Sr Manager, RPS Plan Sponsor Client Service (PL)

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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 location(s).

Defined Benefit Services provides actuarial, administration, and participant services to clients whose objective is to provide an integrated retirement plan experience to their employees and a single-provider servicing solution for all of their retirement programs. Schwab Retirement Plan Services, Inc. is a wholly-owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services, In­­c. provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 900 defined contribution, defined benefit, and nonqualified retirement plans. 

We are looking for a manager to be responsible for leading people and contributing on an individual level to deliver Defined Benefit services to support our corporate clients. Specifically, the person will:

• Supervise, coach and develop a team of professionals in the conduct of their duties.
• Lead activities within the department, provide specialized expertise, and mentor others to drive higher levels of client satisfaction, client retention, and expansion of the overall Schwab relationship
• Lead several client relationships and collaborate with internal teams and external partners to establish priorities, set goals, and achieve successful outcomes.
• Develop team members through coaching, career development mentoring, and motivation
• Consult with prospective/ongoing clients and advisors
• Travel, as needed

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:

• At least ten years of work experience in retirement plan and/or defined benefit services
• Bachelor's degree or equivalent experience.
• Demonstrated experience managing people and performance

Preferred Qualifications: 

• Desire to make a significant contribution to the growth of Schwab's Defined Benefit product
• Team player mentality, willing and able to contribute at all levels of service delivery
• Good oral and written communications skills; experience explaining retirement plan information or other complex concepts to customers and prospects
• Experience coordinating successful collaborations with internal teams and external partners
• Ability to rapidly learn broad range of skills, processes, and Defined Benefit subject matter
• Ability to think differently and to continuously improve the delivery of services
• Good organizational skills, shows attention to detail
• Computer skills, especially in Microsoft Office and Adobe Acrobat Pro
• ASPPA, CEBS and/or NIPA designations preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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