Strategic Client Lead, Defined Benefit Plans

Charles Schwab Careers; Richfield Township (OH); Vor Ort; USD 100.000 - 140.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Paid time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Zusammenfassung

Charles Schwab Corporation in Richfield Township, OH, is seeking a Client Services Manager for Defined Benefit Services. You will serve as the primary relationship manager for a portfolio of retirement plan clients, guiding governance, operations, and service delivery while coordinating with actuarial, trust/custody, and administration teams.

The role emphasizes building trusted relationships with plan sponsors and consultants, leading client meetings, addressing regulatory changes, and driving

Qualifikationen

• Bachelor's degree or equivalent experience.
• Demonstrated experience managing client relationships.
• Ability to lead client discussions, influence stakeholders, and communicate complex concepts.
• Experience coordinating cross‑functional teams and driving outcomes.
• Excellent organizational and project management skills with competing priorities.

Aufgaben

• Manage and deepen relationships with a portfolio of defined benefit plan sponsors, supporting governance and operations.
• Build trusted relationships with client decision-makers, consultants, and internal partners.
• Lead client meetings, business reviews, and discussions on plan operations and regulatory developments.
• Coordinate cross‑functional teams to deliver integrated retirement solutions.
• Identify risks and proactively drive resolution to ensure positive client outcomes.
• Partner with sales and relationship teams to support retention and growth of Schwab relationships.
• Balance client needs with risk management and Schwab policies while delivering quality service.

Kenntnisse

Client relationship management

Leadership in client discussions

Cross-functional coordination

Project management

Organizational skills

Travel flexibility

Ausbildung

Bachelor's degree or equivalent experience

Jobbeschreibung

Charles Schwab Corporation in Richfield Township, OH, is seeking a Client Services Manager for Defined Benefit Services. You will serve as the primary relationship manager for a portfolio of retirement plan clients, guiding governance, operations, and service delivery while coordinating with actuarial, trust/custody, and administration teams.

The role emphasizes building trusted relationships with plan sponsors and consultants, leading client meetings, addressing regulatory changes, and driving