Foreign Affairs Communications Manager Position Summary The Foreign Affairs Communications Manager promotes the scholarship of Foreign Affairs magazine, the leading journal for foreign policy analysis published by the Council on Foreign Relations. This work is integral to furthering the Council’s mission of informing the U.S. role in the world by positioning Foreign Affairs authors and analysis in front of global audiences, helping drive conversation and debate on the most consequential geopolitical issues of the day. Reporting to the Senior Communications Manager of Foreign Affairs, this individual builds and executes comprehensive promotion plans for the magazine’s issue launches (6x per year) and its daily online essays to drive discourse and earned media coverage across traditional and emerging channels. They serve as a central point of contact for authors and media contacts, pitching essays and booking interviews across platforms, and developing a wide network of reporters, editors, and producers to leverage in breaking news moments and for longer-form discussions. This person will maintain coverage trackers, press lists, and other systems. This individual is highly visible within the broader Foreign Affairs editorial and business teams in development of promotion plans and communication of the magazine’s coverage. This role is part of the Global Communications Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.

We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

The Client Relationshp Manager, in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Relationship Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In addition, the goal of the Client Relationship Manager, will be to learn and develop under more tenured Director Relationship Managers to pursue a thoughtful succession plan for SRPS’s largest client relationships. In meeting and exceeding these duties, the Client Relationship Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.

 

What you’re responsible for

Support 1-3 Mega Market client relationships in a team-based fashion.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance).Support sales efforts.Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

3+ years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-qualified plan design.High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.Self-motivated, enthusiastic, and take initiative.Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.Ability to work independently.Excellent written and oral communication skills.Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively service plans with a high-level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Ability to meet deadlines within a fast-paced environment.Ability to collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

5+ years of client and/or participant service experience.ASPPA, CEBS and/or NIPA designation or in process.QPA, CPC or equivalent certification/designations.Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.

We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

The Client Relationshp Manager, in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Relationship Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In addition, the goal of the Client Relationship Manager, will be to learn and develop under more tenured Director Relationship Managers to pursue a thoughtful succession plan for SRPS’s largest client relationships. In meeting and exceeding these duties, the Client Relationship Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.

 

What you’re responsible for

Support 1-3 Mega Market client relationships in a team-based fashion.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance).Support sales efforts.Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

3+ years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-qualified plan design.High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.Self-motivated, enthusiastic, and take initiative.Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.Ability to work independently.Excellent written and oral communication skills.Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively service plans with a high-level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Ability to meet deadlines within a fast-paced environment.Ability to collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

5+ years of client and/or participant service experience.ASPPA, CEBS and/or NIPA designation or in process.QPA, CPC or equivalent certification/designations.Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

 

The Senior Client Service Manager, Relationship Management is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will build an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

 

What you’re responsible for

Leading approximately 12-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience is a major part of your role.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Support Sales efforts, as needed,Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

7+ years of experience working with employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-Qualified plan design.Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills are critical in your role.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively run plans with varying levels of complexity.Time management skills and ability to handle multiple assignments at a given time.Self-motivated, enthusiastic, takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Demonstrate confidence, accountability, and teamwork with each interaction.Flexibility to travel for client visits and sales presentations.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.  

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate, to work on site in the specified location.

 

Our Defined Benefit Services teams provide actuarial, trust/custody, and participant administration services to clients with the objective of providing an integrated retirement plan experience. You play the critical role of primary interface between our plan sponsors, their partners, and the Defined Benefit Services we provide. 

You work together with a team to provide a coordinated approach to client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client satisfaction, client retention, and expansion of the overall Schwab relationship.  

What you’re responsible for

Manage the client relationship with the goal of client satisfaction and great client promoter scores. Collaborate with business partners to deliver on client objectives. Be responsive to clients and partners, actively communicate project updates, and manage client expectations.Utilize your expertise and engage the subject matter experts to assist with calls, presentations, and face-to-face meetings to ensure client understanding of available solutions to achieve successful outcomes.Consistently explore and discover client and consultant needs by asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Help clients navigate regulatory changes.Support Sales efforts, as needed.Understand and adhere to Schwab policies and practices and play a key role in the mitigation of operational and financial risk to SchwabWhat you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have. 

Required Qualifications:

Bachelor's degree or equivalent experience.5+ years of experience working with employer-sponsored retirement plans. Thorough understanding of retirement plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations. Defined Benefit plan experience and designations/certifications (ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations) are a plus. Excellent written and oral communication skills. Ability to influence and build consensus among team members, leadership, and clients.Ability to work independently with minimal oversight by your manager.Highly responsive approach to client and consultant requests. Excellent project management and time management skills. Ability to handle multiple assignments and meet deadlines within a fast-paced environment.Flexibility to travel for client visits and sales presentations as needed.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

 

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Overview

Are you in search of a new career opportunity that makes a meaningful impact? If so, now is the time to find your calling at Enhabit Home Health & Hospice.

