Manager, Qualified Document Retirement Services

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. Schwab Retirement Plan Services, Inc. (SRPS), an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.

Within SRPS, the Plan Administration & Implementation team is responsible for ensuring timely and accurate servicing for 1000 plan sponsor clients and 1.3 million participants. The Document Services team is responsible for administering qualified defined contribution plans, providing document and consulting services for plans converting to SRPS and maintaining documents for clients who utilize an SRPS prepared pre-approved plan document. All members of the group partner closely with Relationship Management teams to assist with client inquiries.

What you have

The incumbent should have 8 years’ experience working in an operational and consultative role in the retirement plan services industry with an emphasis on preparation of legal documents, Internal Revenue Code and Department of Labor regulations. ASPPA credentials, ERPA designation, or legal background preferred. The incumbent must demonstrate a strong commitment to the highest level of customer experience and:

The candidate capabilities include:

A continuous improvement mindset and experience to increase efficiency and mitigate process risk

Evidence of client focus with demonstrated knowledge of plan sponsor needs and competitor products

Prior conversion, client management, project management, document drafting and/or operational experience preferred

Proven ability to be highly collaborative and work cross-functionally

Strong analytical problem-solving skills and strategic thinking capabilities

Basic knowledge of mergers, acquisitions, and protected benefits

Excellent written and verbal communication skills, including the ability to synthesize data and develop recommendations

Results-oriented approach to business and demonstrated success meeting stringent deadlines

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

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

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.