Retirement Plan Services Implementation Manager
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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
The SRPS Implementation Team, within Workplace Financial Services (WFS), is committed to providing a seamless transition of retirement plan participant records and assets to Schwab for both new business conversions, plan mergers, and other related activities due to corporate acquisitions. We have assembled a team of some of the most experienced and qualified people in the industry. Also, we provide dedicated operational support to our existing clients to assist with plan provision changes, new features adoption, and transitions to outside recordkeepers. Our goal is to lead the industry in plan conversions, and ongoing plan maintenance, through a proven process that focuses on quality, timeliness and the best overall experience for our clients and their employees.
What you’ll do:
In this role you will perform oversight, planning, and execution of tasks related to existing client conversions, acquisitions/mergers, and ongoing plan maintenance. You will communicate with and manage all internal and external stakeholders on the implementation or maintenance to existing plans; including prior record keepers and successor record keepers, internal Schwab teams, plan sponsors, Trustees/Custodians, and advisors (if needed).
Day to day responsibilities include oversight and execution of the following:
- Documenting all milestones of the plan related activity that we are being tasked with
- Coordinate and manage related activities of clients and internal and external business partners
- Preparing the necessary documentation which include wire/asset transfer responsibilities as needed
- Setting up and reviewing plan setup on our core recordkeeping system (SRI) and RPM using plan documents
- Communicating with Charles Schwab Trust Bank on asset activity and reconciliation support
- Reconciling plan assets to participant recordkeeping balances and trust statements
- Analyzing and loading data along with reviewing various census and administrative reports to ensure accuracy
- Utilize a strong understanding of retirement plans to perform ongoing maintenance to the recordkeeping system to ensure alignment with plan documents
- Based on business need, may assume Team Lead responsibilities as needed.
What you have
Required qualifications:
- Bachelor’s degree or equivalent
- 5 + years’ experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus)
Preferred qualifications
- Strong Excel skills
- Excellent written and oral communication skills
- Strong customer focus, including ability to think in terms of the customers perspective and expectation
- QKA designation, preferred but not required
- Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills
- Ability to multi-task among competing priorities
- Proficiency in plan recordkeeping software within 6 months of hire
- Ability to motivate/inspire others to achieve team goals and client satisfaction
- Willingness to take the initiative when faced with a new or challenging situation
- Ability and willingness to take on a leadership role in this position including demonstrating a willingness to support new ideas.
- Proficiency in plan administration and ERISA
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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 qualifications:
- Bachelor’s degree or equivalent
- 5 + years’ experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus)
Preferred qualifications
- Strong Excel skills
- Excellent written and oral communication skills
- Strong customer focus, including ability to think in terms of the customers perspective and expectation
- QKA designation, preferred but not required
- Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills
- Ability to multi-task among competing priorities
- Proficiency in plan recordkeeping software within 6 months of hire
- Ability to motivate/inspire others to achieve team goals and client satisfaction
- Willingness to take the initiative when faced with a new or challenging situation
- Ability and willingness to take on a leadership role in this position including demonstrating a willingness to support new ideas.
- Proficiency in plan administration and ERISA
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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.