Senior Manager, Participant Experience Consultant (Remote)

Charles Schwab-posted 8 months ago
Full-time • Senior
Remote • Westlake, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We are looking for a self-motivated sales support professional to help execute our market expansion strategy and grow our client base. The Senior Manager, Participant Experience Consultant will have retirement plan industry experience and a deep understanding of the Schwab Retirement Plan Services (SRPS) participant experience and sales model across all market segments. You will support our National Market.

  • 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
  • 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
  • Minimum of 2 years of sales support or pre-sales experience
  • Certified Financial Planner (CFP) or other similar industry designation preferred
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