Charles Schwab
Position Type:
RegularYour OpportunityCharles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all.
Driven by our purpose to champion every clients goals with passion and integrity, were committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve.
Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.
What you haveWe are seeking an experienced retirement professional who has a proven success in a client facing role.
This position includes daily oversight and coordination of all aspects of qualified (401k, 403b) and non-qualified retirement plan recordkeeping and administration.
This includes resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
As the lead interface between plan sponsor and Schwab, the Relationship Manager will be accountable for client satisfaction, delivering value to clients by broadening Schwab's relationships with plan sponsors and plan participants.
The Manager will have an understanding of, and adherence to, Schwab policies and practices and mitigation of operational and financial risk to Schwab.
The role will require overnight travel to client sites.
Bachelor's degree or equivalent, relevant work related experience preferred5
years of Qualified Plan/Trust administration experience preferredUnderstanding of ERISA and Pension industry rules and regulations is strongly preferred.
Proven success in a client facing role Demonstrated ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a working knowledge of mutual funds and other investments.
Excellent written and oral communication skills ASPPA, CEBS and/or NIPA designation preferred.
QPA, QKA, CPC or equivalent certification/designation also preferred.
Ability to actively participate in client presentations is a key strength in this role.
Must be available for overnight travelWhats in it for youAt Schwab, were committed to empowering our employees personal and professional success.
Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceBy applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditionsAbout the Company:
Charles SchwabSchwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.
Selected as one of the FORTUNE Top 50 World's Most Admired Companies , Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.
Schwab received a fifth consecutive win of the Gallup Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.
Schwab's commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.
Company Size:
50 to 99 employees Industry:
BankingFounded:
1976Website:
https:
//www.
aboutschwab.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
RegularYour OpportunityCharles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all.
Driven by our purpose to champion every clients goals with passion and integrity, were committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve.
Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.
What you haveWe are seeking an experienced retirement professional who has a proven success in a client facing role.
This position includes daily oversight and coordination of all aspects of qualified (401k, 403b) and non-qualified retirement plan recordkeeping and administration.
This includes resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
As the lead interface between plan sponsor and Schwab, the Relationship Manager will be accountable for client satisfaction, delivering value to clients by broadening Schwab's relationships with plan sponsors and plan participants.
The Manager will have an understanding of, and adherence to, Schwab policies and practices and mitigation of operational and financial risk to Schwab.
The role will require overnight travel to client sites.
Bachelor's degree or equivalent, relevant work related experience preferred5
years of Qualified Plan/Trust administration experience preferredUnderstanding of ERISA and Pension industry rules and regulations is strongly preferred.
Proven success in a client facing role Demonstrated ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a working knowledge of mutual funds and other investments.
Excellent written and oral communication skills ASPPA, CEBS and/or NIPA designation preferred.
QPA, QKA, CPC or equivalent certification/designation also preferred.
Ability to actively participate in client presentations is a key strength in this role.
Must be available for overnight travelWhats in it for youAt Schwab, were committed to empowering our employees personal and professional success.
Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceBy applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditionsAbout the Company:
Charles SchwabSchwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.
Selected as one of the FORTUNE Top 50 World's Most Admired Companies , Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.
Schwab received a fifth consecutive win of the Gallup Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.
Schwab's commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.
Company Size:
50 to 99 employees Industry:
BankingFounded:
1976Website:
https:
//www.
aboutschwab.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
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