Senior Retirement Plan Conversions Lead

Charles Schwab Corporation; Westlake (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

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.

Responsibilities

• 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

Skills

Project leadership

Cross-functional collaboration

Stakeholder management

Written and oral communication

Problem solving

Time management

Customer focus

Education

Bachelor's degree or equivalent

Job description

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.