Senior Client Service Manager, Retirement Plan Services

Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The

Senior Client Service Manager, Relationship Management

plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes. The

Senior Client Service Manager, Relationship Management

will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The

Senior Client Service Manager, Relationship Management

will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B

. Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position. Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed, Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms. Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success. Execute client and regulatory changes. Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company. Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented. 10 + years of experience working with large, complex employer sponsored Retirement Plans. ~ Bachelor's degree or equivalent experience. ~ High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans. ~ Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations. ~ Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services. ~ High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others ~ Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments. ~ Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager. ~ Effectively service plans with varying level of complexity. ~ Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details ~ The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients. ~ Flexibility to travel for client visits and sales presentations as needed.

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. 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