivering participant engagement.
• Support data-informed engagement plans aligned to client priorities and measurable outcomes.
• Coordinate engagement activities: education events, campaigns, meetings, webinars, targeted communications.

Connaissances

Consulting

Analytical thinking

Problem solving

Client communication

Stakeholder management

Travel readiness

Formation

Bachelor’s degree or equivalent

Description du poste

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days per week in the specified location(s).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Our mission is to provide 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 workplace 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 Participant Engagement Delivery team helps plan sponsors bring the full value of Schwab to their employees. We partner across Workplace Financial Services and Schwab’s broader capabilities to connect participants with relevant resources, education, help, guidance, financial planning and solutions that create better financial outcomes.

As a Participant Engagement Consultant, you will help develop, deliver, and drive participant engagement strategies for assigned clients across retirement plans, stock plans, and related workplace solutions. In this role, you will work closely with plan sponsors, internal partners, and service teams to understand client goals, identify needs, and activate Schwab resources that help employees take meaningful action toward their financial goals and plan-sponsors get the most out of their Schwab relationship.

We will look to you too:

• Serve as a business-to-business (B2B) client-facing consultant to plan sponsors helping to deliver participant engagement. Your job is connecting employees with Schwab’s education, guidance, digital tools, and broader financial solutions.
• 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.

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:

• 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.

Preferred Qualifications:

• Understanding of retirement plans, stock plans, financial wellness, or employee benefit programs.
• FINRA Series 7 license.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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