Sr Specialist, Conversion & Implementation

Charles Schwab Inc.; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Charles Schwab Corporation is seeking a Senior Conversion and Implementation Specialist to lead onboarding of employer-sponsored retirement plans and guide customers through complex transitions to Schwab as successor custodian and paying agent.

You will own new-account opportunities from inquiry to implementation, coordinating documentation, investments, asset transfers, data, reporting, and operational setup. Strong communication and judgment are essential in this visible, client-facing role.

Qualifications

• 4+ years in client-facing financial services (onboarding, conversion, trust or custody)
• Knowledge of qualified retirement plans, ERISA, DOL requirements, onboarding and trust/custody services
• Experience leading complex client conversations and multi-account transfers
• Strong analytical, research, problem-resolution, written communication, and organizational skills
• Ability to manage competing priorities, work independently, meet deadlines, and maintain accuracy

Responsibilities

• Lead consultative onboarding engagements for retirement plan clients and partners
• Guide retirement plan setup on the Trust Bank platform using multiple applications/workflows
• Lead client meetings and translate complex retirement plan, transfer, and account setup requirements into clear next steps
• Coordinate in-kind asset transfers from prior custodians and resolve aging transfer requests through completion
• Collect, review, and validate new-account agreements, fund attachment documentation, and supporting records
• Partner across internal teams to confirm accounts are established with the correct products, data, reporting, and operational requirements
• Research issues, identify root causes, document findings for quality control and audit partners, and drive timely resolution
• Monitor Salesforce queues and project deliverables to support accurate data, strong execution, and a seamless client experience

Skills

Client onboarding

Complex stakeholder management

Analytical skills

Written communication

Organizational skills

Time management

Education

Bachelor's degree in finance/economics/business

Tools

Excel

Salesforce

Job description

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Charles Schwab Trust Bank provides trust, custody, trading, and technical services to retirement plan sponsors, investment advisors, independent recordkeepers, and third-party administrators. As a Senior Conversion and Implementation Specialist, you will lead the onboarding of employer-sponsored retirement plans and guide clients through complex transitions to Schwab as successor custodian and paying agent.

You will own assigned new-account opportunities from initial inquiry through implementation, coordinating account documentation, investments, asset transfers, data, reporting, and operational setup. This visible, client-facing role requires sound judgment, clear communication, and the ability to build trusted relationships with clients, attorneys, recordkeepers, advisors, and internal partners.

What you’ll do

• Lead consultative onboarding engagements for retirement plan clients and business partners
• Guide the setup of retirement plans on the Trust Bank platform using multiple applications and workflows
• Lead client meetings and translate complex retirement plan, transfer, and account setup requirements into clear next steps
• Coordinate in-kind asset transfers from prior custodians and resolve aging transfer requests through completion
• Collect, review, and validate new-account agreements, fund attachment documentation, and supporting records
• Partner across internal teams to confirm accounts are established with the correct products, services, data, reporting, and operational requirements
• Research issues, identify root causes, document findings for quality control and audit partners, and drive timely resolution
• Monitor Salesforce queues and project deliverables to support accurate data, strong execution, and a seamless client experience

Required Qualifications

• Minimum of 4 years of progressive financial services experience in a client-facing, operations, conversion, onboarding, trust and custody, recordkeeping, or retirement plan services role
• Working knowledge of qualified retirement plans, ERISA, Department of Labor requirements, plan onboarding, and trust and custody services
• Experience leading complex client conversations and projects involving multiple accounts, transfers, documents, and cross-functional partners
• Strong analytical, research, problem-resolution, written communication, and organizational skills
• Ability to manage competing priorities, work independently, meet deadlines, and maintain accuracy in a fast-moving environment

Preferred Qualifications

• Bachelor’s degree in finance, economics, business administration, or a related field
• Understanding of investments, trading, asset transfers, and the operational considerations involved in transitioning retirement plan business
• Advanced proficiency with Microsoft Office, especially Excel, and experience using Salesforce or other CRM and database systems
• Professional presence, intellectual curiosity, emotional intelligence, and an ownership mindset, with the ability to build trust and navigate sensitive client situations
• Ability to identify process gaps, anticipate downstream impacts, and communicate practical improvements to management and leadership

Designation requirement: The selected candidate will be required to obtain an ASPPA designation if they do not already hold one.

Additional requirement: This position may require overtime during critical production periods.