Senior Conversion Manager Retirement Plan Services

Charles Schwab Inc.; Westlake (TX); Sur place; USD 120 000 - 160 000; Plein temps

Résumé du poste

Charles Schwab Corporation in Westlake, TX seeks a Senior Conversion Manager to lead cross‑functional teams through client transitions to SchwabPlan®. You will drive on‑time, high‑quality implementations and foster long‑term client relationships, with on‑site work four days a week.

Requirements include 8+ years in financial services, exceptional communication, and a collaborative mindset. Salary is complemented by bonus opportunities.

Qualifications

• 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 effectively.
• An 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 collaboration

Stakeholder management

Written and oral communication

Problem solving

Time management

Customer focus

Formation

Bachelor's degree or equivalent

Description du poste

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.

Applicants must currently be authorized to work for any employer in the United States, now and in the future, on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

The Senior Conversion Manager is responsible for managing and coordinating the transition of new business to SchwabPlan®. This is a pivotal client-facing role that sets the tone for a successful and long-standing client relationship. You will be responsible for relationship management as well as assistance in the sales process by representing the conversion department to prospective clients. You will provide the leadership and project management support and direction to a cross-department project team responsible for delivering high-quality implementations, on time, to satisfied clients. This is a high-profile role for a self-motivated person.

The positions responsibilities will include, but are not limited to the following:

Working in conjunction with the Sales and Business Acceptance departments.

• 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.

Key Measures and Targets

• Client satisfaction based upon a survey completed by plan sponsor at the conclusion of each conversion or implementation.
• Delivery of essential project deliverables.
• Favorable feedback from internal business partners.

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:

• 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 effectively
• An inquisitive, collaborative mindset that seeks process improvement opportunities and proactively resolves problems through partnership

Preferred Qualifications:

• Background in conversions, client management, project management, and operations
• Experience with Defined Benefit and Non-Qualified Deferred Compensation plans
• Working knowledge of organizational policies, procedures, products, and services

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

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