Retirement Plan Services Implementation Manager

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.

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).

The Implementation Team within Plan Administration and Implementation (PAI) is committed to providing a seamless transition of plan and participant records to Schwab for both new business conversions and ongoing plan mergers. It is true that you never get a second chance to make a first impression. We have assembled a team of some of the most experienced and qualified people in the industry. Our goal is to lead the industry in plan conversions through a proven process that focuses on quality, timeliness and the best overall conversion experience for our clients and their employees.

The Implementation Manager position will be responsible for the high-quality execution of all aspects of new business conversions and deconversions of existing business.

What you have

Required qualifications:

• Requires Bachelor’s degree or equivalent experience
• 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 (e.g. V & X lookups, pivot tables, comparisons, etc.).
• Excellent written and oral communication skills
• Strong customer focus, including ability to think in terms of the customers perspective and expectation
• Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills

Preferred qualifications

• QKA designation, preferred but not required
• Willingness to take the initiative when faced with a new or challenging situation
• Ability and willingness to lead by example including a willingness to support new ideas
• Ability to multi-task among competing priorities
• Proficiency in plan recordkeeping software within 6 months of hire
• Ability to motivate/inspire others to achieve team goals and client satisfaction
• Ability and willingness to lead by example including a willingness to support new ideas

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