Retirement Services Implementation Senior Specialist
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 location(s).
The Implementation Team within Plan Administration and Implementation (PAI) is committed to providing a seamless transition of plan and participant records to Schwab for both new business conversions and ongoing plan mergers. It is true that you never get a second chance to make a first impression. We have assembled a team of some of the most experienced and qualified people in the industry. Our goal is to lead the industry in plan conversions through a proven process that focuses on quality, timeliness and the best overall conversion experience for our clients and their employees.
The Implementation Specialist position will be responsible for the high-quality execution of all aspects of new business conversions.
What you’ll do:
Implementing and communicating with internal and external stakeholders of the conversion including prior record keepers, internal Schwab teams, plan sponsors, Trustee/Custodian, and advisors (if needed). Day to day responsibilities include but are not limited to:
- Documenting all project milestones regarding plan/participant data reviews in excel format
- Working with CSTB, RIS and Asset Maintenance on setup of funds for new conversion
- Communicating with offshore on loading participant level data as well as plan maintenance setup
- Loading and reviewing various census for SOX notifications and open enrollment
- Preparing loans, investment elections, vesting and tax data for participants transitioning to Schwab
- Managing caseload using Work Request system for plan changes
What you have
Required qualifications:
- Requires Bachelor’s degree or equivalent experience
- 4 + years’ experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus)
Preferred qualifications:
- QKA designation, preferred but not required
- Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills
- 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;
- Strong Excel skills.
- Excellent written and oral communication skills
- Strong customer focus, including ability to think in terms of the customers perspective and expectation
- 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
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:
- Requires Bachelor’s degree or equivalent experience
- 4 + years’ experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus)
Preferred qualifications:
- QKA designation, preferred but not required
- Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills
- 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;
- Strong Excel skills.
- Excellent written and oral communication skills
- Strong customer focus, including ability to think in terms of the customers perspective and expectation
- 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
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.