Manager – Communication Consultant – Workplace Financial Services
| Company | Charles Schwab |
|---|---|
| Location | Lone Tree, CO, USA, Austin, TX, USA, Westlake, TX, USA, Seven Hills, OH, USA, Phoenix, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- At least 2 years working in financial services and experience working with participants/financial services clients, building and/or executing integrated strategies, and working with marketing/communications teams
- Bachelor’s degree or equivalent experience
- Analytical, data interpretation and consultative skills
- Articulate communicator with strong listening skills; presents well in person, on the phone and in meetings
- Proven ability to influence others and inspire action
- Collaborative with proven ability to develop internal and external partnerships
- High achievement orientation, measures success through quantitative results
- Ability to travel 25% or more for business
Responsibilities
- Become an expert in the WFS participant and their experience with Schwab. Learn about our clients, establish a positive relationship with plan contacts and be an active contributor on service teams
- Develop data-driven engagement strategies aligned with client goals that leverage scalable solutions with the power to improve participant outcomes and transform financial lives
- Work with your service team to manage client expectations to align with stated client agreements, including budget and service parameters
- Communicate and collaborate effectively with internal business partners to ensure successful end-to-end execution of participant engagement plans
- Assist in the sales process, which may include attending sales finals and site visits to win and retain clients
Preferred Qualifications
- Workplace benefit plan (retirement plan, stock plan, etc.) experience