Retirement Services Implementation Senior Specialist

Charles Schwab; Richfield Township (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Charles Schwab in Richfield Township, OH is seeking an Implementation Specialist for the Plan Administration and Implementation (PAI) team to drive high-quality execution of new business conversions on site.

You will collaborate with internal Schwab teams, plan sponsors, trustees, and advisors to ensure accurate data loading, timely reviews, and smooth transitions for clients and their employees.

Qualifications

• Bachelor's degree or equivalent experience required.
• 4+ years in financial services/record keeping with Defined Contribution Plan Services experience preferred.
• QKA designation preferred but not required.

Responsibilities

• Implement and communicate with internal and external stakeholders during the conversion process.
• Document project milestones and review plan/participant data in Excel.
• Coordinate with CSTB, RIS and Asset Maintenance on fund setup for new conversion.
• Communicate with offshore teams for loading participant data and plan maintenance.
• Load and review census data for SOX notifications and open enrollment.
• Prepare loans, investment elections, vesting and tax data for transitioning participants.
• Manage caseload using Work Request system for plan changes.

Skills

Interpersonal skills

Analytical skills

Problem solving

Organizational skills

Decision making

Conflict resolution

Leadership

Excel skills

Education

Bachelor's degree or equivalent experience

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).

The Implementation Team within Plan Administration and Implementation (PAI) is committed to providing a seamless transition of plan and participant records to Schwab for both new business conversions and ongoing plan mergers. It is true that you never get a second chance to make a first impression. We have assembled a team of some of the most experienced and qualified people in the industry. Our goal is to lead the industry in plan conversions through a proven process that focuses on quality, timeliness and the best overall conversion experience for our clients and their employees.

The Implementation Specialist position will be responsible for the high‑quality execution of all aspects of new business conversions.

What You'll Do

Implementing and communicating with internal and external stakeholders of the conversion including prior record keepers, internal Schwab teams, plan sponsors, Trustee/Custodian, and advisors (if needed). Day to day responsibilities include but are not limited to:

• Documenting all project milestones regarding plan/participant data reviews in excel format
• Working with CSTB, RIS and Asset Maintenance on setup of funds for new conversion
• Communicating with offshore on loading participant level data as well as plan maintenance setup
• Loading and reviewing various census for SOX notifications and open enrollment
• Preparing loans, investment elections, vesting and tax data for participants transitioning to Schwab
• Managing caseload using Work Request system for plan changes

What you have

Required Qualifications

• Requires Bachelor's degree or equivalent experience
• 4 + years' experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus)

Preferred Qualifications

• QKA designation, preferred but not required
• Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills
• 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.
• Proficiency in plan administration and ERISA;
• Strong Excel skills.
• Excellent written and oral communication skills
• Strong customer focus, including ability to think in terms of the customers perspective and expectation
• Ability to multi-task among competing priorities
• Proficiency in plan recordkeeping software within 6 months of hire
• Ability to motivate/inspire others to achieve team goals and client satisfaction

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

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