Senior Manager, Participant Experience Consultant (Remote)

Charles Schwab Corporation; Westlake (TX); Remote; USD 80,000 - 120,000; Full time

Job summary

An innovative firm is seeking a self-motivated Senior Manager, Participant Experience Consultant to drive market expansion and enhance client engagement. This fully remote role requires a deep understanding of retirement plan services and exceptional communication skills to effectively present and articulate the participant experience. The ideal candidate will thrive in a collaborative environment, leveraging their extensive industry experience to build trust and foster relationships across organizational lines. If you are ready to challenge the status quo and make a significant impact in the finance industry, this opportunity is for you.

Qualifications

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

Responsibilities

• Partner with teams to enhance participant experience.
• Track sales assignments and maintain accurate data.

Skills

Sales Support

Retirement Plan Industry Experience

Presentation Skills

Communication Skills

Organizational Skills

Interpersonal Skills

Consulting Skills

Ability to Work Independently

Education

Bachelor’s Degree

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.

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 ourNational Market.

What you will be responsible for:

• 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
• Help develop effective strategies to depict the participant experience during the sales process
• Effectively articulate and demonstrate the entirety of the participant experience in live and virtual presentation settings
• Maintain an understanding of the competitive landscape and provide input on directional issues and decisions
• 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

• Bachelor’s degree or equivalent experience
• Active and valid FINRA Series 7 and 63 licenses
• A minimum of 5 years of retirement plan industry experience combined with expertise directly related to participant communications, education, and advice
• 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
• Outstanding presentation and communication skills with the ability to impart confidence with executives who are typically in decision-maker roles
• Strong listening, interpersonal and consulting skills to interact with different levels within the prospect/consultant organization
• Capacity to work independently with minimal supervision
• Effective organizational skills and ability to handle multiple assignments at a given time
• Ability to meet deadlines and manage through issues and constraints
• Strong knowledge of competitors' products, services, strengths, and weaknesses in the retirement plan industry
• Extensive travel

Preferred Qualifications

• Minimum of 2 years of sales support or pre-sales experience
• 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