Delivery Manager, Retirement Plan Communications
Your Opportunity
Your opportunity
ABOUT THE TEAM
The Workplace Participant Marketing team is on a mission to create better financial outcomes for plan participants — demystifying investing and making it accessible to everyone, regardless of experience, age, or income level. We help participants understand the true value of their employer-sponsored equity and retirement benefits, and how those benefits connect to their broader financial life and long-term goals.
We believe workplace benefits are a powerful launching pad for financial wellness. At Schwab, that belief drives everything we do — and it shows up in every communication we deliver.
THE ROLE
As a Delivery Manager, you'll be at the center of making things happen. You'll own the end-to-end fulfillment of retirement plan communications — from the moment a request lands to the moment participants receive it. This is a hands-on execution role built for someone who thrives on getting things done, sweats the details, and takes pride in running a clean, efficient operation.
You'll partner closely with Participant Engagement Consultants, Relationship Managers, and other client-facing teams to translate communication strategies into polished, accurate deliverables. When you see a better way to work, you'll say so — and help build it.
WHAT YOU'LL DO
Execute communication requests end-to-end
- Pull proofs, review content for accuracy, manage edits and approvals, and fulfill communications via direct mail, bulk ship, and email.
- Work within our Schwab Communications Management Platform (SCMP) to produce and manage template-based participant communications.
- Hit deadlines consistently — you're the person partners count on to see requests through to completion.
Collaborate with client-facing teams
- Work side-by-side with Participant Engagement Consultants and Relationship Managers to understand each plan sponsor's goals and translate them into effective deliverables.
- Evaluate available solutions and communicate clearly on what's possible within existing tools and templates.
- Work directly with business partners to gather feedback on communication templates, clarify needs, and identify opportunities to improve usability, accuracy, and consistency.
Drive efficiency at scale
- Champion the use of existing templates and content — identify where a standard solution works and make the case for it.
- Advise business partners on how to get the most out of available resources while minimizing custom production overhead.
- Track patterns across requests and surface feedback that helps improve templates and streamline processes over time.
- Test templates from a user and fulfillment perspective to confirm they function as intended, support business needs, and reduce the need for manual workarounds.
Own your workflow
- Use established workflow processes to set clear expectations, document progress, and keep stakeholders informed at every stage.
- Manage multiple concurrent requests simultaneously without letting anything fall through the cracks.
Contribute to a high-performing team
- Actively support team initiatives, change management efforts, and a culture that values curiosity, accountability, and growth.
What you have
WHAT YOU BRING
Required
- Bachelor's degree or equivalent experience, ideally with exposure to financial services or benefits-related fields.
- Strong written and verbal communication skills — you can simplify complex information and write clearly for different audiences.
- Proven ability to manage multiple projects simultaneously and drive each one to a smooth, on-time close.
- Exceptional attention to detail and a commitment to accuracy, even under tight timelines.
- A proactive, solutions-oriented mindset — you anticipate problems and propose fixes before they become issues.
- Strong relationship skills and the ability to influence outcomes without relying on formal authority.
- Comfort working both independently and collaboratively, adapting to whatever the situation requires.
Nice to Have
- Experience producing communications in a qualified retirement plan, financial services, or employee benefits environment.
- Familiarity with retirement plan compliance guidelines and regulatory communication requirements.
- Hands-on experience with enterprise project management tools such as Workfront, Jira, or similar platforms.
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:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
WHAT YOU BRING
Required
- Bachelor's degree or equivalent experience, ideally with exposure to financial services or benefits-related fields.
- Strong written and verbal communication skills — you can simplify complex information and write clearly for different audiences.
- Proven ability to manage multiple projects simultaneously and drive each one to a smooth, on-time close.
- Exceptional attention to detail and a commitment to accuracy, even under tight timelines.
- A proactive, solutions-oriented mindset — you anticipate problems and propose fixes before they become issues.
- Strong relationship skills and the ability to influence outcomes without relying on formal authority.
- Comfort working both independently and collaboratively, adapting to whatever the situation requires.
Nice to Have
- Experience producing communications in a qualified retirement plan, financial services, or employee benefits environment.
- Familiarity with retirement plan compliance guidelines and regulatory communication requirements.
- Hands-on experience with enterprise project management tools such as Workfront, Jira, or similar platforms.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment 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 policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.