Senior Retirement Plan Relationship Manager

Charles Schwab; Richfield (MN); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, vision insurance

Paid time off and sabbatical benefits

Tuition reimbursement

Job summary

Charles Schwab in Richfield, MN seeks a Senior Client Service Manager, Relationship Management to own large retirement plan relationships and oversee recordkeeping and administration. You will engage in face-to-face meetings, uncover opportunities, and coordinate with Subject Matter Experts to deliver optimal client outcomes.

The role emphasizes client satisfaction, risk mitigation, and working with partners to expand Schwab relationships with complex plans valued from $500M to $1B.

Qualifications

• 10 years of experience with large, complex employer-sponsored retirement plans.
• Strong written and oral communication skills.
• Ability to develop and implement client strategies and plan design.

Responsibilities

• Lead approximately 8–10 sizable growing client relationships.
• Ensure administration aligns with plan provisions and supports client needs.
• Collaborate with business partners to resolve client issues and drive retention.

Skills

Relationship management

Client engagement

Presentation & communication

Project management

Sales support

Education

Bachelor's degree or equivalent experience

Job description

Charles Schwab in Richfield, MN seeks a Senior Client Service Manager, Relationship Management to own large retirement plan relationships and oversee recordkeeping and administration. You will engage in face-to-face meetings, uncover opportunities, and coordinate with Subject Matter Experts to deliver optimal client outcomes.

The role emphasizes client satisfaction, risk mitigation, and working with partners to expand Schwab relationships with complex plans valued from $500M to $1B.