Director, Relationship Management (PL) - Retirement Plan Services - Mega Market
Your Opportunity
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.
As a Mega Market Relationship Manager for Schwab Retirement Plan Services, you will apply advanced clientrelationship leadership, strategic consulting, and retirement plan expertise to guide Schwab’s largest enterprise clients. This role centers on using your skills to influence executive decision makers, solve complex organizational challenges, and advance clients’ total rewards and financial wellbeing strategies.
You will leverage strong executive communication, strategic influence, and business acumen to understand client priorities, anticipate emerging needs, and deliver insights that shape long‑term outcomes. Your deep technical skills across 401(k), Defined Benefit, Cash Balance, and Nonqualified Deferred Compensation plans enable you to identify risks, propose solutions, and articulate plan design and regulatory considerations with confidence.
This position also draws on your leadership and coaching skills as you guide a high‑performing team responsible for operational accuracy and daily service delivery. You’ll foster a culture of accountability, critical thinking, continuous improvement, and client‑first execution.
If you excel at navigating complexity, influencing decisions, and delivering enterprise‑level value, this role offers the opportunity to lead at scale while advancing Schwab’s mission to serve clients with integrity and innovation.
What you have
Required:
- 12+ years of relationship management or client leadership experience within retirement, investments, or benefits consulting.
- Expertise across retirement plan types (DC, DB, Cash Balance, NQDC)
- Validated understanding of ERISA, industry rules and regulations, and non-qualified plan design.
- Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, other investment products, in-plan advice and guidance, and managed account services.
- Executive relationship management and credibility with C‑suite stakeholders
- Consultative problem‑solving across complex retirement program environments
- Risk identification and mitigation rooted in ERISA and regulatory knowledge
- Strategic planning and governance facilitation
- Cross‑functional collaboration with product, compliance, investment, actuarial, and technology partners
- Clear, compelling communication—written, verbal, and presentation
- Sound judgment and resilience in high‑visibility client situations
- Ability to travel up to 50% of the time
Preferred:
- ASPPA, CEBS and/or NIPA designation preferred. QPA, CPC or equivalent certification/designations preferred.
- Broader total rewards or financial wellness knowledge preferred.
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:
- 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
What you are good at
What you have
Required:
- 12+ years of relationship management or client leadership experience within retirement, investments, or benefits consulting.
- Expertise across retirement plan types (DC, DB, Cash Balance, NQDC)
- Validated understanding of ERISA, industry rules and regulations, and non-qualified plan design.
- Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, other investment products, in-plan advice and guidance, and managed account services.
- Executive relationship management and credibility with C‑suite stakeholders
- Consultative problem‑solving across complex retirement program environments
- Risk identification and mitigation rooted in ERISA and regulatory knowledge
- Strategic planning and governance facilitation
- Cross‑functional collaboration with product, compliance, investment, actuarial, and technology partners
- Clear, compelling communication—written, verbal, and presentation
- Sound judgment and resilience in high‑visibility client situations
- Ability to travel up to 50% of the time
Preferred:
- ASPPA, CEBS and/or NIPA designation preferred. QPA, CPC or equivalent certification/designations preferred.
- Broader total rewards or financial wellness knowledge preferred.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.