Retirement Plans Operation Services, Sr. Manager (PL)
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.
Schwab Retirement Plan Services (SRPS) is one of the leading providers of bundled retirement plan services. For mid to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. As a group we work to unburden our clients in automating procedures and processes to help reduce the clients' time needed to supervise daily administration of their plan.
The Payroll Program Senior Manager is a leadership position responsible for creating and maintaining a positive work environment that fosters employee engagement. The team’s main responsibilities include:
- Set-up and monitoring of feedback files,
- Contribution Management System (CMS) set-up,
- IDF set-up, Quality Assurance and Quality Control of the function
- SFTP set-up, monitoring and diagnosing issues,
- Lead and support client calls and emails related to programming issues or assigned projects
- Providing technical assistance on areas of responsibility and troubleshooting when issues arise
- Working closely with Payroll Consulting team during the life cycle of a project
What you’ll do:
Lead the team in delivering timely, accurate payroll programming support while coaching team members, strengthening accountability, and driving improvements that enhance the client experience, reduce risk, and support service commitments.
Responsibilities include leading, coaching, and developing team members while setting clear expectations and maintaining accountability for goals and deliverables. This role works directly with internal and external partners, plan sponsors, and payroll vendors to support payroll-related changes, manage project priorities, and ensure timely follow-through. The Senior Manager also oversees daily operations, workflow, controls, and quality standards while identifying opportunities to improve processes, reduce risk, strengthen administrative efficiency, and enhance the overall client experience.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- 5–7 years of experience in qualified retirement plan administration, the financial services industry, payroll operations, or a related role.
- Advanced knowledge of Microsoft Office Suite of programs including Excel, Word, PowerPoint and OneNote.
- Ability to multi-task in a fast-paced, deadline-driven environment with minimal errors.
- Bachelors Degree or equivalent experience
- Outstanding time management skills and exceptional interpersonal/analytical skills.
Preferred Qualifications:
- Client-focused with a commitment to delivering exceptional outcomes.
- Strong communication and presentation skills.
- Proven ability to build collaborative relationships across teams and leadership levels.
- Excellent analytical, problem-solving, and decision-making capabilities.
- Demonstrates sound judgment, business acumen, and a results-oriented mindset.
In addition to the salary range, this role is 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
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- 5–7 years of experience in qualified retirement plan administration, the financial services industry, payroll operations, or a related role.
- Advanced knowledge of Microsoft Office Suite of programs including Excel, Word, PowerPoint and OneNote.
- Ability to multi-task in a fast-paced, deadline-driven environment with minimal errors.
- Bachelors Degree or equivalent experience
- Outstanding time management skills and exceptional interpersonal/analytical skills.
Preferred Qualifications:
- Client-focused with a commitment to delivering exceptional outcomes.
- Strong communication and presentation skills.
- Proven ability to build collaborative relationships across teams and leadership levels.
- Excellent analytical, problem-solving, and decision-making capabilities.
- Demonstrates sound judgment, business acumen, and a results-oriented mindset.
In addition to the salary range, this role is 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.