Retirement Plans Operation Service, Sr. Manager

Charles Schwab Corporation; Westlake (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Charles Schwab Corporation in Westlake, TX is seeking a Retirement Plan Consultant to advise prospective clients on retirement plan solutions, handle complex design conversations, and stay abreast of market trends. You will build relationships with independent advisors, promote Schwab Retirement Advisor Portfolio, and collaborate with advisors and internal partners across teams.

Some travel for business development and client support is expected.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Active Series 7 license required or obtained within 120 days.
• Minimum two years in financial services and retirement plans.

Responsibilities

• Consult and advise prospective clients on retirement plan solutions.
• Handle complex plan design conversations and understand market conditions.
• Build and nurture relationships with advisors and internal partners.
• Educate stakeholders and collaborate across teams; travel for business development and client support.

Skills

Client relationship building

Consulting

Business development

Education

Bachelor’s degree or equivalent work-related experience

Tools

Series 7 license

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.

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).

Schwab Retirement Network™ (SRN) serves the retirement plan needs of professional service companies, plan sponsors, and participants. The team provides consulting, plan administration, and advisory services for plans of all types and sizes. Through active engagement with plan sponsors, third party administrators (TPAs), and advisors, Schwab demonstrates its commitment to the retirement industry. By minimizing the complexities of business retirement plans for both internal and external clients, the network helps professionals navigate these challenges and ensures client confidence—whether for a one-time opportunity or an ongoing relationship.

The role focuses on consulting and advising clients, building and nurturing relationships (both internal and external), educating stakeholders, collaborating across teams, and engaging in travel for business development and client support.

Key Deliverables for a Successful Candidate:

• Retirement Plan Consulting
  • Consult and advise prospective clients on retirement plan solutions based on company goals and objectives.
  • Handle complex plan design conversations.
  • Demonstrate understanding of the current marketplace.
• Relationship Building & Business Development
  • Establish strong relationships with advisors to promote Schwab Retirement Advisor Portfolio.
  • Identify, develop, and channel new business opportunities through relationships with Schwab Financial Consultants, Branch Managers, and Regional Branch Executives.
  • Assist Independent Recordkeepers in establishing and developing business relationships with advisors.
  • Actively identify internal partners that could benefit from SRN services.
• Education
  • Educate advisors on the spectrum of retirement products available at Schwab.
  • Proactively work with Recordkeeping/TPA clients to understand their business and how Schwab can help them grow.
• Collaboration & Cross-Functional Partnership
  • Work with Retirement Business Services Relationship Managers and Sales Team to build and maintain working relationships with Independent Recordkeepers that utilize Charles Schwab for Custody and Trust services.
  • Work closely with management on special projects as needed.

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:

• Bachelor’s degree or equivalent work-related experience
• A valid and active Series 7 license (may be obtained within a 120-day condition of employment)
• Minimum of two years experience in the financial services industry
• Minimum of two years experience working with retirement plans
• Knowledge of brokerage/banking products and services
• Strong client relationship building experience

Preferred Qualifications:

• Responsible for prospecting, working, and closing new registered independent advisor and independent record keepers for retirement plans.
• Financialbusiness developmentexperience (highly preferred)

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.