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.
As a Mega Market Relationship Manager for Schwab Retirement Plan Services, you will apply advanced client relationship leadership, strategic consulting, and retirement plan expertise to guide Schwab’s largest enterprise clients. This role centers on using your skills to influence executive decision makers, solve complex organizational challenges, and advance clients’ total rewards and financial wellbeing strategies.
You will leverage strong executive communication, strategic influence, and business acumen to understand client priorities, anticipate emerging needs, and deliver insights that shape long‑term outcomes. Your deep technical skills across 401(k), Defined Benefit, Cash Balance, and Nonqualified Deferred Compensation plans enable you to identify risks, propose solutions, and articulate plan design and regulatory considerations with confidence.
This position also draws on your leadership and coaching skills as you guide a high‑performing team responsible for operational accuracy and daily service delivery. You’ll foster a culture of accountability, critical thinking, continuous improvement, and client‑first execution.
If you excel at navigating complexity, influencing decisions, and delivering enterprise‑level value, this role offers the opportunity to lead at scale while advancing Schwab’s mission to serve clients with integrity and innovation.
What you haveRequired:
12+ years of relationship management or client leadership experience within retirement, investments, or benefits consulting.Expertise across retirement plan types (DC, DB, Cash Balance, NQDC)Validated understanding of ERISA, industry rules and regulations, and non-qualified plan design.Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, other investment products, in-plan advice and guidance, and managed account services.Executive relationship management and credibility with C‑suite stakeholdersConsultative problem‑solving across complex retirement program environmentsRisk identification and mitigation rooted in ERISA and regulatory knowledgeStrategic planning and governance facilitationCross‑functional collaboration with product, compliance, investment, actuarial, and technology partnersClear, compelling communication—written, verbal, and presentationSound judgment and resilience in high‑visibility client situationsAbility to travel up to 50% of the time
Preferred:
ASPPA, CEBS and/or NIPA designation preferred. QPA, CPC or equivalent certification/designations preferred. Broader total rewards or financial wellness knowledge preferred. Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeedWhy work for us?
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package to our full-time employees that takes care of the whole you – 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 Application FAQsSoftware Powered by iCIMS
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