Senior Conversion Lead, Retirement Plan Services

Charles Schwab; Westlake (TX); Sur place; USD 130 000 - 180 000; Plein temps

Avantages offerts par ce poste

401(k) with company match and Employee

Stock purchase plan

Paid vacation and sabbatical after 5 y

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

Schwab is seeking a Senior Conversion Manager to lead the transition of new business to SchwabPlan®. This role is client-facing and will drive project leadership, planning, and cross-department coordination to deliver high-quality implementations on time.

The position emphasizes strong communication, customer focus, and the ability to manage multiple priorities while guiding a cross-functional team. In-office collaboration is expected four days per week in Westlake, TX.

Qualifications

• Associate or bachelor’s degree or equivalent experience.
• 8+ years’ experience in the financial services and/or record keeping industry with a concentration in Defined Contribution Plan Services.
• Excellent written and oral communication skills, including with all levels of management.
• Strong customer focus, with the ability to think from the customer's perspective and expectations.
• Works autonomously while motivating and inspiring others to achieve team goals and client satisfaction.
• Strong interpersonal, analytical, problem-solving, negotiation, influencing, decision-making and conflict resolution skills.
• Takes initiative in new or challenging situations.
• Manages multiple competing priorities effectivelyAn inquisitive, collaborative mindset that seeks process improvement opportunities and proactively resolves problems through partnership.

Responsabilités

• Provide project leadership for a cross-functional team of conversion or implementation professionals.
• Creation of a conversion project plan to facilitate the conversion or implementation process and identify tasks of all relevant parties in conversion.
• Run weekly conversion status update calls to review the project plan and make appropriate and meaningful decisions to keep the project on task.
• Review of plan documents for operational considerations of the various Schwab Retirement Plan Services departments.

Connaissances

Project leadership

Cross-functional teamwork

Communication skills

Client satisfaction

Decision making

Negotiation

Problem solving

Initiative

Prioritization

Formation

Bachelor's degree or equivalent experience

Description du poste

Schwab is seeking a Senior Conversion Manager to lead the transition of new business to SchwabPlan®. This role is client-facing and will drive project leadership, planning, and cross-department coordination to deliver high-quality implementations on time.

The position emphasizes strong communication, customer focus, and the ability to manage multiple priorities while guiding a cross-functional team. In-office collaboration is expected four days per week in Westlake, TX.