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 locations.

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 SRPS Implementation Team, within Workplace Financial Services (WFS), is committed to providing a seamless transition of retirement plan participant records and assets to Schwab for both new business conversions, plan mergers, and other related activities due to corporate acquisitions. We have assembled a team of some of the most experienced and qualified people in the industry. Also, we provide dedicated operational support to our existing clients to assist with plan provision changes, new features adoption, and transitions to outside recordkeepers.  Our goal is to lead the industry in plan conversions, and ongoing plan maintenance, through a proven process that focuses on quality, timeliness and the best overall experience for our clients and their employees.

What you’ll do:

In this role you will perform oversight, planning, and execution of tasks related to existing client conversions, acquisitions/mergers, and ongoing plan maintenance. You will communicate with and manage all internal and external stakeholders on the implementation or maintenance to existing plans; including prior record keepers and successor record keepers, internal Schwab teams, plan sponsors, Trustees/Custodians, and advisors (if needed).

Day to day responsibilities include oversight and execution of the following:

Documenting all milestones of the plan related activity that we are being tasked withCoordinate and manage related activities of clients and internal and external business partnersPreparing the necessary documentation which include wire/asset transfer responsibilities as neededSetting up and reviewing plan setup on our core recordkeeping system (SRI) and RPM using plan documentsCommunicating with Charles Schwab Trust Bank on asset activity and reconciliation support Reconciling plan assets to participant recordkeeping balances and trust statements Analyzing and loading data along with reviewing various census and administrative reports to ensure accuracyUtilize a strong understanding of retirement plans to perform ongoing maintenance to the recordkeeping system to ensure alignment with plan documents Based on business need, may assume Team Lead responsibilities as needed.What you have

Required qualifications:

Bachelor’s degree or equivalent 5 + years’ experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus)

Preferred qualifications

Strong Excel skillsExcellent written and oral communication skillsStrong customer focus, including ability to think in terms of the customers perspective and expectationQKA designation, preferred but not requiredStrong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skillsAbility to multi-task among competing prioritiesProficiency in plan recordkeeping software within 6 months of hireAbility to motivate/inspire others to achieve team goals and client satisfactionWillingness to take the initiative when faced with a new or challenging situation Ability and willingness to take on a leadership role in this position including demonstrating a willingness to support new ideas. Proficiency in plan administration and ERISA

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job