Retirement Plans Operation Service, Sr. Manager
About The Position
At Schwab, the role supports Schwab Retirement Network™ (SRN), which serves professional service companies, plan sponsors, and participants with consulting, plan administration, and advisory services for retirement plans of all types and sizes. SRN engages with plan sponsors, third-party administrators (TPAs), and advisors to simplify business retirement plan complexities and support client confidence. The position focuses on consulting and advising clients, developing internal and external relationships, educating stakeholders, collaborating across teams, and traveling for business development and client support. The selected candidate is expected to work on site in the specified location(s). The role is also eligible for bonus or incentive opportunities in addition to the salary range.
Requirements
- Bachelor’s degree or equivalent work-related experience.
- Valid and active Series 7 license; it may be obtained within 120 days of employment.
- At least two years of experience in the financial services industry.
- At least two years of experience working with retirement plans.
- Knowledge of brokerage and banking products and services.
- Strong client relationship-building experience.
Nice To Haves
- Financial business development experience is highly preferred.
Responsibilities
- Consult with and advise prospective clients on retirement plan solutions aligned with their company goals and objectives.
- Handle complex retirement plan design conversations and demonstrate understanding of the current marketplace.
- Build relationships with advisors to promote Schwab Retirement Advisor Portfolio.
- Identify, develop, and channel new business opportunities through relationships with Schwab Financial Consultants, Branch Managers, and Regional Branch Executives.
- Assist Independent Recordkeepers in establishing and developing business relationships with advisors.
- Identify internal partners who could benefit from SRN services.
- Educate advisors about the spectrum of retirement products available at Schwab.
- Work proactively with Recordkeeping/TPA clients to understand their businesses and how Schwab can help them grow.
- Partner with Retirement Business Services Relationship Managers and the Sales Team to build and maintain relationships with Independent Recordkeepers using Charles Schwab custody and trust services.
- Work with management on special projects as needed.
- Travel for business development and client support.
- Prospect, work with, and close new registered independent advisors and independent recordkeepers for retirement plans.
Benefits
- Bonus or incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
