What are the responsibilities and job description for the Communications with the Public Project Manager position at Charles Schwab?
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.
The Communications with the Public (CWTP) Project Manager will be responsible for supporting and coordinating the review and approval process for SAM’s mutual fund and ETF (Exchange Traded Fund) product-related marketing and advertising collateral, investment adviser communications, and other print and electronic communications. This individual contributor role within SAM Product Management & Innovation will provide guidance to product managers and other content submitters to help ensure collateral adheres to internal and regulatory guidelines applicable to the CWTP review and approval process.
The successful candidate will play a key role in the CWTP and disclosure management process, supporting various business partners by effectively directing the flow of work – from document intake, through various phases of review, to final approval.
Coordinate and facilitate the review and approval process for multiple communications, ensuring both efficiency and compliance with department procedures
Manage and track the status of numerous document review “projects,” coordinating traffic, communicating status, and facilitating all necessary follow-up between document owners and reviewers
Process and prioritize Workfront submissions from internal document owners, including Marketing, Sales, Public Relations, and Product Management
Be a subject matter expert (SME) on the department CWTP procedures, as well as Workfront software functionality to support the process
Serve as a primary point of contact for internal and external reviewers, including Business SMEs (Subject Matter Expert), Legal, Compliance and Series 24 Principals
Maintain accurate documentation on behalf of document owners to ensure timely filing and proper recordkeeping, as required by FINRA (Financial Industry Regulatory Authority)
Assist with ensuring specific Disclosure Documents and disclosures are reviewed, updated, and maintained in line with disclosure management standards
Closely work with partners to optimize, streamline, and identify opportunities to create efficiencies and process enhancements
Cross-train on other Business and Regulatory Communications team functions as needed
Responsibilities may vary based on department need and priorities
What you have
Highly organized, self-directed, and able to follow established procedures consistently
Ability to establish and execute high-quality, consistent work product
5 years of relevant and proven project management experience, preferably in the financial services industry
Bachelor’s degree highly preferred (degree in Business or Finance a plus)
Ability to work well under pressure; anticipate and adapt to continually changing workload priorities; and effectively manage multiple tasks
Solid proficiency using Microsoft Word, Excel, PowerPoint, and Outlook; experience with Workfront a plus
Working knowledge of FINRA and SEC (Securities and Exchange Commission) advertising rules and regulations related to ETF and mutual fund communications, including FINRA Rule 2210 and SEC Rule 482, preferred
Strong technical skills, with ability to quickly learn project management and workflow software / tools
Highly effective planning, organization, and project management skills
Positive attitude with excellent written and verbal communication skills, and a demonstrated ability to successfully collaborate with multiple business partners
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
CO Salary Range : USD $73,100 - $115,000 / Year
What’s in it for you :
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
Salary : $73,100 - $115,000
