Pay range: USD $74,300.00 - $99,000.00 / Year
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.
The Retirement Plan Services (RPS) 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. 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.
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The Implementation Manager will perform oversight, planning, and execution of tasks related to new client conversions, acquisitions/mergers, and ongoing plan maintenance. You will communicate with all internal and external stakeholders and manage activities relating to conversions, mergers, and acquisitions; including internal Schwab teams, plan sponsors, Trustees/Custodians, and advisors (if needed).
Day to day responsibilities include oversight and execution of the following:
- Consulting on plan setup tasks on our core recordkeeping systems using plan documents, services agreements & summary of plan provisions with a focus on project management and execution of processes.
- Updating systems with new or changing plan provisions
- Assist with ongoing audits which might include initial walkthroughs, providing proof of tasks completed and assisting with writing up action plans, if necessary
- Coordinate and manage related activities of clients and internal and external business partners.
- Pivoting between new & existing business changes that occur on the record keeping systems.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
- Bachelor's degree or equivalent experience.
- 8 + years' experience in the financial services and/or record keeping industry.
- Proficiency in plan administration and Employee Retirement Income Security Act (ERISA).
- Strong Excel skills.
- Excellent written and oral communication skills.
- Strong customer focus, including ability to think in terms of the customers perspective and expectation.
- Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills.
- Ability to multi-task among competing priorities.
- 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 including demonstrating a willingness to support new ideas.
Preferred Qualifications
- Experience focused in Defined Contribution Plan Services.
- Qualified 401(k) Administrator (QKA) designation.
What's in it for you
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. 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 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