 

As a national leader in home-based care, Enhabit is consistently ranked as one of the best places to work in the country. We’re committed to expanding what’s possible for patient care in the home, all while fostering a unique culture that is both innovative and collaborative.

 

At Enhabit, the best of what’s next starts with us. We not only make it a priority to maintain an ethical and stable workplace but also continually invest in our employees. By extending ongoing professional development opportunities and providing cutting-edge technology solutions, we ensure our employees are always moving their careers forward and prepared to deliver a better way to care for our patients.

 

Ever-mindful of the need for employees to care for themselves and their families, Enhabit offers competitive benefits that support and promote healthy lifestyle choices. Subject to employee eligibility, some benefits, tools and resources include:

30 days PDO – Up to 6 weeks (PDO includes company observed holidays)Continuing education opportunitiesScholarship program for employeesMatching 401(k) plan for all employeesComprehensive insurance plans for medical, dental and vision coverage for full-time employeesSupplemental insurance policies for life, disability, critical illness, hospital indemnity and accident insurance plans for full-time employeesFlexible spending account plans for full-time employeesMinimum essential coverage health insurance plan for all employeesElectronic medical records and mobile devices for all cliniciansIncentivized bonus plan

Responsibilities

Ensure the overall coordination of home health services provided to the patient is delivered according to acceptable standards of practice and company procedures. Review and approve patient information submitted by the licensed professional during a start of care, recertification, resumption of care, or evaluation visit. Facilitate the relationship between physicians, referral sources, patients, caregivers, and employees.

Qualifications
Must be a graduate of an approved school of professional nursing.Must be licensed in the state in which they currently practice, or in accordance with the board of nursing rules for nurse licensure compact for the state in which they practice.Must have at least two years of nursing experience.Must have one year experience in home health or hospice.Must have demonstrated knowledge and understanding of the federal, state, and local laws and regulatory guidelines that govern a home care operation.Must have basic demonstrated technology skills, including operation of a mobile device.

Education and experience, preferred

Previous experience in management is preferred.

Requirements

Must possess a valid state driver licenseMust maintain automobile liability insurance as required by lawMust maintain dependable transportation in good working conditionMust be able to safely drive an automobile in all types of weather conditions

Additional Information

Enhabit Home Health & Hospice is an equal opportunity employer. We work to promote differences in a collaborative and respectful manner. We are committed to a work environment that supports, encourages and motivates all individuals without discrimination on the basis of race, color, religion, sex (including pregnancy or related medical conditions), sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, genetic information, or other protected characteristic. At Enhabit, we celebrate and embrace the special differences that makes our community extraordinary.

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Date Posted: 2026-04-07 Country: United States of America Location: US-CO-AURORA-S77 ~ 16470 E Hughes Dr ~ BLDG S77 Position Role Type: Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: Active and transferable U.S. government issued security clearance is required prior to start date.​ U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance​ Security Clearance Type: TS/SCI without Polygraph Security Clearance Status: Active and existing security clearance required on day 1 At RTX, the world largest aerospace and defense company, 185,000 great minds are united by purpose and inspired to make a difference solving the world’s most complex problems. With our three market leading businesses, world-class operations and investments in research and development, we offer capabilities and opportunity no one else can. Together, we push the boundaries of known science and find new ways to connect and protect our world. Raytheon brings the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. We deliver solutions that help our nation and allies defend freedoms and deter aggression, creating a safer, more secure world. Join us and help shape the future of aerospace and defense. At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world. As a Software Section Manager at Raytheon, you have the opportunity to directly impact the world around you and contribute to classified programs and technologies you are passionate about. Our small agile teams adapt to evolving customer needs and warfighter needs and engineers at Raytheon Technologies benefit from a flexible work environment where engineers can move between teams and support new domains critical to our nation’s defense. What You Will Do Design, develop, test, and maintain advanced ground system software and mentor junior software developers. Lead technical direction and activities for the team. Conduct regular 1:1 meetings with team members to discuss performance, development goals, and workplace satisfaction. Maintain regular touchpoints to understand team morale and workload distribution. Provide ongoing performance feedback. Support formal performance review cycles and provide input to functional and project leadership. Facilitate smooth onboarding for new hires, including orientation to team practices, tools, and expectations. Manage offboarding processes to ensure knowledge transfer and a smooth transition. Ensure team compliance with organizational policies and procedures. Encourage and support ongoing professional development and training opportunities. Recognize and celebrate team and individual achievements, fostering a positive team culture. What You Will Learn Engineering management for a software team Modern DevSecOps and Continuous Integration/Continuous Delivery techniques. Software lifecycle practices for large-scale defense projects. Satellite ground system technologies. Qualifications You Must Have Typically requires a degree in Science, Technology, Engineering or Mathematics (STEM) and 5 years of prior relevant software engineering experience. Experience developing object-oriented software using Java or C++. Experience on the Palma program. Experience with Agile development Active and transferable U.S. government issued TS/SCI security clearance is required prior to start date. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance. Qualifications We Prefer Understanding of software engineering processes and best practices. Organizational and time management abilities to balance leadership and software development tasks. Commitment to creating a collaborative and high-performing team environment. Experience with Microservice architectures, DevOps, Continuous Integration/Continuous Development, and automated test. What We Offer Whether you’re just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement, and work/life benefits; career development and recognition programs. Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance, and child/adult backup care. Relocation Eligibility - Relocation assistance is available. Learn More Read Less

