Director, Relationship Management (PL) - Retirement Plan Services - Mega Market

Charles Schwab; Richfield Township (OH); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Tuition reimbursement

Job summary

A financial services company is seeking a Mega Market Relationship Manager to oversee enterprise clients within retirement services. This role involves strong relationship management, strategic consulting, and expertise across various retirement plans. Candidates should have over 12 years of experience, exceptional communication skills, and a proven ability to navigate complex client environments. The position supports a hybrid work model and emphasizes employee development through competitive benefits and continuous learning opportunities.

Qualifications

• 12+ years of relationship management or client leadership experience within retirement, investments, or benefits consulting.
• Expertise across retirement plan types (DC, DB, Cash Balance, NQDC).
• Validated understanding of ERISA, industry rules and regulations.

Responsibilities

• Guide Schwab’s largest enterprise clients in retirement plan services.
• Lead a high-performing team responsible for service delivery.
• Deliver insights that shape long-term client outcomes.

Skills

Relationship management

Strategic consulting

Executive communication

Problem-solving

Cross-functional collaboration

Education

ASPPA, CEBS and/or NIPA designation

QPA, CPC or equivalent certification

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us ‘challenge the status quo’ and transform the finance industry together.

As a Mega Market Relationship Manager for Schwab Retirement Plan Services, you will apply advanced client relationship leadership, strategic consulting, and retirement plan expertise to guide Schwab’s largest enterprise clients. This role centers on using your skills to influence executive decision makers, solve complex organizational challenges, and advance clients’ total rewards and financial wellbeing strategies.

You will leverage strong executive communication, strategic influence, and business acumen to understand client priorities, anticipate emerging needs, and deliver insights that shape long‑term outcomes. Your deep technical skills across 401(k), Defined Benefit, Cash Balance, and Nonqualified Deferred Compensation plans enable you to identify risks, propose solutions, and articulate plan design and regulatory considerations with confidence.

This position also draws on your leadership and coaching skills as you guide a high‑performing team responsible for operational accuracy and daily service delivery. You’ll foster a culture of accountability, critical thinking, continuous improvement, and client‑first execution.

If you excel at navigating complexity, influencing decisions, and delivering enterprise‑level value, this role offers the opportunity to lead at scale while advancing Schwab’s mission to serve clients with integrity and innovation.

What you have

Required

• 12+ years of relationship management or client leadership experience within retirement, investments, or benefits consulting.
• Expertise across retirement plan types (DC, DB, Cash Balance, NQDC)
• Validated understanding of ERISA, industry rules and regulations, and non-qualified plan design.
• Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, other investment products, in-plan advice and guidance, and managed account services.
• Executive relationship management and credibility with C‑suite stakeholders
• Consultative problem‑solving across complex retirement program environments
• Risk identification and mitigation rooted in ERISA and regulatory knowledge
• Strategic planning and governance facilitation
• Cross‑functional collaboration with product, compliance, investment, actuarial, and technology partners
• Clear, compelling communication—written, verbal, and presentation
• Sound judgment and resilience in high‑visibility client situations
• Ability to travel up to 50% of the time

Preferred

• ASPPA, CEBS and/or NIPA designation preferred. QPA, CPC or equivalent certification/designations preferred.
• Broader total rewards or financial wellness knowledge preferred.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance