Pay range: USD $93,300.00 - $136,000.00 / Year
Your opportunity
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 4 days per week in the specified location(s).
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Our mission is to provide extraordinary experience for our plan sponsors and give their employees access to education and resources they can use to help transform their financial lives.
Whether an organization needs a fresh approach to their retirement or equity plans or needs to reduce risk with an employee-monitoring program, Schwab Workplace Services (WS) has answers. We offer full-service workplace plans and solutions to our client companies, featuring:
- Retirement Plan Services (RPS) for defined contribution, defined benefit, and non-qualified plans, aligned with our comprehensive recordkeeping services, help plan sponsors build a retirement plan approach that fits their business needs and supports the financial well-being of their employees.
- A broad range of solutions offered through Stock Plan Services (SPS) to publicly traded companies for the administration of their equity compensation and employee stock purchase plans, up to and including full outsourcing capabilities.
- Designated Brokerage Services (DBS) help employers who have a responsibility to monitor employee trading needs through a comprehensive approach, including DBS and financial services for their employees, so they can proactively protect their business and employees.
Schwab's combined expertise in recordkeeping and related services, investment choice and award-winning participant experience, education, and advice as well as high-end technology help our client companies offer competitive employee benefits. Additionally, we introduce participants to the range of valuable products and services available to them through Schwab more broadly.
If you're passionate about providing world class client service and are seeking an opportunity where you're empowered to grow your financial services career with a diverse team, in a fast-paced collaborative work environment - this is the role for you!
The Participant Engagement Delivery team helps plan sponsors bring the full value of Schwab to their employees. We partner across Workplace Financial Services and Schwab's broader capabilities to connect participants with relevant resources, education, help, guidance, financial planning and solutions that create better financial outcomes.
As a Participant Engagement Consultant, you will help develop, deliver, and drive participant engagement strategies for assigned clients across retirement plans, stock plans, and related workplace solutions. In this role, you will work closely with plan sponsors, internal partners, and service teams to understand client goals, identify needs, and activate Schwab resources that help employees take meaningful action toward their financial goals and plan-sponsors get the most out of their Schwab relationship.
We will look to you too:
- Serve as a business-to-business (B2B) client-facing consultant to plan sponsors helping to deliver participant engagement. Your job is connecting employees with Schwab's education, guidance, digital tools, and broader financial solutions.
- Support the development and execution of rel="noopener noreferrer">Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
