Charles Schwab

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.. 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.

relationship manager

Position Type: RegularYour 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 clients goals with passion and integrity, were 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 travel
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Whats in it for you
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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<br/><br/>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
by Jobble<br/><br/>#J-18808-Ljbffr

START NEW SEARCH