What are the responsibilities and job description for the Delivery Manager, Retirement Plan Communications position at Charles Schwab?
Your opportunity
About The Team
The Workplace Participant Marketing team is on a mission to create better financial outcomes for plan participants — demystifying investing and making it accessible to everyone, regardless of experience, age, or income level. We help participants understand the true value of their employer-sponsored equity and retirement benefits, and how those benefits connect to their broader financial life and long-term goals.
We believe workplace benefits are a powerful launching pad for financial wellness. At Schwab, that belief drives everything we do — and it shows up in every communication we deliver.
THE ROLE
As a Delivery Manager, you'll be at the center of making things happen. You'll own the end-to-end fulfillment of retirement plan communications — from the moment a request lands to the moment participants receive it. This is a hands-on execution role built for someone who thrives on getting things done, sweats the details, and takes pride in running a clean, efficient operation.
You'll partner closely with Participant Engagement Consultants, Relationship Managers, and other client-facing teams to translate communication strategies into polished, accurate deliverables. When you see a better way to work, you'll say so — and help build it.
What You'll Do
Execute communication requests end-to-end
Required
WHAT YOU BRING
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:
About The Team
The Workplace Participant Marketing team is on a mission to create better financial outcomes for plan participants — demystifying investing and making it accessible to everyone, regardless of experience, age, or income level. We help participants understand the true value of their employer-sponsored equity and retirement benefits, and how those benefits connect to their broader financial life and long-term goals.
We believe workplace benefits are a powerful launching pad for financial wellness. At Schwab, that belief drives everything we do — and it shows up in every communication we deliver.
THE ROLE
As a Delivery Manager, you'll be at the center of making things happen. You'll own the end-to-end fulfillment of retirement plan communications — from the moment a request lands to the moment participants receive it. This is a hands-on execution role built for someone who thrives on getting things done, sweats the details, and takes pride in running a clean, efficient operation.
You'll partner closely with Participant Engagement Consultants, Relationship Managers, and other client-facing teams to translate communication strategies into polished, accurate deliverables. When you see a better way to work, you'll say so — and help build it.
What You'll Do
Execute communication requests end-to-end
- Pull proofs, review content for accuracy, manage edits and approvals, and fulfill communications via direct mail, bulk ship, and email.
- Work within our Schwab Communications Management Platform (SCMP) to produce and manage template-based participant communications.
- Hit deadlines consistently — you're the person partners count on to see requests through to completion.
- Work side-by-side with Participant Engagement Consultants and Relationship Managers to understand each plan sponsor's goals and translate them into effective deliverables.
- Evaluate available solutions and communicate clearly on what's possible within existing tools and templates.
- Work directly with business partners to gather feedback on communication templates, clarify needs, and identify opportunities to improve usability, accuracy, and consistency.
- Champion the use of existing templates and content — identify where a standard solution works and make the case for it.
- Advise business partners on how to get the most out of available resources while minimizing custom production overhead.
- Track patterns across requests and surface feedback that helps improve templates and streamline processes over time.
- Test templates from a user and fulfillment perspective to confirm they function as intended, support business needs, and reduce the need for manual workarounds.
- Use established workflow processes to set clear expectations, document progress, and keep stakeholders informed at every stage.
- Manage multiple concurrent requests simultaneously without letting anything fall through the cracks.
- Actively support team initiatives, change management efforts, and a culture that values curiosity, accountability, and growth.
Required
WHAT YOU BRING
- Bachelor's degree or equivalent experience, ideally with exposure to financial services or benefits-related fields.
- Strong written and verbal communication skills — you can simplify complex information and write clearly for different audiences.
- Proven ability to manage multiple projects simultaneously and drive each one to a smooth, on-time close.
- Exceptional attention to detail and a commitment to accuracy, even under tight timelines.
- A proactive, solutions-oriented mindset — you anticipate problems and propose fixes before they become issues.
- Strong relationship skills and the ability to influence outcomes without relying on formal authority.
- Comfort working both independently and collaboratively, adapting to whatever the situation requires.
- Experience producing communications in a qualified retirement plan, financial services, or employee benefits environment.
- Familiarity with retirement plan compliance guidelines and regulatory communication requirements.
- Hands-on experience with enterprise project management tools such as Workfront, Jira, or similar platforms.
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
Salary : $90,000 - $100,000