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
The Workplace Participant Marketing team’s charter is to create better financial outcomes for participants (employees of our corporate clients) by taking the mystery out of investing, and to make it accessible to everyone regardless of experience, age, interest, or income. We’re passionate about helping participants understand the value of their employers’ equity and retirement benefits and how it fits into their overall financial picture and supports their life goals, both short-term and long-term. We want participants to use their benefits as a launching pad into financial wellness, as we believe investing for the future is one of the most important things people can do for themselves and those they care about.
The Senior Communications Manager, Workplace Specialized Communications, is a solutions-oriented role responsible for developing content and consulting with business partners to implement effective communication strategies for our largest and most strategic corporate clients. This individual will report to Specialized Communications Team Lead and collaborate closely with colleagues, client-facing teams, and occasionally external clients to deliver communications that engage participants in their workplace retirement plans and support their broader financial needs. Focus areas will include working with partners to understand communication goals; evaluating available solutions; leveraging and maximizing existing content where possible; and managing the content development process, from writing, curating, and editing, to execution and multi-channel fulfillment.
What you’re good at:
The ideal candidate is a marketing communications pro, skilled at working collaboratively to drive multiple projects to smooth completion, navigating a variety of issues, and adeptly negotiating and influencing stakeholders along the way. This savvy communicator, curator and creator will demonstrate wisdom in how and when they flex each of these strengths. Inherently curious, they are constantly seeking the most efficient, effective way to cut through the clutter and inspire action. Finally, this individual will be comfortable working independently and with others, depending on the need.
Specific responsibilities include:
Developing clear, effective messaging: Whether writing, curating, or editing content, strive to convey complex and technical topics in conversational, relatable language that encourages participants to take action.Collaborating with client-facing teams: Develop and evaluate solutions and alternatives with Communication Consultants, Relationship Managers, and occasionally external clients in support of a plan sponsor’s communication strategy and the participant experience.Driving efficiency and impact: Advise business partners on how to most efficiently use resources to achieve goals, leveraging and maximizing existing content where possible.Project management: Lead the content development process for complex communication and education materials, from creative execution with agency partners and compliance approval to fulfillment via web, direct mail, email, presentations, print/merchandising and digital signage within given timelines.Creating and executing well-documented plans: Communicate clearly with partners and use established workflow processes to set and manage expectations throughout each project.Identifying trends to support new participant experiences: Discover and share new content, template, and campaign needs and ideas to improve efficiency and scale while maintaining a best-in-class participant experience.Mentoring and networking: Training, guiding and mentoring peers within the latitude of established company policies. Networking with key contacts outside own area of expertise.Contributing to a culture of innovation and engagement: Actively support change management, ongoing team evolution, and personal growth.
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have:
Required Qualifications:
Bachelor’s degree or equivalent marketing communications experience, ideally coupled with a background in financial services or other highly regulated industries.A proven track record of writing and developing effective B:B and B:C marketing communications, preferably 5+ years.Demonstrated experience creating communications in a qualified retirement plan, equity plan, financial services, or employee benefits environment, preferably 5+ years.Understanding of retirement and/or equity plan compliance guidelines.High comfort level with Microsoft Office suite (Outlook, Word, PowerPoint) and enterprise-level project management tools, specifically Workfront and Jira.Excellent verbal and written communication skills, including proven writing and editing skills, fanatical attention to detail, and a demonstrated understanding of marketing and technical communications.Ability to synthesize data, identify opportunities, make compelling recommendations, and create a plan to deliver experiences that meet client needs.
Preferred Qualifications:
A bias for action to quickly and creatively problem solve with others to overcome challenges and move projects forward.A positive demeanor, sense of humor, and the flexibility to operate in an environment with multiple deadlines and changing demands.Exceptional relationship-building skills and ability to influence and motivate people without formal authority.Excellent professional judgement and inherent ability to understand when and how to “pick your battles”—when to stand firm or compromise, when to seek counsel, and when to escalate
in addition to the salary range, this role is also eligible for bonus or incentive opportunities
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