Sr. Manager, Participant Engagement Consultant (retirement And Stock Plan Services)

Charles Schwab

Westlake, TX, US
Base: $93,300.00 - $136,000.00 / year; bonus/equit...
Remote
B2b client-facing
Data-informed engagement plans
Coordinating engagement activities

Salary

Base: $93,300.00 - $136,000.00 / Year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • B2B client-facing
  • data-informed engagement plans
  • coordinating engagement activities
  • building trusted relationships
  • results-oriented mindset
  • business travel

Nice-to-have

  • understanding of retirement plans
  • FINRA Series 7 license
  • financial wellness knowledge

Key Requirements

  • 3+ years of financial services or related experience
  • Bachelor’s degree
  • ability to do business travel
  • must be authorized to work in the US without sponsorship

Work Rights

Must be currently authorized to work in the United States on a full-time basis without employer sponsorship

Tailored Resume

Cover Letter