Sr Specialist, Conversion & Implementation

Charles Schwab Inc. • Austin, TX

4d • $31 - $43 • Onsite

About The Position

At Charles Schwab Trust Bank, the Senior Conversion and Implementation Specialist leads onboarding for employer-sponsored retirement plans and guides clients through complex transitions to Schwab as successor custodian and paying agent. The role owns assigned new-account opportunities from initial inquiry through implementation, coordinating account documentation, investments, asset transfers, data, reporting, and operational setup. It is a visible, client-facing position requiring sound judgment, clear communication, and trusted relationships with clients, attorneys, recordkeepers, advisors, and internal partners. The selected candidate is expected to work on site in the specified location(s).

Requirements

• Minimum of 4 years of progressive financial services experience in a client-facing, operations, conversion, onboarding, trust and custody, recordkeeping, or retirement plan services role.
• Working knowledge of qualified retirement plans, ERISA, Department of Labor requirements, plan onboarding, and trust and custody services.
• Experience leading complex client conversations and projects involving multiple accounts, transfers, documents, and cross-functional partners.
• Strong analytical, research, problem-resolution, written communication, and organizational skills.
• Ability to manage competing priorities, work independently, meet deadlines, and maintain accuracy in a fast-moving environment.
• The selected candidate must obtain an ASPPA designation if they do not already hold one.
• This position may require overtime during critical production periods.

Nice To Haves

• Bachelor’s degree in finance, economics, business administration, or a related field.
• Understanding of investments, trading, asset transfers, and the operational considerations involved in transitioning retirement plan business.
• Advanced proficiency with Microsoft Office, especially Excel, and experience using Salesforce or other CRM and database systems.
• Professional presence, intellectual curiosity, emotional intelligence, and an ownership mindset, with the ability to build trust and navigate sensitive client situations.
• Ability to identify process gaps, anticipate downstream impacts, and communicate practical improvements to management and leadership.

Responsibilities

• Lead consultative onboarding engagements for retirement plan clients and business partners.
• Guide the setup of retirement plans on the Trust Bank platform using multiple applications and workflows.
• Lead client meetings and translate complex retirement plan, transfer, and account setup requirements into clear next steps.
• Coordinate in-kind asset transfers from prior custodians and resolve aging transfer requests through completion.
• Collect, review, and validate new-account agreements, fund attachment documentation, and supporting records.
• Partner across internal teams to confirm accounts are established with the correct products, services, data, reporting, and operational requirements.
• Research issues, identify root causes, document findings for quality control and audit partners, and drive timely resolution.
• Monitor Salesforce queues and project deliverables to support accurate data, strong execution, and a seamless client experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed