Your Opportunity

　　Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.

　　What you have

　　We are seeking an experienced retirement professional who has a proven success in a client facing role. This position includes daily oversight and coordination of all aspects of qualified (401k, 403b) and non-qualified retirement plan recordkeeping and administration. This includes resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support. As the lead interface between plan sponsor and Schwab, the Relationship Manager will be accountable for client satisfaction, delivering value to clients by broadening Schwab's relationships with plan sponsors and plan participants. The Manager will have an understanding of, and adherence to, Schwab policies and practices and mitigation of operational and financial risk to Schwab. The role will require overnight travel to client sites.

　　Bachelor's degree or equivalent, relevant work related experience preferred

　　5 + years of Qualified Plan/Trust administration experience preferred

　　Understanding of ERISA and Pension industry rules and regulations is strongly preferred.

　　Proven success in a client facing role

　　Demonstrated ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a working knowledge of mutual funds and other investments.

　　Excellent written and oral communication skills

　　ASPPA, CEBS and/or NIPA designation preferred. QPA, QKA, CPC or equivalent certification/designation also preferred.

　　Ability to actively participate in client presentations is a key strength in this role.

　　Must be available for overnight travel

　　What’s in it for you

　　At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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’s in it for you:

　　At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

　　Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.