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in Bell, CA

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Hours Full-time, Part-time
Location Bell, California

About this job

Position Type: Regular
Your Opportunity

Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to-large-sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.

Our Participant Education Team objective is to help participants “Own Their Tomorrow” through engaging, action-focused education experiences that enable participants to build a deeper relationship with Schwab. This is done by earning participant’s trust through consultative interactions, understanding their unique needs and positioning solutions when appropriate.

As a Manager - Participant Education Presenter, you are a retirement plan and benefits industry professional with a demonstrated ability to engage plan participants, whether in-person or virtual, with an emphasis on inspiring participants to take their next best step. Additionally, you have a growth mindset and strong desire to collaborate with business partners, working together to achieve organizational goals while creating a best-in-class education offer.

What you’ll do:

  • Establish a thorough understanding of the value of our Participant Experience and Communication offering, and foster awareness among clients and business partners.
  • Know our clients, establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams.
  • Engage with plans sponsors and participants to deepen their relationships with all that Schwab has to offer.
  • Maintain effective communication with internal business partners to ensure successful end-to-end execution of the participant engagement strategy.
  • Identify gaps in our Participant Experience and communication offerings and share information with leadership.
  • Inspire participant action by engaging in needs-based dialogue and matching with Schwab financial solutions.
  • Embrace new ideas to support the continuous evolution of the team and the Schwab organization.
  • Accountable to meet then exceed performance targets independently.
  • Travel required. May travel 25% - 50%+ of the time (varies based on market/business needs).
What you have

You must be a professional with a minimum of 5 years in the retirement and benefits or financial services industry, with a strong knowledge of investments, general financial planning principles, and equity compensation.

  • Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans, NQDCs, and Equity Compensation.
  • 5+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role.
  • 3+ years demonstrated public speaking (presenting and facilitating) skills: facilitating meetings, influencing others, and inspiring action.
  • Bi-lingual Spanish/English communicator: proficient in writing and speaking.
  • Series 7 and 66 licenses highly desired.
  • CFP® or other industry designations preferred.
  • Articulate communicator with strong listening skills; presents well in person, on the phone, and virtual meetings.
  • Ability to work cross-functionally in partnership with client service teams to strategize participant engagement with plan sponsors.
  • Excellent organization, high attention to detail, and time management skills.
  • High achievement orientation, with demonstrated success working independently and exceeding performance standards.
  • Demonstrates good business judgment and knows when to use resources to accomplish tasks.
  • Quickly learns from experience and translates learning into new behaviors.
  • Willingness to step outside of your comfort zone