Sr. Specialist, Retirement Operations
About The Position
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As a Sr. Specialist, you will be a key contributor to delivering seamless retirement plan implementations and ongoing plan maintenance within Retirement Plan Services (RPS). You will help drive the successful implementation of plan changes (source additions, eligibility updates, vesting update)—ensuring accuracy, timeliness, and a high-quality client experience. Acting as a central partner across internal teams and external stakeholders, you will help align priorities, solve complex challenges, and ensure smooth execution across multiple workstreams. Through strong analytical thinking, collaboration, and a solutions-oriented mindset, you will contribute to improving processes, enhancing service delivery, and supporting clients through critical moments of change.
Requirements
- Bachelor’s degree or equivalent experience
- 4+ years of experience in financial services and/or recordkeeping, ideally within Defined Contribution Plan Services
- Knowledge of retirement plan recordkeeping
- Strong Excel skills with the ability to analyze data and support operational decision-making
- Demonstrated written and verbal communication skills with the ability to engage a range of stakeholders
- Experience managing or coordinating complex processes involving multiple stakeholders and dependencies
- Strong analytical thinking and problem-solving skills, with the ability to identify issues and drive resolution
- Ability to manage multiple priorities and adapt in a fast-paced environment
- Strong customer focus with the ability to understand and align to client needs and expectations
- Proven collaboration and interpersonal skills, with the ability to influence and build relationships across teams
- Knowledge of retirement plan administration and ERISA
Nice To Haves
- QKA designation
- Experience supporting plan conversions, mergers, or acquisitions within retirement services
- Experience identifying process improvements and contributing to operational efficiencies
- Demonstrated ability to take initiative, lead through ambiguity, and support new ideas or changes
Responsibilities
- Update systems to reflect new or changing plan provisions, maintaining data integrity and operational consistency
- Identify trends and root causes of errors, proactively recommending process improvements and contributing to operational excellence
- Partner with internal teams, plan sponsors, trustees, custodians, and advisors to align on priorities, manage expectations, and drive successful implementations
- Review and validate plan setup activities within recordkeeping systems, ensuring accuracy and compliance with plan documents and service agreements
- Lead and support the planning and execution of retirement plan conversions, mergers, and ongoing maintenance activities, delivering accurate, timely, and client-focused outcomes
- Analyze data and system outputs to identify discrepancies, apply sound judgment, and implement effective solutions
- Coordinate multiple priorities and workstreams, demonstrating strong project and time management in a fast-paced, evolving environment
- Support the setup of plan assets and participant data across systems, ensuring alignment with client specifications and business requirements
- Contribute to continuous improvement efforts by sharing insights, supporting new ideas, and adapting to changing business needs
- Build strong, collaborative relationships that foster accountability, trust, and a client-first approach
Benefits
- bonus or incentive opportunities
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Senior
