Senior Enterprise Retirement Relationship Leader

Charles Schwab; Richfield Township (OH); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Tuition reimbursement

Job summary

A financial services company is seeking a Mega Market Relationship Manager to oversee enterprise clients within retirement services. This role involves strong relationship management, strategic consulting, and expertise across various retirement plans. Candidates should have over 12 years of experience, exceptional communication skills, and a proven ability to navigate complex client environments. The position supports a hybrid work model and emphasizes employee development through competitive benefits and continuous learning opportunities.

Qualifications

• 12+ years of relationship management or client leadership experience within retirement, investments, or benefits consulting.
• Expertise across retirement plan types (DC, DB, Cash Balance, NQDC).
• Validated understanding of ERISA, industry rules and regulations.

Responsibilities

• Guide Schwab’s largest enterprise clients in retirement plan services.
• Lead a high-performing team responsible for service delivery.
• Deliver insights that shape long-term client outcomes.

Skills

Relationship management

Strategic consulting

Executive communication

Problem-solving

Cross-functional collaboration

Education

ASPPA, CEBS and/or NIPA designation

QPA, CPC or equivalent certification

Job description

A financial services company is seeking a Mega Market Relationship Manager to oversee enterprise clients within retirement services. This role involves strong relationship management, strategic consulting, and expertise across various retirement plans. Candidates should have over 12 years of experience, exceptional communication skills, and a proven ability to navigate complex client environments. The position supports a hybrid work model and emphasizes employee development through competitive benefits and continuous learning opportunities.