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Retirement Plan Services Implementation Manager
2 months ago
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. The RPS 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. Perform oversight, planning, and execution of tasks related to new client conversions, acquisitions/mergers, and ongoing plan maintenance. Communicating and managing all internal and external stakeholders of activities relating to conversions, mergers, acquisitions, and existing book of business; including internal Schwab teams, plan sponsors, Trustees/Custodians, and advisors (if needed).
Day to day responsibilities include oversight and execution of the following:
- Reviewing plan setup tasks on our core recordkeeping system SRI, RPM, and APS using plan documents, services agreements & summary of plan provisions with a focus on Advice/Managed Accounts products.
- Updating systems with new or changing plan provisions, as well as annual or periodic events.
- Updating procedures and checklists, and training personnel as needed.
- Utilizing tools & resources to document errors discovered and analyzing trends that might require additional training or process updates.
- Assisting with ongoing audits which might include initial walkthroughs, providing proof of tasks completed and assisting with writing up action plans, if necessary
- Coordinating and managing related activities of clients and internal and external business partners.
- Keeping knowledge of product offerings current and working together with business partners to determine and adapt to impacts on our systems and processes.
- Requires bachelor’s degree or equivalent
- 8 + years’ experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus)
- Must have strong Excel skills.
- Excellent written and oral communication skills
- Strong customer focus, including ability to think in terms of the internal and external customers’ perspectives and expectations.
- 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
- 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.
- Desire to learn and take on tasks outside area of primary responsibility.
- 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 youAt 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
