Live chat
Charles Schwab & Co., Inc

Education Consultant, Stock Plan Services - Military veterans preferred

Charles Schwab & Co., Inc - Lone Tree, CO

\t\t Description: Lone Tree - CO, DENR1, 9800 Schwab Way, 80124Christina Antoinette Peyer0104-37853We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client\u2019s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of \u2018own your tomorrow\u2019 every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.\u00a0Our Opportunity:Our Participant Education and Consulting team\u2019s objective is to improve participant outcomes through strategic communications in collaboration with our clients and business partners. We have dedicated teams that support different plan sizes and complexities.\u00a0What you\u2019ll do:As a Participant Education Consultant, you will be accountable to develop, deliver and manage an effective communication and education strategy for each of your assigned Stock Plan Services clients. We will look to you to:
Establish a trusted partnership with the employer \u00a0and be part of a consultative service team to meet the client\u2019s objectives and deliver upon better participant outcomes
Proactively and\u00a0accurately position Schwab\u2019s services and solutions
Manage client expectations to align with stated client agreements, including budget and service parameters
Keep key partners informed of each client\u2019s communication strategy, opportunities, etc.
Regularly check-in with internal business partners to ensure strategic and tactical alignment of communication plans
Partner with Business Development and Sales teams to effectively position Schwab\u2019s strategic communication and advice offerings as key differentiators and to build confidence and credibility with prospective clients during the selling and conversion processes
Drive thought leadership to maximize the participant experience
Identify trends in participant communications and share information with leadership/Client Experience\u00a0

\u00a0What you have:
Bachelor\u2019s degree or equivalent experience demonstrating a strong understanding of Equity Compensation plans.
Prefer 5 years of successful experience in Equity Compensation, Employee Benefits or equivalent experience in a consultative marketing role.\u00a0
High achievement orientation.
Measures success through quantitative results.\u00a0
Articulate communicator with good listening skills.\u00a0 Presents well in person, on the phone, in meetings, and in written form.
Sociable, outgoing, and engaging.\u00a0 Likes to influence others and is a team player.
Passionate about client service.\u00a0 Likes to make a contribution and help others succeed.
Excellent project and time management skills.\u00a0 Able to manage multiple priorities and many details, to handle deadline pressure, to drive the project to completion smoothly, to keep people informed, to document appropriately.
Active eager learner able to quickly establish personal credibility.\u00a0 Quickly learns from experience and translates learning into new behavior and approaches.\u00a0
Good judgment.\u00a0 Knows when and how to call on other resources.
Strong PowerPoint Skills ability to design, create and modify presentations
Able and willing to travel occasionally, some overnight travel.
Demonstrated ability to influence and negotiate
Collaborative with proven ability to develop internal and external partnerships
High achievement orientation,\u00a0measures success through quantitative results

\u00a0What you\u2019ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life

\u00a0Learn more about Life@Schwab.Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online. \t\t Job Specifications

Relocation Offered?:
No

Work Schedule:
Any Shift

Languages:
English - spoken

Current Licenses / Certifications:
None

Relevant Work Experience:
Education/Training-2-5 yrs, Customer Service-2-5 yrs, Financial Services-2-5 yrs

Position Located In:
CO - Lone Tree

Education:
BA/BS

Job Type:
Full Time

\t\t\t\t\t\t Category:Stock Plan Services \t\t Activation Date: Friday, January 5, 2018 \t\t Expiration Date: Thursday, February 1, 2018 \t\t Apply Here \t
See Job Description

7 days 16 hours ago

Charles Schwab & Co., Inc

apply

Education Consultant, Stock Plan Services - Military veterans preferred Charles Schwab & Co., Inc - Lone Tree, CO, United States

   

Location: Lone Tree, CO

Company Profile:
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.