Charles Schwab

Director, Relationship Management (PL) - Retirement Plan Services - Mega Market

Charles Schwab • $120K — $150K *
Raleigh, NC 27610In-Person
Finance & Insurance
11 - 15 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 12+ years in relationship management or client leadership specific to retirement, investments, or benefits consulting
  • Experience managing clients with over $1B in Assets Under Management (AUM)
  • Expertise in multiple retirement plan types including DC, DB, Cash Balance, and NQDC
  • Thorough understanding of ERISA and relevant industry regulations
  • Strong grasp of investment products including Mutual Funds, ETFs, and money market options
  • Demonstrated executive credibility with C-suite stakeholders
  • Proven problem-solving skills in complex retirement program environments

Responsibilities

  • Lead strategic client relationships for Schwab’s largest enterprise clients
  • Deliver insights and solutions that influence executive decision-making
  • Manage a team of client service managers ensuring operational accuracy
  • Foster a culture of accountability and critical thinking within the team
  • Identify risks and propose innovative solutions related to retirement plans
  • Collaborate across functions including compliance, investment, and technology
  • Guide clients in developing comprehensive total rewards and financial wellbeing strategies

Benefits

  • Opportunity to lead at scale within a major financial institution
  • Business travel opportunities—2-3 trips per month
  • Engagement with high-level executives and decision-makers
  • Chance to influence financial wellbeing strategies on a large scale
  • Focus on continuous improvement and client-first service delivery
Full Job Description
As a Mega Market Relationship Manager for Schwab Retirement Plan Services, you will apply advanced client relationship leadership, strategic consulting, and retirement plan expertise to guide Schwab’s largest enterprise clients. This role centers on using your skills to influence executive decision makers, solve complex organizational challenges, and advance clients’ total rewards and financial wellbeing strategies.

 

You will leverage strong executive communication, strategic influence, and business acumen to understand client priorities, anticipate emerging needs, and deliver insights that shape long‑term outcomes. Your deep technical skills across 401(k), Defined Benefit, Cash Balance, and Nonqualified Deferred Compensation plans enable you to identify risks, propose solutions, and articulate plan design and regulatory considerations with confidence.

 

This position also draws on your leadership and coaching skills as you guide a high‑performing team of client service managers responsible for operational accuracy and daily service delivery. You’ll foster a culture of accountability, critical thinking, continuous improvement, and client‑first execution.

 

If you excel at navigating complexity, influencing decisions, and delivering enterprise‑level value, this role offers the opportunity to lead at scale while advancing Schwab’s mission to serve clients with integrity and innovation.

 

Travel up to two to three times per month during the week.

What you have

Required:

  • 12+ years of relationship management or client leadership experience within retirement, investments, or benefits consulting.
  • Experience managing clients with AUM over $1B
  • Expertise across retirement plan types (DC, DB, Cash Balance, NQDC)
  • Validated understanding of ERISA, industry rules and regulations, and non-qualified plan design.
  • Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, other investment products, in-plan advice and guidance, and managed account services.
  • Executive relationship management and credibility with C‑suite stakeholders
  • Consultative problem‑solving across complex retirement program environments
  • Risk identification and mitigation rooted in ERISA and regulatory knowledge
  • Strategic planning and governance facilitation
  • Cross‑functional collaboration with product, compliance, investment, actuarial, and technology partners
  • Clear, compelling communication—written, verbal, and presentation
  • Sound judgment and resilience in high‑visibility client situations

Preferred:

  • ASPPA, CEBS and/or NIPA designation preferred. QPA, CPC or equivalent certification/designations preferred.
  • Broader total rewards or financial wellness knowledge preferred.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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