Participant Education Presenter - East Coast - Now Hiring
Position Type:
RegularYour OpportunitySchwab Retirement Plan Services, an affiliate of Charles Schwab & Co.
, Inc.
is one of the leading providers of bundled retirement plan services.
For mid-to-large-sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source.
Schwab's combined expertise in recordkeeping and related services, investment choice and award-winning participant experience (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.
Our Participant Education Team objective is to help participants Own Their Tomorrow through engaging, action-focused education experiences that enable participants to build a deeper relationship with Schwab.
This is done by earning participant's trust through consultative interactions, understanding their unique needs and positioning solutions when appropriate.
As a Manager - Participant Education Presenter, you are a retirement plan and benefits industry professional with a demonstrated ability to engage plan participants, whether in-person or virtual, with an emphasis on inspiring participants to take their next best step.
Additionally, you have a growth mindset and strong desire to collaborate with business partners, working together to achieve organizational goals while creating a best-in-class education offer.
What you'll do:
Establish a thorough understanding of the value of our Participant Experience and Communication offering, and foster awareness among clients and business partners.
Know our clients, establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams.
Engage with plans sponsors and participants to deepen their relationships with all that Schwab has to offer.
Maintain effective communication with internal business partners to ensure successful end-to-end execution of the participant engagement strategy.
Identify gaps in our Participant Experience and communication offerings and share information with leadership.
Inspire participant action by engaging in needs-based dialogue and matching with Schwab financial solutions.
Embrace new ideas to support the continuous evolution of the team and the Schwab organization.
Accountable to meet then exceed performance targets independently.
Travel required.
May travel 25% - 50%
of the time (varies based on market/business needs).
What you haveYou must be a professional with a minimum of 5 years in the retirement and benefits or financial services industry, with a strong knowledge of investments, general financial planning principles, and equity compensation.
Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans, NQDCs, and Equity Compensation.
5
years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role.
3
years demonstrated public speaking (presenting and facilitating) skills:
facilitating meetings, influencing others, and inspiring action.
Bi-lingual Spanish/English communicator:
proficient in writing and speaking.
Series 7 and 66 licenses highly desired.
CFP or other industry designations preferred.
Articulate communicator with strong listening skills; presents well in person, on the phone, and virtual meetings.
Ability to work cross-functionally in partnership with client service teams to strategize participant engagement with plan sponsors.
Excellent organization, high attention to detail, and time management skills.
High achievement orientation, with demonstrated success working independently and exceeding performance standards.
Demonstrates good business judgment and knows when to use resources to accomplish tasks.
Quickly learns from experience and translates learning into new behaviors.
Willingness to step outside of your comfort zoneWhat's in it for youAt 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 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 that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance.
Estimated Salary: $20 to $28 per hour based on qualifications.
RegularYour OpportunitySchwab Retirement Plan Services, an affiliate of Charles Schwab & Co.
, Inc.
is one of the leading providers of bundled retirement plan services.
For mid-to-large-sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source.
Schwab's combined expertise in recordkeeping and related services, investment choice and award-winning participant experience (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.
Our Participant Education Team objective is to help participants Own Their Tomorrow through engaging, action-focused education experiences that enable participants to build a deeper relationship with Schwab.
This is done by earning participant's trust through consultative interactions, understanding their unique needs and positioning solutions when appropriate.
As a Manager - Participant Education Presenter, you are a retirement plan and benefits industry professional with a demonstrated ability to engage plan participants, whether in-person or virtual, with an emphasis on inspiring participants to take their next best step.
Additionally, you have a growth mindset and strong desire to collaborate with business partners, working together to achieve organizational goals while creating a best-in-class education offer.
What you'll do:
Establish a thorough understanding of the value of our Participant Experience and Communication offering, and foster awareness among clients and business partners.
Know our clients, establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams.
Engage with plans sponsors and participants to deepen their relationships with all that Schwab has to offer.
Maintain effective communication with internal business partners to ensure successful end-to-end execution of the participant engagement strategy.
Identify gaps in our Participant Experience and communication offerings and share information with leadership.
Inspire participant action by engaging in needs-based dialogue and matching with Schwab financial solutions.
Embrace new ideas to support the continuous evolution of the team and the Schwab organization.
Accountable to meet then exceed performance targets independently.
Travel required.
May travel 25% - 50%
of the time (varies based on market/business needs).
What you haveYou must be a professional with a minimum of 5 years in the retirement and benefits or financial services industry, with a strong knowledge of investments, general financial planning principles, and equity compensation.
Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans, NQDCs, and Equity Compensation.
5
years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role.
3
years demonstrated public speaking (presenting and facilitating) skills:
facilitating meetings, influencing others, and inspiring action.
Bi-lingual Spanish/English communicator:
proficient in writing and speaking.
Series 7 and 66 licenses highly desired.
CFP or other industry designations preferred.
Articulate communicator with strong listening skills; presents well in person, on the phone, and virtual meetings.
Ability to work cross-functionally in partnership with client service teams to strategize participant engagement with plan sponsors.
Excellent organization, high attention to detail, and time management skills.
High achievement orientation, with demonstrated success working independently and exceeding performance standards.
Demonstrates good business judgment and knows when to use resources to accomplish tasks.
Quickly learns from experience and translates learning into new behaviors.
Willingness to step outside of your comfort zoneWhat's in it for youAt 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 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 that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance.
Estimated Salary: $20 to $28 per hour based on qualifications.
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