Full-Time

Retirement Plan Services Implementation Manager

Confirmed live in the last 24 hours

Charles Schwab

Charles Schwab

10,001+ employees

No salary listed

Senior, Expert

Austin, TX, USA + 2 more

More locations: Westlake, TX, USA | Seven Hills, OH, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Requirements
  • Requires bachelor’s degree or equivalent
  • 8 + years’ experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus)
  • Must have strong Excel skills.
  • Excellent written and oral communication skills
  • Strong customer focus, including ability to think in terms of the internal and external customers’ perspectives and expectations.
  • Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills.
  • Ability to multi-task among competing priorities
  • Ability to motivate/inspire others to achieve team goals and client satisfaction.
  • Willingness to take the initiative when faced with a new or challenging situation.
  • Ability and willingness to take on a leadership role in this position including demonstrating a willingness to support new ideas.
  • Desire to learn and take on tasks outside area of primary responsibility.
  • Proficiency in plan administration and ERISA.
Responsibilities
  • Perform oversight, planning, and execution of tasks related to new client conversions, acquisitions/mergers, and ongoing plan maintenance.
  • Communicating and managing all internal and external stakeholders of activities relating to conversions, mergers, acquisitions, and existing book of business; including internal Schwab teams, plan sponsors, Trustees/Custodians, and advisors (if needed).
  • Reviewing plan setup tasks on our core recordkeeping system SRI, RPM, and APS using plan documents, services agreements & summary of plan provisions with a focus on Advice/Managed Accounts products.
  • Updating systems with new or changing plan provisions, as well as annual or periodic events.
  • Updating procedures and checklists, and training personnel as needed.
  • Utilizing tools & resources to document errors discovered and analyzing trends that might require additional training or process updates.
  • Assisting with ongoing audits which might include initial walkthroughs, providing proof of tasks completed and assisting with writing up action plans, if necessary.
  • Coordinating and managing related activities of clients and internal and external business partners.
  • Keeping knowledge of product offerings current and working together with business partners to determine and adapt to impacts on our systems and processes.
Desired Qualifications
  • QKA designation, preferred but not required.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1973

Simplify Jobs

Simplify's Take

What believers are saying

  • Schwab's 24/5 trading can attract global clients seeking flexible trading hours.
  • The rise of fractional share trading attracts younger investors to Schwab.
  • Growing interest in ESG products presents an opportunity for Schwab's expansion.

What critics are saying

  • TD Bank's stake sale may cause volatility in Schwab's stock price.
  • Executive retirements could lead to strategic shifts and instability.
  • Competition from the Texas Stock Exchange may impact Schwab's market share.

What makes Charles Schwab unique

  • Schwab offers 24/5 trading, a unique feature among major brokerage firms.
  • The thinkorswim platform provides advanced trading tools for active traders.
  • Schwab's acquisition of Ameritrade enhances its trading capabilities and client base.

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Benefits

Professional Development Budget

Company News

FF News
Feb 13th, 2025
Schwab Makes Expanded 24-Hour Trading Available To All Clients

Charles Schwab, a leader in investing and trading with $10.10 trillion in total client assets that facilitates approximately six million daily average trades globally, today announced the launch of broad access to an expanded range of securities in the overnight trading session following a series of successful pilots at the end of 2024. Now, all Schwab clients globally can trade an expanded list of securities including the S&P 500 and Nasdaq-100 stocks 24 hours a day, five days a week (24/5), via the thinkorswim® platform suite.Ameritrade, which was acquired by Schwab in 2020, pioneered 24/5 trading in 2018 as the first U.S. retail broker-dealer to make it available to traders. Schwab began piloting expanded overnight access with a small group of clients in November 2024 and has gradually expanded the reach in the intervening months in preparation for broad availability.James Kostulias, Managing Director and Head of Trading Services at Charles Schwab, said: “We are proud to have been at the forefront of overnight trading several years ago and that we are continuing to evolve and enhance our capabilities and platforms to meet the needs of today’s modern traders.“Each day, Schwab facilitates about twice the trades of any competitor that shares that figure publicly, and we know that expanding access to overnight trading to our millions of clients is a significant milestone not just for Schwab, but for our industry. In consideration of Schwab’s leadership position and our ‘through clients’ eyes’ strategy, we have worked hard to combine the power of our world-class trading platforms, specialised 24-hour service and support, and tailored education to deliver an overnight trading experience that reflects the unique dynamics and potential risks this offering can present, while empowering clients to trade in the ways that suit them and their lifestyle best.”Insights from Schwab’s recent 24/5 expansion pilotDuring the expanded 24/5 pilot period, which ran from November 2024 through January 2025, a small group of clients were able to trade between the hours of 01:00-09:00 GMT/20:00-04:00 ET. The most active trading hours of the overnight session were the first and last, between 01:00-02:00 GMT/20:00-21:00 ET and 08:00-09:00 GMT/03:00-04:00 ET.The stocks Schwab clients most actively bought, sold, or both during the pilot were:Tesla Inc

PYMNTS
Feb 10th, 2025
TD Bank Selling Charles Schwab Stake to Combat AML Fallout | PYMNTS.com

TD Bank is reportedly selling its 10.1% stake in investment firm Charles Schwab. That’s according to a report Monday (Feb. 10) by The Wall Street Journal

PR Newswire
Jan 31st, 2025
Texas Stock Exchange Files Form 1 Registration To Operate As A National Securities Exchange

TXSE Group Inc closes its initial capital raise at $161 million, making it the most well-capitalized exchange to ever file a Form 1DALLAS, Jan. 31, 2025 /PRNewswire/ -- TXSE Group Inc announced today that the Texas Stock Exchange LLC (TXSE) has filed its Form 1 registration with the U.S. Securities and Exchange Commission (SEC).TXSE is one of the only fully integrated exchanges to file for SEC approval in the past 20 years. Its filing proposes trading, listings of corporate issuers and ETPs, auctions, and a range of data products.TXSE's goal is to provide greater alignment with issuers and investors and address the high cost of going and staying public. TXSE is also well underway in building an order matching engine that leverages the latest technology to deliver predictable performance, low latency, and speed comparable to that of the world's top-performing markets.TXSE will continue to work with the SEC on the approval of its registration. If granted, TXSE intends to launch trading in early 2026, with listings by the end of the same year."Today marks another milestone in our journey to make the Texas Stock Exchange a reality," said James H Lee, founder and CEO of TXSE Group Inc

Bloomberg
Jan 31st, 2025
Texas Stock Exchange Raises $161 Million, Sees 2026 Trading Start

TXSE Group Inc., parent company of the proposed Texas Stock Exchange, closed its initial fundraising round at $161 million and said the TXSE has filed for registration as a bourse with the US Securities and Exchange Commission.

Business Wire
Oct 9th, 2024
Dynasty Financial Partners Closes Minority Private Capital Raise

Dynasty Financial Partners today announced it closed a minority capital raise to fuel its ongoing growth. Several of Dynasty’s long-standing investors