Director, Retirement Plan Modernization Programs

Charles Schwab; Richfield Township (OH); On-site; USD 160,000 - 230,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a seasoned leader to drive a multi-year Retirement Plan Services modernization program, transforming recordkeeping capabilities and strengthening operational readiness. You will coordinate across business, operations, product, technology, risk, and client-facing teams to execute plans and manage dependencies.

The role demands strong program leadership, stakeholder influence, and ability to translate strategic objectives into actionable roadmaps, ensuring successful

Qualifications

• 10+ years leading large-scale transformation or modernization programs.
• Ability to navigate ambiguity and manage multiple priorities and stakeholders.
• Proven track record coordinating across business, operations, technology, risk, and compliance.

Responsibilities

• Lead planning and governance for Retirement Plan Services modernization initiatives.
• Drive readiness activities, stakeholder engagement, and change management across cross-functional teams.
• Develop integrated plans with milestones, risks, and dependencies; report progress to leadership.

Skills

Leadership

Stakeholder management

Program management

Change management

Strategic communication

Education

Bachelor's degree

PMP Certification

Agile/Scrum Certifications

Job description

Schwab is seeking a seasoned leader to drive a multi-year Retirement Plan Services modernization program, transforming recordkeeping capabilities and strengthening operational readiness. You will coordinate across business, operations, product, technology, risk, and client-facing teams to execute plans and manage dependencies.

The role demands strong program leadership, stakeholder influence, and ability to translate strategic objectives into actionable roadmaps, ensuring successful