Communications Consultant

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Job ID:
0504-33950
Job Category:
Retirement Services
Relevant Work Experience:
Marketing-6+ yrs, Retirement Services-6+ yrs
Current Licenses / Certifications:
None
Position Located In:
TX - Austin, OH - Richfield, CO - Lone Tree
Education:
BA/BS
Job Type:
Full Time
Description:

Richfield - OH, OHRICH, 4150 Kinross Lakes Pkwy, 44286
Christal Lynn Fortunato
0504-33950

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 is to know our clients and institutionalize internal planning and external communication processes around our clients. We will maximize 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’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 thorough understanding of the value of our Participant Experience and communication offerings and foster awareness among clients and service teams
  • Know our clients, establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams
  • Develop data-based participant engagement plans aligned with client goals
  • Manage client expectations to align with stated client agreements, including budget and service parameters
  • Maintain effective communication with internal business partners to ensure successful end-to-end execution of participant engagement plans
  • Provide input on client sales strategies and participate in the sales process, including attending sales finals and site visits to win and retain clients
  • Identify trends and gaps in our Participant Experience and communication offerings and share information with leadership 

What you have:

  • At least 5 years of financial services or communication/marketing experience  
  • Employer-sponsored retirement plan expertise preferred
  • Bachelor’s degree
  • Strong analytical and consultative skills
  • Articulate communicator with strong listening skills; presents well in person, on the phone and in meetings
  • Demonstrated ability to influence others and inspire action
  • Collaborative with proven ability to develop internal and external partnerships
  • High achievement orientation, measures success through quantitative results
  • May require 50% or more business travel

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.

 

 


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Marketing-6+ yrs, Retirement Services-6+ yrs
Position Located In: TX - Austin, OH - Richfield, CO - Lone Tree
Education: BA/BS
Job Type: Full Time

Category:Retirement Services
Activation Date: Thursday, May 4, 2017
Expiration Date: Saturday, July 1, 2017
Apply Here
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.