Senior Participant Engagement Strategist

Charles Schwab Corporation; Westlake (TX); On-site; USD 72,000 - 110,000; Full time

Job summary

Charles Schwab Corporation seeks a Participant Engagement Consultant to develop, deliver, and drive engagement strategies for retirement plans, stock plans, and related workplace solutions. You’ll work with plan sponsors, internal partners, and service teams to understand goals, identify needs, and activate Schwab resources to drive meaningful action.

The role emphasizes data-informed planning, education events, and coordinated campaigns, with travel ~25% and collaboration across teams to

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 business-to-business (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

Client engagement

Consultative selling

Data analysis

Communication

Cross-functional collaboration

Travel 25%

Education

Bachelor's degree

Tools

CRM systems

Data visualization

Job description

Charles Schwab Corporation seeks a Participant Engagement Consultant to develop, deliver, and drive engagement strategies for retirement plans, stock plans, and related workplace solutions. You’ll work with plan sponsors, internal partners, and service teams to understand goals, identify needs, and activate Schwab resources to drive meaningful action.

The role emphasizes data-informed planning, education events, and coordinated campaigns, with travel ~25% and collaboration across teams to