Sr. Team Manager - Participant Education (PL)

Position Type : Regular

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

Developing others

Managing 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 66 and 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 :