Knowledgebase Sr Manager

Charles Schwab   •  

Richfield, OH

Industry: Financial Services


5 - 7 years

Posted 387 days ago

This job is no longer available.


We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s 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 ‘own your tomorrow’ 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 40years 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.

Our Opportunity:

Reporting to the Managing Director of Sales Administration and Consultant Support, the Knowledgebase Manager will be responsible for oversight of the sales support proposal database, all external consultant databases and annual marketing/public relations survey management.  This position requires a unique combination of technical, retirement industry, communication, and project management skills to effectively manage the information sources available to sales and related business partners.  The Knowledgebase Manager will be required to interface on a daily basis with members of the Business Acceptance and Development team, Marketing, Client Services, Consultant Support, Stock Plan Services, external consulting firms and various subject matter experts throughout the organization. 

What you’ll do:

Technical responsibilities will include:

  • Maintaining and improving database content structure, categorization, and maximization of search effectiveness
  • Maximize the capabilities and usage of proposal management tools (PMAPS)
  • Access and security control of the database for various user levels
  • Marketing content categorization and management via internal web site
  • Generation of reports for usage tracking and information validation process

 Business responsibilities will include:

  • Continual content reviews of database information with subject matter experts to ensure accuracy and quality of the information stored in addition to a sound understanding of the content for proper categorization including consultant specific databases
  • Identification of marketing collateral and collaboration with content developers and users to ensure accurate categorization of information for efficient access by user community
  • Interface with other business units to leverage sharing of knowledgebase and identify best practices for usage

What you have:

  • 3+ years of technical experience working with database structures and/or management or project management
  • 5+ years of retirement planexperience
  • Proven ability to communicate technical information in a clear manner
  • Work is performed under moderate supervision and is subject to regular review for soundness of judgment, accuracy and progress toward completion
  • Detailed knowledge of computer and related software applications including MSOffice & Web tools
  • Familiarity with proposal management tools (PMAPS, RFP Machine, or Sant) is a plus       
  • Bachelor’s degreerequired
  • Exceptional written and oral communication skills
  • Ability to operate independently and as part of a team
  • Ability to operate well under pressure and meet deadlines
  • Attention to detail is imperative
  • Exceptional time management and organizational skills
  • Experience in managing multiple, deadline-driven projects and ability to effectively multi-task

 What you’ll 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