Retirement Plan Services, Implementation Manager

$75,000 - $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 Implementation Manager at Schwab is responsible for overseeing the execution of new business conversions and deconversions within the Plan Administration and Implementation (PAI) team. This role focuses on ensuring a seamless transition of plan and participant records, managing communication with various stakeholders, and maintaining high-quality standards throughout the conversion process.

Responsibilities

• Documenting all milestones of the conversion in a timeline letter
• Preparing acceptance letters which include wire/asset transfer responsibilities
• Setting up and reviewing plan setup on recordkeeping system (SRI) and RPM using plan documents
• Communicating with Charles Schwab Trust Bank on asset transfers and investing assets received from prior trustees
• Reconciling plan assets to participant recordkeeping balances and trust statements
• Processing contributions and loan repayments
• Loading historical data and reviewing various census and loan reports before sending out for client's review.

Requirements

• Bachelor's degree or equivalent
• 5+ years' experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services
• Strong Excel skills
• Excellent written and oral communication skills
• Strong customer focus with the ability to think from the customer's perspective
• Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills
• 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
• Willingness to take the initiative when faced with a new or challenging situation
• Ability and willingness to take on a leadership role in this position
• Proficiency in plan administration and ERISA.

Nice-to-haves

• QKA designation, preferred but not required

Benefits

• Bonus or incentive opportunities