Charles Schwab

Retirement Plans Operation Services, Sr. Manager (PL)

Charles Schwab$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in retirement plan administration or payroll operations
  • Advanced skills in Microsoft Office Suite, especially Excel
  • Ability to handle multiple tasks in a fast-paced environment
  • Bachelor's degree or equivalent experience
  • Exceptional time management and interpersonal skills

Responsibilities

  • Lead payroll programming support to ensure accuracy and timeliness
  • Coach and develop team members to strengthen accountability
  • Collaborate with internal and external stakeholders on payroll changes
  • Oversee daily operations, workflows, and quality standards
  • Identify opportunities for process improvement and risk reduction

Benefits

  • Eligibility for bonus or incentive opportunities
Full Job Description
The Payroll Program Senior Manager is a leadership position responsible for creating and maintaining a positive work environment that fosters employee engagement. The team’s main responsibilities include:

  • Set-up and monitoring of feedback files,
  • Contribution Management System (CMS) set-up,
  • IDF set-up, Quality Assurance and Quality Control of the function
  • SFTP set-up, monitoring and diagnosing issues,
  • Lead and support client calls and emails related to programming issues or assigned projects
  • Providing technical assistance on areas of responsibility and troubleshooting when issues arise
  • Working closely with Payroll Consulting team during the life cycle of a project

What youll do:

Lead the team in delivering timely, accurate payroll programming support while coaching team members, strengthening accountability, and driving improvements that enhance the client experience, reduce risk, and support service commitments.

Responsibilities include leading, coaching, and developing team members while setting clear expectations and maintaining accountability for goals and deliverables. This role works directly with internal and external partners, plan sponsors, and payroll vendors to support payroll-related changes, manage project priorities, and ensure timely follow-through. The Senior Manager also oversees daily operations, workflow, controls, and quality standards while identifying opportunities to improve processes, reduce risk, strengthen administrative efficiency, and enhance the overall client experience.

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:

  • 5 67 years of experience in qualified retirement plan administration, the financial services industry, payroll operations, or a related role.
  • Advanced knowledge of Microsoft Office Suite of programs including Excel, Word, PowerPoint and OneNote.
  • Ability to multi-task in a fast-paced, deadline-driven environment with minimal errors.
  • Bachelors Degree or equivalent experience
  • Outstanding time management skills and exceptional interpersonal/analytical skills.

Preferred Qualifications:

  • Client-focused with a commitment to delivering exceptional outcomes.
  • Strong communication and presentation skills.
  • Proven ability to build collaborative relationships across teams and leadership levels.
  • Excellent analytical, problem-solving, and decision-making capabilities.
  • Demonstrates sound judgment, business acumen, and a results-oriented mindset.

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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