Senior Conversion Manager Retirement Plan Services
About The Position
The Senior Conversion Manager is responsible for managing and coordinating the transition of new business to SchwabPlan®. This pivotal, client-facing role helps establish successful, long-standing client relationships and supports the sales process by representing the conversion department to prospective clients. The role provides leadership and project-management direction to cross-department teams delivering high-quality implementations on time and with strong client satisfaction. The position works in conjunction with Sales and Business Acceptance, leads cross-functional conversion or implementation professionals, creates project plans identifying tasks for relevant parties, and conducts weekly status calls to review progress and make decisions that keep projects on track. It also reviews plan documents for operational considerations across Schwab Retirement Plan Services departments. Success is measured by plan sponsor satisfaction surveys after conversions or implementations, delivery of essential project deliverables, and favorable feedback from internal business partners. The selected candidate is expected to work onsite four days per week at one of the specified locations. Applicants must be authorized to work in the United States on a full-time basis without current or future employer sponsorship.
Requirements
- Associate or bachelor’s degree, or equivalent experience.
- At least 8 years of experience in financial services and/or the record-keeping industry, with a concentration in Defined Contribution Plan Services.
- Excellent written and oral communication skills, including communication with all levels of management.
- Strong customer focus and ability to consider customer perspectives and expectations.
- Ability to work autonomously while motivating and inspiring others to achieve team goals and client satisfaction.
- Strong interpersonal, analytical, problem-solving, negotiation, influencing, decision-making, and conflict-resolution skills.
- Initiative in new or challenging situations.
- Ability to manage multiple competing priorities effectively.
- Inquisitive, collaborative mindset that seeks process-improvement opportunities and proactively resolves problems through partnership.
- Current authorization to work for any employer in the United States, now and in the future, without employer sponsorship.
Nice To Haves
- Background in conversions, client management, project management, and operations.
- Experience with Defined Benefit and Non-Qualified Deferred Compensation plans.
- Working knowledge of organizational policies, procedures, products, and services.
Responsibilities
- Work in conjunction with the Sales and Business Acceptance departments.
- Provide project leadership for a cross-functional team of conversion or implementation professionals.
- Create conversion project plans that facilitate the conversion or implementation process and identify tasks for all relevant parties.
- Run weekly conversion status update calls to review project plans and make decisions that keep projects on task.
- Review plan documents for operational considerations across Schwab Retirement Plan Services departments.
- Represent the conversion department to prospective clients and assist in the sales process.
- Manage client relationships and coordinate the transition of new business to SchwabPlan®.
Benefits
- Eligible for bonuses or incentive opportunities in addition to the salary range.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
