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Manager, Communication Consultant

Location Lone Tree, Colorado, United States; Austin,Texas,United States;Phoenix,Arizona,United States;Richfield,Ohio,United States; Requisition ID 2022-83813 Category Sales & Relationship Management Position Type Regular CO Salary Range 63,400 - 125,500
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Your Opportunity


Schwab Retirement Plan Services (SRPS), an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. Schwab offers full-service retirement plans featuring complete retirement services for defined contribution, defined benefit, and non-qualified plans. 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 helps employers offer competitive employee benefits. Additionally, SRPS introduces participants to the range of valuable products and services available to them through Schwab more broadly, thereby helping them achieve Schwab’s purpose, to help every investor be financially fit.

Our Communication Consulting team objective is to know our clients and institutionalize internal planning and external communication processes around our clients. We will improve client retention through needs-based client consulting and engagement strategies that drive better participant outcomes. We have dedicated teams that support different plan sizes and complexities.

What you are good at


As a Communication Consultant, you will be accountable to develop, deliver and manage an effective engagement strategy for Stock Plan Services clients. We will look to you to:

  • Establish a trusted partnership with the employer  and be part of a consultative service team to meet the client’s objectives and deliver upon 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.
  • Regularly check-in with internal business partners 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 and conversion processes
  • Drive thought leadership to maximize the participant experience
  • Identify trends in participant behaviors and share information with leadership/Client Experience 

What you have


  • Bachelor’s degree or equivalent experience demonstrating a strong understanding of Equity Compensation plans.
  • Prefer 5+ years of successful experience in Equity Compensation, Employee Benefits or equivalent experience in a consultative marketing role
  • High achievement orientation
  • Measures success through quantitative results
  • Articulate communicator with good listening skills
  • Presents well in person, on the phone, in meetings, and in written form
  • Sociable, outgoing, and engaging.  Likes to influence others and is a team player
  • Passionate about client service.  Likes to make a contribution and help others succeed
  • Excellent project and time management skills.  Able to manage multiple priorities and many details, to handle deadline pressure, to drive the project to completion smoothly, to keep people informed, to document appropriately.
  • Active eager learner able to quickly establish personal credibility.  Quickly learns from experience and translates learning into new behavior and approaches. 
  • Good judgment.  Knows when and how to call on other resources
  • Strong PowerPoint Skills ability to design, create and modify presentations
  • Able and willing to travel occasionally, some overnight travel.
  • Demonstrated ability to influence and negotiate
  • Collaborative with proven ability to develop internal and external partnerships
  • High achievement orientation, measures success through quantitative results

Colorado Compensation 

Target Total Compensation – $63,400 – $125,500

Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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