Sr. Team Manager - Participant Education (PL)
Your Opportunity
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 Retail Extension supports the WFS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Services, and Designated Brokerage Services. The Participant Education and Events Teams are 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’ eyes approach”.
As a seasoned professional in the Financial Services industry, your leadership experience is built on a foundation of coaching and development, with an emphasis on accountability for driving results.
Fostering a culture of growth - Leading by example, you’re a growth-oriented leader with a focus on personal/professional development, championing new ideas for yourself and your team.
Building collaborative relationships - You naturally build and foster relationships with other department leaders, your team, and internal business partners. Internal partners include WFS Client Service teams, Marketing, Workplace Retail Extension (and other Workplace and Centralized Solutions teams) and the Branch Network.
Developing others - We are seeking an individual with strong financial services experience (Retirement/Financial planning, ERISA regulations & workplace benefit offerings and an understanding of Schwab’s retail offer) to develop and lead a team of investment professionals who are often the face of Schwab to our corporate clients and their employees.
Managing change - The Senior Team Manager will actively seek opportunities to evolve our service model for greater business impact, while developing strategies and communicating expectations to drive necessary change.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work onsite in specified location.
What you have
We place a premium on leaders with a coaching and growth-oriented mindset that are able to drive strong results. Essential skills/experiences include:
Required:
- Demonstrated success leading client facing teams in Qualified Retirement Plans, Financial Services, or similar.
- 10+ years Financial Services industry experience; ideally with 6+ years specific Retirement Plan
- Bachelor’s degree required; Master’s Degree (or equivalent business experience) preferred
- Active and valid FINRA Series 7, 66 and 9/10 (May consider 120-day COE for 9/10)
- Superior coaching mentality with emphasis on mentoring, training, and performance management
Preferred:
- Experience with remote teams preferred
- Strong strategic communication skills, able to influence partners and stakeholders
- Proven relationship building skills - ability to develop internal and external partnerships and successfully collaborate on projects
- Strong organization and time management skills with proven ability to prioritize
- High achievement orientation, measures success through quantitative and qualitative results
- CFP® or other industry designations highly desired
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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
We place a premium on leaders with a coaching and growth-oriented mindset that are able to drive strong results. Essential skills/experiences include:
Required:
- Demonstrated success leading client facing teams in Qualified Retirement Plans, Financial Services, or similar.
- 10+ years Financial Services industry experience; ideally with 6+ years specific Retirement Plan
- Bachelor’s degree required; Master’s Degree (or equivalent business experience) preferred
- Active and valid FINRA Series 7, 66 and 9/10 (May consider 120-day COE for 9/10)
- Superior coaching mentality with emphasis on mentoring, training, and performance management
Preferred:
- Experience with remote teams preferred
- Strong strategic communication skills, able to influence partners and stakeholders
- Proven relationship building skills - ability to develop internal and external partnerships and successfully collaborate on projects
- Strong organization and time management skills with proven ability to prioritize
- High achievement orientation, measures success through quantitative and qualitative results
- CFP® or other industry designations highly desired
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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.