Charles Schwab Communications Consultant in Kansas City Missouri United States

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our 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 Communication Consulting team objective: Improve participant outcomes through strategic communications in collaboration with our clients and business partners.

What you’ll do:

As a Communication Consultant, you will be accountable to develop, deliver and manage an effective communication strategy for each of your assigned clients, encompassing DC, DB, NQ retirement plans and related services. We will look to you to:

  • Establish a trusted partnership with the plan sponsor and be part of a consultative service team to meet the client’s objectives and improve their plan for better participant outcomes
  • Proactively and accurately position Schwab’s services and solutions
  • Manage client expectations to align with stated client agreements, including budget and service parameters
  • Keep key partners informed of each client’s communication strategy, opportunities, etc.
  • Conduct trend analysis and benchmarking data to help inform communication strategy
  • Regularly check-in with Relationship Manager, Client Service Manager and Communication Manager to ensure strategic and tactical alignment of communication plans
  • Partner with Business Development and Sales teams to effectively position Schwab’s strategic communication and advice offerings as key differentiators and to build confidence and credibility with prospective clients during the selling process
  • Drive thought leadership to maximize the participant experience
  • Identify trends in participant communications and share information with leadership/Client Experience

What you have:

  • Demonstrated successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or in a consultative communication role
  • Bachelor’s degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans
  • Strong analytical and consultative skills
  • Articulate communicator with good listening skills; presents well in person, on the phone and in meetings
  • Demonstrated ability to influence and negotiate
  • Collaborative with proven ability to develop internal and external partnerships
  • High achievement orientation; Measures success through quantitative results
  • Able and willing to travel extensively (up to 50%)

What you’ll get:**

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions**
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts**
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer**
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships**
  • Not just a job, but a career, with an opportunity to do the best work of your life**

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

*Please note that we are open to filling this position in other locations than what is listed below in the Requirements section.*

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-6+ yrs, Financial Services-6+ yrs, Retirement Services-2-5 yrs, Communications-2-5 yrs, Communications-6+ yrs, Retirement Services-6+ yrs

Position Located In: TX - Austin, IL - Chicago, AZ - Phoenix, MO - Kansas City, OH - Richfield, FL - Orlando, OH - Cincinnati, CO - Englewood, CA - San Francisco, CO - Denver, IN - Indianapolis

Education: BA/BS

Job Type: Full Time

Job ID: 1001-14470