Retirement Plan Services Implementation Manager

$72,500 - $90,000/Yr

Charles Schwab - Austin, TX

Full-time - Mid Level

Austin, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Retirement Plan Services Implementation Manager at Schwab plays a crucial role in overseeing the transition of retirement plan participant records and assets. This position is part of the RPS Implementation Team within Workplace Financial Services, focusing on ensuring seamless client conversions, plan mergers, and ongoing maintenance of retirement plans. The manager will communicate with various stakeholders, including internal teams and external partners, to ensure quality and timely execution of tasks related to retirement plan services.

Responsibilities

• Perform oversight, planning, and execution of tasks related to new client conversions, acquisitions/mergers, and ongoing plan maintenance.
• Review plan setup tasks on core recordkeeping systems using plan documents and service agreements.
• Update systems with new or changing plan provisions and manage annual or periodic events.
• Update procedures and checklists, and provide training to personnel as needed.
• Utilize tools to document errors and analyze trends for process improvements.
• Assist with ongoing audits, including initial walkthroughs and action plan documentation.
• Coordinate and manage activities of clients and internal/external business partners.
• Maintain current knowledge of product offerings and adapt to impacts on systems and processes.

Requirements

• Bachelor's degree or equivalent experience.
• 8+ years of experience in the financial services and/or record keeping industry, preferably in Defined Contribution Plan Services.
• Strong Excel skills.
• Excellent written and oral communication skills.
• Strong customer focus with an understanding of internal and external customer perspectives.
• QKA designation preferred but not required.
• Strong interpersonal, analytical, problem-solving, organizational, decision-making, and conflict resolution skills.
• Ability to multi-task among competing priorities.
• Ability to motivate and inspire others to achieve team goals and client satisfaction.
• Willingness to take initiative in challenging situations.
• Desire to learn and take on tasks outside primary responsibility.
• Proficiency in plan administration and ERISA.

Nice-to-haves

• QKA designation preferred.

Benefits

• Eligible for bonus or incentive opportunities.