Charles Schwab

Director, Schwab Retirement Plan Services, Client Specialized Teams & Services

Charles Schwab$150K — $180K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years of financial services experience, with 10+ years in retirement systems for large employers.
  • Bachelor’s degree or equivalent experience required.
  • Extensive knowledge of integrated benefit services, including retirement plans and equity compensation.
  • In-depth understanding of trends and regulations in the retirement and benefits industry.
  • Minimum of 5 years of direct people leadership experience.
  • Proven ability to build relationships and influence at all organizational levels.
  • Success in leading transformation and fostering collaboration within teams.
  • Strong critical thinking, emotional intelligence, and client-focused mindset.

Responsibilities

  • Define and activate the go-to-market model for Retirement Plan Services.
  • Lead a team of experts in various consulting disciplines.
  • Translate strategic goals into actionable priorities and performance metrics.
  • Integrate offerings across direct and partner teams to enhance client solutions.
  • Elevate industry presence and internal practices through leadership.
  • Foster a culture of change, talent development, and continuous improvement.
  • Support strong client and participant outcomes through collaboration.

Benefits

  • In-office collaboration is emphasized for this role.
  • Opportunity to work with a team of experienced professionals in the retirement services area.
  • Leadership role influencing significant client experiences and company objectives.
  • Engagement in continuous improvement and talent development initiatives.
Full Job Description
Your Opportunity

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).

 

In this leadership role, you will define and activate the consulting and thought leadership go-to-market model for Schwab Retirement Plan Services, helping deliver exceptional client experiences, deepen relationships, and support strong plan and participant outcomes. You will lead a team of tenured subject matter experts across actuarial, plan document, conversion, and ERISA consulting while translating strategy into actionable priorities, performance goals, and scalable solutions for clients, consultants, and prospects. You will also serve as an integrator across direct and partner teams to package a holistic client offering, elevate internal practices, strengthen Schwab’s industry presence, and foster a culture of change leadership, talent development, and continuous improvement.

What you have

Required:

  • 15+ years of financial services experience, including 10+ years in the retirement industry supporting large, complex employer-sponsored retirement plans.
  • Bachelor’s degree or equivalent experience
  • Deep knowledge of integrated benefit services, including equity compensation, administration, plan design, qualified retirement plans, and non-qualified executive deferred compensation plans.
  • Strong understanding of retirement and benefits industry trends, regulatory and legislative developments, and ERISA-related requirements.
  • 5+ years of direct people leadership experience
  • Proven leadership and relationship-building skills, with the ability to influence decisions and drive alignment across all levels of the organization.
  • Demonstrated success leading transformation in highly collaborative environments while building strong internal and external partnerships and coaching team members and stakeholders.
  • Strong ownership mindset, emotional intelligence, and critical thinking skills, with a client-focused approach to advancing initiatives and resolving complex issues.

Preferred:

  • Advanced degree

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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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