Education Consultant II

Education Consultant

Schwab Corporate Services


Position Location: Phoenix, AZ or Richfield, OH


Group Objective:

Design, implement and measure employee education strategies to
achieve measurable results for our plan sponsor clients.

Job Responsibilities:

The role of the Education Consultant is to develop and implement
client education and advice programs for new business and ongoing
clients. The Education Consultant will work directly with the
Conversion Managers and Client Service Managers/Practice Team to
consult with plan sponsors to create and implement education
campaigns to address specific client needs. These campaigns may
address issues around plan conversion, plan participation, increasing
savings rates, participant advice and managed accounts, plan changes,
asset allocation and investing strategies, or investor needs outside
of the plan. It is the responsibility of the Education Consultant to
seek out the needs of the plan sponsor and then create solutions for
those needs. Another critical element will be documenting campaign
results and reporting those results back to the plan sponsor. This
role will require the Education Consultant to develop strong working
relationships with the assigned Client Service Practice Team,
Conversion, and Sales teams. Position to be located in Richfield, OH
or Phoenix.

Qualifications:

Bachelors degree or equivalent work experience. Prefer 8+ years
experience in Qualified Retirement Plans, Financial Planning,
Employee Benefits, or an equivalent Sales or Direct Marketing
background. 4-5 years of related experience to include proven
communication skills and effective public speaking. Strong standup
presentation skills and proven sales experience. Demonstrated
ability to create, communicate and implement a focused Education
Program for clients using proven project management skills. Must be
technically savvy and have a core understanding of our role in
empowering participants with knowledge and engaging participants to
take action. A basic understanding of ERISA, pension/trust
compliance, DC and DB plans is preferred. Broad and comprehensive
knowledge of RPS and Schwab products, services, and delivery channels.
Solid knowledge of investments and financial planning. Good
organizational skills with the ability to work on multiple projects
and complete them within established deadlines.
REQUIREMENTS
4-5 years to include proven public speaking