Participant Education Presenter

Job Description

Position Type : Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Workplace Financial Services (WFS) is a growing enterprise at Charles Schwab. Workplace Investor Solutions, along with other Branch Network teams, support the WFS enterprise in unlocking growth across their three primary business lines : Retirement Plan Services, Stock Plan Participant Services, and Designated Brokerage Services. The Participant Education Presenter is experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our “Seeing through clients’ eye’s approach”.

What you’ll do :

As a Manager - Participant Education Presenter, you’ll work within a highly collaborative and results-oriented team, accountable for driving organizational growth by helping plan participants become life-long Schwab clients through the following methods :

• Engage with plan participants in 1 : many and 1 : 1 settings (both onsite and virtual) to deepen their relationship with and / or introduce them to all that Schwab has to offer.
• Develop a thorough understanding of Schwab’s value proposition, integrating it into the WFS Participant Experience when appropriate to support Schwab’s growth strategy.
• Establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams.
• Effectively communicate to ensure successful end-to-end execution of participant engagement strategies.
• Innovate and embrace new ideas to support the continuous evolution of our education offer.
• Accountable for meeting (exceeding) performance targets independently.
• Travel required. May travel 25% - 50%+ of the time (varies based on region / market / business needs).

What you have

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future :