Retirement Plan Services Implementation Manager - Richfield
3 days ago
Job description
Your opportunityAt 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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
The Implementation Team within Retirement Plan Services Plan Administration and Implementation (PAI) is committed to providing a seamless transition of plan and participant records to Schwab for both new business conversions and ongoing plan mergers.
Our goal is to lead the industry in plan conversions through a proven process that focuses on quality, timeliness and the best overall conversion experience for our clients and their employees.
What You'll Do
The Implementation Manager position will be responsible for the high-quality execution of all aspects of new business conversions and deconversions of existing business.
Communicating and managing all internal and external stakeholders of the conversion including prior record keepers, internal Schwab teams, plan sponsors, Trustee/Custodian, and advisors (if needed).
Documenting all project milestones regarding plan/participant data reviews in excel format
Preparing acceptance letters which include wire/asset transfer responsibilities
Communicating with Charles Schwab Trust Bank on asset transfers and investing assets received from prior trustees
Reconciling plan assets to participant recordkeeping balances and trust statements
Loading and reviewing various census for SOX notifications and open enrollment
Preparing loans, investment elections, vesting, tax data for participants transitioning to Schwab
For existing accounting possible support for fund changes, managed accounts, and overall plan inquiries (e.g. updating for plan provisions changes)
What you have
Qualifications
Required:
Requires Bachelor's degree or equivalent
8 + years' experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus)
Must have STRONG Excel skills (e.g. V & X lookups, pivot tables, comparisons, etc.).
Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills
Preferred
Excellent written and oral communication skills
Strong customer focus, including ability to think in terms of the customers perspective and expectation
QKA designation
Ability to multi-task among competing priorities
Proficiency in plan recordkeeping software within 6 months of hire
Ability to motivate/inspire others to achieve team goals and client satisfaction
Willingness to take the initiative when faced with a new or challenging situation
Ability and willingness to lead by example including a willingness to support new ideas
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future.
We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
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