Relationship Manager, Retirement Plan Services

3 months ago

Phoenix, Arizona, United States Charles Schwab Full time
Position Type: Regular 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. 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.
  • 3-5 years of experience working with employer sponsored Retirement Plans required, preferably 401k experience.
  • 3-5 years of prior Relationship Management experience as your minimum requirement.
  • Bachelor's degree or equivalent experience.
  • ASPPA, CEBS and/or NIPA designation preferred. QPA, QKA, CPC or equivalent certification/designations preferred.
  • Validated understanding of plan documents, ERISA, industry rules and regulations, and Non-Qualified plan design.
  • Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a shown understanding of mutual funds and other investments.
  • Ability to work independently with minimal oversight by your manager.
  • Ability to communicate effectively, influence and build consensus among team members, leadership, and clients through agenda creation and formal presentations.
  • Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend / negotiate solutions to address future issues effectively.
  • Ability to complete recordkeeping oversight of plans with varying level of complexity.
  • Time management skills and ability to handle multiple assignments at a given time.
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    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 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 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

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