Charles Schwab

Sr. Specialist, Retirement Operations

Charles Schwab • $75K — $95K *
Austin, TX 78745In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent experience
  • 4+ years in financial services or recordkeeping, preferably in Defined Contribution Plan Services
  • Knowledge of retirement plan recordkeeping
  • Proficient in Excel with data analysis skills
  • Strong written and verbal communication abilities
  • Experience managing complex processes with multiple stakeholders
  • Strong analytical thinking and problem-solving skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Customer-focused with an understanding of client needs
  • Proven collaboration and interpersonal skills
  • Knowledge of retirement plan administration and ERISA

Responsibilities

  • Update systems with new or amended plan provisions
  • Identify trends and root causes of errors; recommend process improvements
  • Partner with teams, plan sponsors, and advisors to drive successful implementations
  • Review plan setup activities for accuracy and compliance
  • Lead planning and execution of retirement plan conversions and maintenance activities
  • Analyze data for discrepancies and implement solutions
  • Coordinate multiple priorities in a fast-paced environment
  • Support setup of plan assets and participant data ensuring alignment with specifications
  • Contribute to continuous improvement efforts and adapt to business changes
  • Build collaborative relationships fostering accountability and trust

Benefits

  • In-office collaboration environment expected
  • Opportunity for bonus or incentive compensation
Full Job Description
As a Sr. Specialist, you will be a key contributor to delivering seamless retirement plan implementations and ongoing plan maintenance within Retirement Plan Services (RPS). You will help drive the successful implementation of plan changes (source additions, eligibility updates, vesting update)—ensuring accuracy, timeliness, and a high-quality client experience. Acting as a central partner across internal teams and external stakeholders, you will help align priorities, solve complex challenges, and ensure smooth execution across multiple workstreams. Through strong analytical thinking, collaboration, and a solutions-oriented mindset, you will contribute to improving processes, enhancing service delivery, and supporting clients through critical moments of change.

What You’ll Do 

  • Update systems to reflect new or changing plan provisions, maintaining data integrity and operational consistency
  • Identify trends and root causes of errors, proactively recommending process improvements and contributing to operational excellence  
  • Partner with internal teams, plan sponsors, trustees, custodians, and advisors to align on priorities, manage expectations, and drive successful implementations
  • Review and validate plan setup activities within recordkeeping systems, ensuring accuracy and compliance with plan documents and service agreements
  • Lead and support the planning and execution of retirement plan conversions, mergers, and ongoing maintenance activities, delivering accurate, timely, and client-focused outcomes  
  • Analyze data and system outputs to identify discrepancies, apply sound judgment, and implement effective solutions
  • Coordinate multiple priorities and workstreams, demonstrating strong project and time management in a fast-paced, evolving environment
  • Support the setup of plan assets and participant data across systems, ensuring alignment with client specifications and business requirements
  • Contribute to continuous improvement efforts by sharing insights, supporting new ideas, and adapting to changing business needs
  • Build strong, collaborative relationships that foster accountability, trust, and a client-first approach

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).

What you have

Required Qualifications

  • Bachelor’s degree or equivalent experience
  • 4+ years of experience in financial services and/or recordkeeping, ideally within Defined Contribution Plan Services
  • Knowledge of retirement plan recordkeeping
  • Strong Excel skills with the ability to analyze data and support operational decision-making
  • Demonstrated written and verbal communication skills with the ability to engage a range of stakeholders
  • Experience managing or coordinating complex processes involving multiple stakeholders and dependencies
  • Strong analytical thinking and problem-solving skills, with the ability to identify issues and drive resolution
  • Ability to manage multiple priorities and adapt in a fast-paced environment
  • Strong customer focus with the ability to understand and align to client needs and expectations
  • Proven collaboration and interpersonal skills, with the ability to influence and build relationships across teams
  • Knowledge of retirement plan administration and ERISA

Preferred Qualifications

  • QKA designation
  • Experience supporting plan conversions, mergers, or acquisitions within retirement services
  • Experience identifying process improvements and contributing to operational efficiencies
  • Demonstrated ability to take initiative, lead through ambiguity, and support new ideas or changes

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
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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