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Senior Relationship Manager (Retirement Plan Services)

Location Other, California, United States Requisition ID 2022-86568 Category Customer Service / Client Service Position Type Regular CO Salary Range 79,600-157,600
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Your Opportunity


Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. Form id-to large sized companies, Schwab offers full­ service retirement plans featuring complete retirement services from a single source. Schwab's combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.

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 goal with passion and integrity, we're committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the comm unities 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 are good at


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 understand and adherence to Schwab policies, practices, and mitigation of operational and financial risk to Schwab. The role will require overnight travel to client sites.

What you have


  • Bachelor's degree or equivalent, relevant experience
  • 5 + years of Qualified Plan/Trust administration experience.
  • Understanding of ERISA and Pension industry rules and regulations is strongly 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
  • ASPPA, CEBS and/or NIPA designation preferred. QPA, QKA, CPC or equivalent certification/designation also preferred.
  • Ability to actively participate in client presentations is a key strength in this role.
  • Must be available for overnight travel

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. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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