Senior Participant Education Presenter

4 weeks ago

Sanger, California, United States Charles Schwab Full time
{"title": "Senior Participant Education Presenter", "content": "Unlock Your Potential

Schwarz Retirement Plan Services, a leading provider of bundled retirement plan services, is seeking a seasoned professional to join our Participant Education Team. As a Senior Manager - Participant Education Presenter, you will be responsible for delivering engaging financial education to groups, both large and small, to help participants "Own Their Tomorrow" through action-focused education experiences.

Key Responsibilities:

  • Establish a thorough understanding 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 plan sponsors and participants to deepen their relationships with all that Schwarz 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 Schwarz financial solutions.
  • Embrace new ideas to support the continuous evolution of the team and the Schwarz organization.
  • Accountable to meet then exceed performance targets independently.

Requirements:

  • 8+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits, or equivalent experience in a Financial Services role.
  • 5+ years demonstrated public speaking (presenting and facilitation) skills: facilitating meetings, influencing others, and inspiring action.
  • Series 7 and 66 licenses highly desired.
  • CFP or other industry designations strongly preferred.
  • Articulate communicator with strong listening skills; presents well in person, on the phone, and virtual meetings.
  • Proven ability to work cross-functionally in partnership with client service teams to strategize participant engagement with plan sponsors.
  • Demonstrated ability to influence without using authority.
  • 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.
  • Bi-lingual Spanish/English communicator preferred: must be proficient in writing and speaking.
  • Quickly learns from experience and translates learning into new behaviors.
  • Willingness to step outside of your comfort zone.

About Us

Schwarz Retirement Plan Services is a leading provider of bundled retirement plan services, offering full-service retirement plans featuring complete retirement services from a single source. Our Participant Education Team is dedicated to helping participants "Own Their Tomorrow" through engaging, action-focused education experiences.

What We Offer

We offer a dynamic and collaborative work environment, opportunities for professional growth and development, and a competitive compensation package.

How to Apply

If you are a seasoned professional with a passion for delivering engaging financial education, we encourage you to apply for this exciting opportunity.

"}

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