Director, Relationship Management (PL) - Retirement Plan Services - Mega Market
About The Position
As a Mega Market Relationship Manager for Schwab Retirement Plan Services, you will apply advanced client relationship leadership, strategic consulting, and retirement plan expertise to guide Schwab’s largest enterprise clients. This role centers on using your skills to influence executive decision makers, solve complex organizational challenges, and advance clients’ total rewards and financial wellbeing strategies. You will leverage strong executive communication, strategic influence, and business acumen to understand client priorities, anticipate emerging needs, and deliver insights that shape long‑term outcomes. Your deep technical skills across 401(k), Defined Benefit, Cash Balance, and Nonqualified Deferred Compensation plans enable you to identify risks, propose solutions, and articulate plan design and regulatory considerations with confidence. This position also draws on your leadership and coaching skills as you guide a high‑performing team of client service managers responsible for operational accuracy and daily service delivery. You’ll foster a culture of accountability, critical thinking, continuous improvement, and client‑first execution. If you excel at navigating complexity, influencing decisions, and delivering enterprise‑level value, this role offers the opportunity to lead at scale while advancing Schwab’s mission to serve clients with integrity and innovation. Travel up to two to three times per month during the week.
Requirements
- 12+ years of relationship management or client leadership experience within retirement, investments, or benefits consulting.
- Experience managing clients with AUM over $1B
- Expertise across retirement plan types (DC, DB, Cash Balance, NQDC)
- Validated understanding of ERISA, industry rules and regulations, and non-qualified plan design.
- Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, other investment products, in-plan advice and guidance, and managed account services.
- Executive relationship management and credibility with C‑suite stakeholders
- Consultative problem‑solving across complex retirement program environments
- Risk identification and mitigation rooted in ERISA and regulatory knowledge
- Strategic planning and governance facilitation
- Cross‑functional collaboration with product, compliance, investment, actuarial, and technology partners
- Clear, compelling communication—written, verbal, and presentation
- Sound judgment and resilience in high‑visibility client situations
Nice To Haves
- ASPPA, CEBS and/or NIPA designation preferred.
- QPA, CPC or equivalent certification/designations preferred.
- Broader total rewards or financial wellness knowledge preferred.
Responsibilities
- Apply advanced client relationship leadership, strategic consulting, and retirement plan expertise to guide Schwab’s largest enterprise clients.
- Influence executive decision makers, solve complex organizational challenges, and advance clients’ total rewards and financial wellbeing strategies.
- Leverage strong executive communication, strategic influence, and business acumen to understand client priorities, anticipate emerging needs, and deliver insights that shape long‑term outcomes.
- Identify risks, propose solutions, and articulate plan design and regulatory considerations with confidence using deep technical skills across 401(k), Defined Benefit, Cash Balance, and Nonqualified Deferred Compensation plans.
- Guide a high‑performing team of client service managers responsible for operational accuracy and daily service delivery.
- Foster a culture of accountability, critical thinking, continuous improvement, and client‑first execution.
- Navigate complexity, influence decisions, and deliver enterprise‑level value.
- Serve clients with integrity and innovation.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
