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About the Role
The Senior Relationship Manager plays a critical role as the primary relationship owner and interface between plan sponsors and Schwab. This position is responsible for overseeing all aspects of retirement plan recordkeeping and administration, identifying new business opportunities, and addressing relationship challenges through client engagement and collaboration with subject matter experts.
Responsibilities
- Lead approximately 12-15 client relationships.
- Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
- Collaborate with business partners to delegate and lead client issues to successful resolution.
- Approach every client interaction holistically, being aware of all issues and events related to the client.
- Collaborate with peers to build a precise client experience.
- Consistently explore and discover client and consultant needs through face-to-face meetings.
- Ask well-defined, open-ended questions to uncover new business opportunities and relationship challenges.
- Engage appropriate subject matter experts within Charles Schwab for client discussions.
- Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with internal teams.
- Identify and adapt to clients’ and consultants’ diverse backgrounds and roles.
- Maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions.
- Support Sales efforts, as needed.
- Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures.
- Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of services.
- 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.
- Understand the broader impact of retirement plan recordkeeping on the company.
- Build and sustain positive relationships with clients and partnerships with internal associates.
- Build and sustain positive relationships with key contacts within the industry.
- Stay results oriented.
- Meet deadlines within a fast-paced environment.
- Collaborate effectively in teams and influence outcomes.
- Inspire and support those around you to challenge the status quo.
- Effect small and large changes to elevate the team's effectiveness and level of service provided to clients.
Requirements
- 10+ years of experience working with large, complex employer sponsored Retirement Plans.
- Bachelor's degree or equivalent experience.
- High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
- Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
- Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
- High energy, confidence, accountability, and professionalism.
- Demonstrate personal integrity, resilience, and respect for others.
- Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting.
- Proven understanding of mutual funds and other investments.
- Ability to work independently with minimal oversight.
- Excellent written and oral communication skills.
- 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.
- Effectively service plans with varying levels of complexity.
- Excellent project management and time management skills.
- Ability to handle multiple assignments with attention to detail.
- Flexibility to travel for client visits and sales presentations as needed.
Skills
- Equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design
- Qualified retirement and non-qualified executive deferred compensation plans administration and plan design
- Retirement and benefit plan industry trends
- Regulatory and legislative processes impacting the client base
- ERISA related regulations
- Investment products and platforms
- Passive and active Mutual Funds
- ETFs
- CTFs
- Money Market Funds
- Charles Schwab Bank investment products
- In-plan advice and guidance
- Managed account services
- Client strategies
- Retirement plan design
- Compliance
- IRS reporting
- Mutual funds
- Investments
- Written communication
- Oral communication
- Problem-solving
- Influence
- Consensus building
- Project management
- Time management
- Attention to detail
Location
- On site 4 days per week in one of the specified locations
Work Type
- Full-time
- On site 4 days per week
Experience Level
- Senior
- 10+ years of experience
Education Level
- Bachelor's degree or equivalent experience
Salary/Compensations
- Eligible for bonuses or incentive opportunities
About the Company
- At Schwab, you’re empowered to make an impact on your career.
- Innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Equal Opportunity
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.