Senior Manager, Participant Experience Consultant (Remote)

Charles Schwab; Richfield (OH); Remote; USD 74,000 - 154,000; Full time

Job summary

An established industry player is seeking a Senior Manager, Participant Experience Consultant to drive market expansion and enhance client engagement in the retirement plan sector. This fully remote role is perfect for a self-motivated professional with a deep understanding of participant communications and a knack for building trust with clients. You will collaborate with various teams, develop impactful strategies, and present insights to decision-makers, all while enjoying a supportive culture that prioritizes your development. Join a forward-thinking company that values flexibility and empowers you to make a significant impact.

Benefits

401(k) with company match

Paid time for vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• 5+ years of experience in retirement plan industry.
• Active FINRA Series 7 and 63 licenses required.

Responsibilities

• Partner with sales teams to enhance participant experience.
• Develop strategies for effective participant communication.

Skills

Retirement plan industry experience

Presentation skills

Communication skills

Interpersonal skills

Organizational skills

Education

Bachelor’s degree or equivalent experience

Job description

Join to apply for the Senior Manager, Participant Experience Consultant (Remote) role at Charles Schwab

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This range is provided by Charles Schwab. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$74,900.00/yr - $153,100.00/yr

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 are looking for a self-motivated sales support professional to help execute our market expansion strategy and grow our client base. The Senior Manager, Participant Experience Consultant will have retirement plan industry experience and a deep understanding of the Schwab Retirement Plan Services (SRPS) participant experience and sales model across all market segments. You will support our National Market.

What You Will Be Responsible For

1. Partner with the National Sales, Business Acceptance and Proposal teams as a business expert for all aspects of the SRPS participant experience, including communications, technology (web/mobile), education delivery, call center, and advice/managed accounts
2. Help develop effective strategies to depict the participant experience during the sales process
3. Effectively articulate and demonstrate the entirety of the participant experience in live and virtual presentation settings
4. Maintain an understanding of the competitive landscape and provide input on directional issues and decisions
5. Track sales assignments, activity, and outcomes, and maintain up-to-date and accurate data

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

1. Bachelor’s degree or equivalent experience
2. Active and valid FINRA Series 7 and 63 licenses
3. A minimum of 5 years of retirement plan industry experience combined with expertise directly related to participant communications, education, and advice
4. Ability to collaborate across organizational lines, build productive relationships quickly, and instill trust and confidence through a personal work ethic and standards of the highest level
5. Outstanding presentation and communication skills with the ability to impart confidence with executives who are typically in decision-maker roles
6. Strong listening, interpersonal and consulting skills to interact with different levels within the prospect/consultant organization
7. Capacity to work independently with minimal supervision
8. Effective organizational skills and ability to handle multiple assignments at a given time
9. Ability to meet deadlines and manage through issues and constraints
10. Strong knowledge of competitors' products, services, strengths, and weaknesses in the retirement plan industry
11. Extensive travel

Preferred Qualifications

1. Minimum of 2 years of sales support or pre-sales experience
2. Certified Financial Planner (CFP) or other similar industry designation preferred

This is a fully remote opportunity. The preferred locations are Austin, Denver, Phoenix, Richfield, or Westlake

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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Business Development and Sales