Sr. Manager, Participant Engagement Consultant (Retirement and Stock Plan Services)

Charles Schwab Inc.•Westlake, TX

4d•$93,300 - $136,000•Onsite

About The Position

Schwab Workplace Services (WS) offers full-service workplace plans and solutions to client companies, including Retirement Plan Services (RPS) for various plan types and Stock Plan Services (SPS) for equity compensation and employee stock purchase plans. They also provide Designated Brokerage Services (DBS) for monitoring employee trading needs. Schwab's expertise in recordkeeping, investment choice, participant experience, education, advice, and technology helps companies offer competitive employee benefits and introduces participants to Schwab's broader products and services. The Participant Engagement Delivery team focuses on bringing the full value of Schwab to employees by connecting them with relevant resources, education, guidance, financial planning, and solutions to improve financial outcomes. As a Participant Engagement Consultant, you will develop, deliver, and drive participant engagement strategies for assigned clients across retirement and stock plans, working closely with plan sponsors and internal partners to understand client goals, identify needs, and activate Schwab resources.

Requirements

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.
Currently authorized to work in the United States on a full-time basis without employer sponsorship.

Nice To Haves

Understanding of retirement plans, stock plans, financial wellness, or employee benefit programs.
FINRA Series 7 license.

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.