If you enjoy working in a fast-paced, fun-paced environment that is challenging and allows you to apply your personality and skills in a variety of ways, becoming a Management Member for a Dunkin’/Baskin Robbin franchisee is a great career choice. Our team is committed to making our guests’ day by serving them with a great product, a smile, and heck, maybe even a joke or two. Everyone on our team, from our franchisee to our manager to our crew member, works together and takes pride in doing a good job. If you are ready to roll up your sleeves and work with a winning team, then join our dynamic, award-winning franchise! We are looking for Assistant Managers, who are 18+ and will be responsible for coaching Crew Members throughout their shift to execute Dunkin’/Baskin operational standards and deliver a great guest experience. Assistant Manager Responsibilities: - Work in a Team Environment - Support a respectful team environment - Communicate shift priorities, goals and results with team members - Support the training of crew members as requested - Provide coaching and feedback to crew members - Maintain Operational Excellence - Create and maintain a guest first culture in the restaurant - Resolve guest issues - Ensure Brand standards, recipes, and systems are executed - Maintain a safe, secure, and healthy work environment by following and enforcing safety, food safety and sanitation guidelines; comply with local and state laws - Drive Profitability - Drive sales goals and results - Execute restaurant standards and marketing initiatives - Manage cash over/short during shift - Ensure all products are prepared according to Brand standards Drives Sales Growth: - Takes accountability for understanding all in store marketing promotions - Executes new product roll-outs including selling to Guests and product execution - Ensures the restaurant is well maintained including cleanliness during shift - Utilizes appropriate suggestive selling - Brings product issues to the attention of Restaurant Manager Competencies: - Guest Focus - Understands and exceeds guest expectations, needs and requirements - Develops and maintains guest relationships - Displays a sense of urgency with guests - Seeks ways to improve guest satisfaction; asks questions, commits to follow-through - Resolves guest concerns by following Brand recommended guest recovery process - Passion for Results - Sets and maintains high standards for self and others, acts as a role model - Consistently meets or exceeds goals - Contributes to the overall team performance; understands how his/her role relates to others - Problem Solving and Decision Making - Identifies and resolves issues and problems - Uses information at hand to make decisions and solve problems; includes others when necessary - Interpersonal Relationships & Influence - Develops and maintains relationships with team without violating the fraternization policy. - Operates with integrity; demonstrates honesty, treats others with respect, keeps commitments Skills/Qualifications: - Restaurant, retail, or supervisory experience - Math and writing skills - Basic computer skills - High School diploma or equivalent Many Dunkin' restaurants are owned and operated by an independent franchisee. Each Dunkin' franchisee is an independent employer and thus solely responsible for hiring decisions and all other employment-related matters for the franchisee’s restaurant(s). The terms “Company,” “Dunkin',” “we,” “our,” or “us” refer to the specific entity (corporate or franchise) that owns and operates the Dunkin' restaurant to which you are applying. Nothing on this site should be construed as Dunkin' being involved in or having control over a franchise employee’s terms and conditions of employment. Any employment-related questions regarding a franchise restaurant should be directed to the franchisee. Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.

We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

The Client Relationshp Manager, in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Relationship Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In addition, the goal of the Client Relationship Manager, will be to learn and develop under more tenured Director Relationship Managers to pursue a thoughtful succession plan for SRPS’s largest client relationships. In meeting and exceeding these duties, the Client Relationship Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.

 

What you’re responsible for

Support 1-3 Mega Market client relationships in a team-based fashion.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance).Support sales efforts.Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

3+ years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-qualified plan design.High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.Self-motivated, enthusiastic, and take initiative.Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.Ability to work independently.Excellent written and oral communication skills.Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively service plans with a high-level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Ability to meet deadlines within a fast-paced environment.Ability to collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

5+ years of client and/or participant service experience.ASPPA, CEBS and/or NIPA designation or in process.QPA, CPC or equivalent certification/designations.Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

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What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less