Senior Manager – Participant Experience Consultant
| Company | Charles Schwab |
|---|---|
| Location | Lone Tree, CO, USA, California, 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 | Senior |
Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
- Minimum of 2 years of sales support or pre-sales experience
- Certified Financial Planner (CFP) or other similar industry designation preferred