Job Description

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.

As a financial services leader, The Charles Schwab Corporation, Inc. aims to be the most trusted leader in investment services. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and independent advisors who serve them. Retirement Business Services (RBS), within Workplace Financial Services (WFS), provides trust, custody, self-directed brokerage, trading, and technical services through Charles Schwab Trust Bank, Charles Schwab & Co., Inc. and Schwab Retirement Technologies. RBS is growing rapidly by providing retirement plan trust and custody services, as well as self-directed brokerage account services, to independent recordkeepers, Registered Investment Advisors (RIAs) and Third-Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationships.

The Retirement Business Services (RBS) Client Experience Group's objective is to deliver competitive products and services to the intermediaries it serves. A strong understanding of the retirement market and the ability to identify our clients’ business needs is paramount to our success. Within this group, the Business Support/Communications Team is responsible for developing effective strategies and partnership & marketing communications to build and strengthen relationships with independent retirement plan providers and advisors. This team develops partnership & marketing communications and maintains content and material delivered through various channels on subjects that support existing and new clients.

As the Sr. Specialist, Communications, you will serve a key role in RBS’s efforts to engage and showcase our capabilities to prospective and current clients by managing a range of partnership & marketing communications and content. RBS’s product suite includes a broad range of operational services designed to serve employee benefit plans—the vast majority of which are 401(k) plans. Critical to providing these services is our ability to maintain and optimize marketing and operational material and communicate updates and changes to our offerings in a succinct and timely manner.

You would be responsible for supporting the development and implementation of integrated communication plans for products and services using multiple communications channels including but not limited to email communications, web content, event materials, internal messaging, and client meetings, while also playing a key role in maintaining disclosure language and facilitating updates to forms, agreements, and other client-facing documents. You will work closely with business partners in Sales and Relationship Management, Product Management, Compliance, Legal and Publishing to support development and maintenance of key marketing and operational content, as well as external and internal messaging through appropriate channels. You will also support the RBS Executive Leadership Team with employee communications, including reporting, presentations, meeting materials and more.

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

• Bachelors degree or equivalent experience
• Strong communication skills - written and verbal
• Experience working within a matrix organization and collaborating on cross-enterprise initiatives with a focus on meeting the needs of multiple audiences
• Ability to foster ideation, communication strategies and increased engagement through third party partnership organizations
• Proven ability to develop effective client-centric communications programs which generate results
• Experience in integrated marketing and its channels: email, direct mail, print, digital, events, social media
• Proficiency with Microsoft office applications, including SharePoint, as well as CRM software or database applications

Preferred Qualifications

• 2+ years related experience in marketing communications experience
• Experience in financial services and/or retirement plan experience

Success factors:

• Organized & detail oriented
• Ability to grasp complex concepts relatively quickly
• Strong analytical problem-solving skills
• Ability to connect strategic objectives to tactical implementation
• Ability to support multiple projects and priorities with short timelines
• Capable of working independently, and as part of a well-coordinated team to meet business needs and target dates
• Supportive & collaborative