Senior Manager, Participant Experience Consultant (Remote)

Charles Schwab; Westlake (TX); Remote; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a motivated individual to enhance the participant experience in the retirement plan sector. This fully remote role offers the flexibility to work from anywhere, along with a competitive benefits package that includes a 401(k) with company match, paid time off for vacation and volunteering, and a unique 28-day sabbatical after five years of service. Ideal candidates will possess exceptional communication and presentation skills, along with a strong background in the retirement plan industry. If you are passionate about career growth and making a difference, this opportunity is perfect for you.

Benefits

401(k) with company match

Employee stock purchase plan

Paid parental leave

28-day sabbatical every 5 years

Paid time for vacation

Volunteering time off

Qualifications

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

Responsibilities

• Partner with teams to enhance the participant experience.
• Monitor sales activities and ensure accurate data maintenance.

Skills

Presentation Skills

Communication Skills

Organizational Skills

Sales Support

Education

Bachelor’s Degree

Job description

Employer Industry: Financial Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Fully remote work opportunity with flexibility in work location
- Competitive benefits package, including 401(k) with company match and employee stock purchase plan
- Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
- Supportive culture focused on personal and professional development
- Paid parental leave and family building benefits

What to Expect (Job Responsibilities):
- Partner with National Sales, Business Acceptance, and Proposal teams to enhance the SRPS participant experience
- Develop effective strategies for showcasing the participant experience during the sales process
- Present and articulate the participant experience in both live and virtual settings
- Monitor sales assignments, activities, and outcomes, ensuring accurate data maintenance
- Stay informed on the competitive landscape and contribute to strategic decisions

What is Required (Qualifications):
- Bachelor’s degree or equivalent experience
- Active and valid FINRA Series 7 and 63 licenses
- Minimum of 5 years of retirement plan industry experience with a focus on participant communications and education
- Exceptional presentation and communication skills, particularly with decision-makers
- Strong organizational skills and ability to manage multiple assignments under deadlines

How to Stand Out (Preferred Qualifications):
- Minimum of 2 years of sales support or pre-sales experience
- Certified Financial Planner (CFP) or similar industry designation

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