Sr Manager – Participant Education Presenter (IC)

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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 believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Senior Manager – Participant Education Presenter

Workplace Services is a growing enterprise at Charles Schwab. Workplace Investor Solutions, along with other Branch Network teams, support the WS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Participant Services, and Designated Brokerage Services. The Participant Education Presenter is experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our “Seeing through clients’ eye’s approach”.

As a Senior Manager - Participant Education Presenter, you’ll work within a highly collaborative and results-oriented team, accountable for driving organizational growth by helping plan participants become life-long Schwab clients through the following methods:

• Engage with plan participants in 1:many and 1:1 settings (both onsite and virtual) to deepen their relationship with and/or introduce them to all that Schwab has to offer.
• Develop a thorough understanding of Schwab’s value proposition, integrating it into the WS Participant Experience when appropriate to support Schwab’s growth strategy.
• Establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams.
• Effectively communicate to ensure successful end-to-end execution of participant engagement strategies.
• Innovate and embrace new ideas to support the continuous evolution of our education offer.
• Accountable for meeting (exceeding) performance targets independently.
• Travel required. May travel 25% - 50%+ of the time (varies based on region/market/business needs).

What you have

Required Qualifications:

• 8+ years of successful experience in Equity Compensation, Employee Benefits or equivalent experience in a Financial Services role.
• 5+ years demonstrated public speaking (presenting and facilitation) skills: leading meetings, influencing others, and inspiring action.
• Series 7 and 66 licenses required (66 eligible for a COE), along with advanced equity compensation knowledge, CEP Level lll strongly preferred.
• Bachelor's degree or equivalent experience demonstrating equity compensation knowledge.
• Proven experience partnering with cross-functional business partners, including Marketing and Technology teams, to drive organizational results.
• Excellent organization, high attention to detail, and time management skills.
• High achievement orientation measuring success through quantitative results.
• Good business judgment and knows when to utilize resources.
• Willingness to step outside of your comfort zone.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.