Relationship Manager
3 weeks ago
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 Understanding of ERISA and Pension industry rules and regulations is strongly preferred ASPPA, CEBS and/or NIPA designation highly preferred. QPA, QKA, CPC or equivalent certification/designation also highly 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 Ability to actively participate in client presentations is a key strength in this role Must be available for overnight travelIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why work for us?Own Your Tomorrow embodies everything we do We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.
-
Managing Director, 401K Relationship Manager
2 weeks ago
Westlake, United States Fidelity TalentSource LLC Full timeJob Description:RoleThe Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise...
-
Westlake, United States Fidelity TalentSource LLC Full timeJob Description:Role The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.The Expertise...
-
Senior Account Manager
3 weeks ago
Westlake, United States Fidelity Investments Full timeJob Description : Senior Account Manager As a Senior Account Manager supporting Fidelity Health’s Clients you will combine strong consultative account management skills with a deep knowledge of reimbursement account plan administration (FSA, HRA, Commuter, RMSA, LSA). Working independently you will bring our clients from post-sale...
-
Business Development Manager
3 weeks ago
Westlake, United States Corrigan Krause CPAs Full timeJob Type Full-timeDescriptionWhy You Should Consider Corrigan KrauseWe are committed to hiring bright and determined individuals! Our employees enjoy both a competitive and rewarding compensation and benefits package. At Corrigan Krause, our team is one of our main priorities where we emphasize both professional and personal growth opportunities and a...
-
Business Development Manager
4 weeks ago
Westlake, United States Corrigan Krause CPA's Full timeJob DescriptionJob DescriptionDescription:Why You Should Consider Corrigan KrauseWe are committed to hiring bright and determined individuals! Our employees enjoy both a competitive and rewarding compensation and benefits package. At Corrigan Krause, our team is one of our main priorities where we emphasize both professional and personal growth opportunities...
-
Business Development Manager
1 day ago
Westlake, United States Corrigan Krause CPAs Full timeJob Type Full-time Description Why You Should Consider Corrigan Krause We are committed to hiring bright and determined individuals! Our employees enjoy both a competitive and rewarding compensation and benefits package. At Corrigan Krause, our team is one of our main priorities where we emphasize both professional and personal growth opportunities and a...
-
Manager, Program Management
1 day ago
Westlake, United States Fidelity TalentSource LLC Full timeJob Description:Manager, Program Management RoleFidelity Charitable is looking to hire talent with strategic, analytical & \u201Cbig picture\u201D thinking to support the delivery of E2E projects from concept to fruition including technology and/or process & procedural initiatives.You will support Fidelity Charitable s transformation towards digital-first...
-
Project Manager IS
5 days ago
Westlake, United States Clean Harbors Full timeHPC – Industrial in Westlake, La is looking for a Robotics Project Manager to join their safety conscious team! This position is responsible for planning, leading, organizing and coordinating all aspects of project work from bid process through completion of project. Ensure project is completed in a safe manner according to the job procedure plan as...
-
Manager, Strategic Partnerships
4 days ago
Westlake, Ohio, United States defi SOLUTIONS Full timeAbout defi SOLUTIONS:It's an exciting time to join defidefi SOLUTIONS partners with captives, banks, credit unions, and finance companies of all types and sizes to allow lenders to focus and transform their operations. The company's comprehensive suite of originations, servicing, and analytics solutions together with technology-enabled processing services...
-
Finance Manager
1 month ago
Westlake, United States Serpentini Automotive Group Full timeJob DescriptionJob DescriptionJob Title: Finance ManagerCompany: Serpentini Auto GroupLocation: Greater Cleveland AreaJob Type: Full-timeJob Description:Serpentini Auto Group is seeking an experienced and skilled Finance Manager to join our team. The ideal candidate will have a proven track record of success in finance and automotive industry. The Finance...
-
Sourcing Manager
4 weeks ago
Westlake, United States GEON Performance Solutions Full timeThe Sourcing Manager is responsible for developing and maintaining assigned raw material sourcing categories. Specific responsibilities include supplier negotiations, contract management, integration with business units, leading and participating in project initiatives that drive change and identification of cost savings opportunities and overall management...
-
Accounting Manager
3 weeks ago
Westlake, United States DMS Management Solutions Full timeJob Type Full-time Description Take the next step in your career and job the DMS Management Solutions team today as our new Accounting Manager! DMS Management Solutions is a growing accounting firm that specializes in helping small to medium sized business with a wide array of business services. We are looking for highly motivated Accounting Managers who...
-
Accounting Manager
1 month ago
Westlake, United States DMS Management Solutions Full timeJob DescriptionJob DescriptionDescription:Take the next step in your career and job the DMS Management Solutions team today as our new Accounting Manager! DMS Management Solutions is a growing accounting firm that specializes in helping small to medium sized business with a wide array of business services.We are looking for highly motivated Accounting...
-
Senior Client Service Manager
4 days ago
Westlake, United States Charles Schwab Corporation Full timeYour 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. Personal Choice Investment Services (PCIS) helps companies, and their employees manage brokerage-related products and services in their...
-
Account Manager
4 days ago
Westlake, United States MRG Exams Full timeAs an Account Manager for our VA Disability division, you will coordinate with a team of medical practitioners dedicated to meeting client needs. Your primary responsibilities will include maintaining and expanding existing relationships, identifying new opportunities, and establishing partnerships to enhance service delivery to the veterans while providing...
-
Account Manager
4 days ago
Westlake, United States MRG Exams Full timeAs an Account Manager for our VA Disability division, you will coordinate with a team of medical practitioners dedicated to meeting client needs. Your primary responsibilities will include maintaining and expanding existing relationships, identifying new opportunities, and establishing partnerships to enhance service delivery to the veterans while providing...
-
Client Service Manager
2 days ago
Westlake, United States Charles Schwab Full timePosition 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.Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the...
-
Sales Account Manager
4 weeks ago
Westlake, United States American Greetings Full timeJob DescriptionGENERAL SUMMARY:The Account Manager is an entry level sales management position that, with the partnership and guidance of the Sr. Account Executive, is responsible for delivering solutions and recommendations to gain sales growth. This position will work directly with internal product and category management teams to develop and implement...
-
Senior Client Service Manager
4 weeks ago
Westlake, United States The Charles Schwab Corporation Full timeAt 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. Personal Choice Investment Services (PCIS) helps Client Service, Service Manager, Manager, Client Relations, Relationship, Business Partner, Business Services
-
Standard Commercial Account Manager
1 month ago
Westlake, United States Insurance Partners Agency Inc Full timeOur AgencySeibertKeck Insurance Partners is on a mission to change the insurance buying experience. That starts by doing the right thing, every time. We protect the hard work of our middle market commercial, small business, and personal insurance clients, focusing on improving their risk profile and controlling cost. Behind every client stands 100+ years of...