AustinRecruiter Since 2001
the smart solution for Austin jobs

Relationship Manager, Defined Benefits

Company: Charles Schwab
Location: Dripping Springs
Posted on: November 19, 2021

Job Description:

Position Type: Regular Your Opportunity
Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab 's combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.

Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client 's goals with passion and integrity, we 're committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.
What you are good at
We are seeking an experienced retirement professional who has a proven success in a client facing role. -This -position -includes daily oversight and coordination of all aspects of defined benefit and cash balance plan recordkeeping and administration. -This includes 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 Relationship Manager will be accountable for client satisfaction, delivering value to clients by broadening Schwab's relationships with plan sponsors and plan participants. -The Manager will have an understanding of, and adherence to, Schwab policies and practices and mitigation of operational and financial risk to Schwab. -The role will require overnight travel to client sites.
What you have
Bachelor's degree
5 + years of Qualified Plan/Trust administration experience.
Understanding of ERISA and Pension industry rules and regulations is strongly preferred.
Proven success in a client facing role.
Demonstrated ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a working knowledge of mutual funds and other investments.
Excellent written and oral communication skills.
ASPPA, CEBS and/or NIPA designation preferred. QPA, QKA, CPC or equivalent certification/designation also preferred.
Ability to actively participate in client presentations is a key strength in this role.
Actuarial experience or understanding of actuarial practices a plus.
Must be available for overnight travel.
Why work for us? Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home -today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281 .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Charles Schwab, Austin , Relationship Manager, Defined Benefits, Executive , Dripping Springs, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Austin RSS job feeds