Charles Schwab

Retirement Payroll Analysis & Consulting Sr. Specialist,

Charles Schwab$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years in retirement plan administration or related fields.
  • Strong grasp of payroll integration and recordkeeping systems.
  • Ability to handle multiple priorities autonomously.
  • Excellent communication skills.
  • Solid analytical and problem-solving abilities.
  • Meticulous attention to detail.

Responsibilities

  • Serve as a specialist for complex payroll integration projects.
  • Create and support custom specifications and layout programming.
  • Support and implement non-standard plan features.
  • Conduct extensive research on payroll designs and plan specifications.
  • Independently deliver small projects and integration changes.
  • Perform detailed audits on test files including custom scenarios.
  • Act as a subject matter expert to support team development.
  • Lead discussions on programming issues and integration projects.

Benefits

  • Eligibility for bonus or incentive opportunities.
Full Job Description

Schwab Retirement Plan Services (SRPS) is a leading provider of bundled retirement plan services for mid-to-large companies. The Payroll Analysis & Consulting team partners with plan sponsors, internal partners, and payroll vendors to design, build, test, and support payroll integrations that enable accurate plan administration and a strong client experience.

 

Impact

Directly supports complex payroll integrations and non-standard plan designs that carry higher operational and financial risk if not implemented accurately. Work impacts client experience, plan accuracy, and downstream recordkeeping processes.

 

Autonomy

Operates with a high degree of independence, managing assigned work and projects end-to-end with minimal oversight. Responsible for identifying issues, driving resolution, and engaging appropriate partners when needed.

 

What you will do

  • Serve as a senior-level specialist responsible for complex payroll integration work, including custom specifications and non-standard plan features.
  • Create and support custom specifications (Inbound/Outbound) and custom layout programming.
  • Support non-standard plan features (e.g., alternate vesting dates, partial loan payments, customized first loan payment dates).
  • Conduct extensive research (process report review, plan specs, payroll design).
  • Own and deliver small projects independently (file indicator updates, source additions, integration changes).
  • Perform thorough and detailed test file audits, including custom scenarios.
  • Act as SME and support team development outside day-to-day work.
  • Participate and lead calls related to programming issues and assigned projects.
  • Assess data needs vs. wants prior to go-live.
What you have

To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful candidates should have. 

 

Required Qualifications:

  • 2–5 years of retirement plan administration or related experience.
  • Strong understanding of payroll integration and recordkeeping systems.
  • Ability to manage multiple priorities independently.
  • Effective communication skills.
  • Strong analytical and problem-solving skills.
  • High attention to detail.

Preferred Qualifications:

  • Assess urgency and determine level of support needed.
  • Strong prioritization skills.
  • Strong knowledge of Microsoft Excel, Word, and OneNote
  • Understand role boundaries and engage appropriate partners.
  • Operate with consultant mindset; not responsible for formal audit review.
  • Maintain accountability for quality and timelines.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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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