Senior Manager, Retirement Plan Solutions & Relationships

Charles Schwab; Austin (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match and ESPP

Paid vacation and sabbatical after 5y

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Retirement Plan Consultant to advise on retirement plan solutions and build strong relationships with advisors and sponsors. The role focuses on educating stakeholders, cross-functional collaboration, and developing new business opportunities through a network of Schwab partners.

Ideal candidates will bring Series 7 eligibility, 2+ years in financial services, and deep retirement plan knowledge.

Qualifications

• Bachelor's degree or equivalent work-related experience.
• Valid and active Series 7 license (may be obtained within 120 days).
• 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Skills

Series 7 license

Financial services experience

Retirement plans experience

Brokerage/banking knowledge

Client relationship building

Travel willingness

Education

Bachelor's degree or equivalent

Job description

Charles Schwab is seeking a Retirement Plan Consultant to advise on retirement plan solutions and build strong relationships with advisors and sponsors. The role focuses on educating stakeholders, cross-functional collaboration, and developing new business opportunities through a network of Schwab partners.

Ideal candidates will bring Series 7 eligibility, 2+ years in financial services, and deep retirement plan knowledge.