Director, Relationship Management (PL) - Retirement Plan Services - Mega Market
Charles Schwab, San Francisco, CA, United States
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.
As a Mega Market Relationship Manager for Schwab Retirement Plan Services, you will apply advanced
client
relationship leadership ,
strategic consulting , and
retirement plan expertise
to guide Schwab’s largest enterprise clients. This role centers on using your skills to influence executive decision makers, solve complex organizational challenges, and advance clients’ total rewards and financial wellbeing strategies.
You will leverage strong
executive communication ,
strategic influence , and
business acumen
to understand client priorities, anticipate emerging needs, and deliver insights that shape long‑term outcomes. Your deep technical skills across
401(k), Defined Benefit, Cash Balance, and Nonqualified Deferred Compensation plans
enable you to identify risks, propose solutions, and articulate plan design and regulatory considerations with confidence.
This position also draws on your
leadership and coaching skills
as you guide a high‑performing team responsible for operational accuracy and daily service delivery. You’ll foster a culture of accountability, critical thinking, continuous improvement, and client‑first execution.
If you excel at navigating complexity, influencing decisions, and delivering enterprise‑level value, this role offers the opportunity to lead at scale while advancing Schwab’s mission to serve clients with integrity and innovation.
What you have Required
12+ years of relationship management or client leadership experience within retirement, investments, or benefits consulting.
Expertise across retirement plan types (DC, DB, Cash Balance, NQDC)
Validated understanding of ERISA, industry rules and regulations, and non-qualified plan design.
Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, other investment products, in-plan advice and guidance, and managed account services.
Executive relationship management and credibility with C‑suite stakeholders
Consultative problem‑solving across complex retirement program environments
Risk identification and mitigation rooted in ERISA and regulatory knowledge
Strategic planning and governance facilitation
Cross‑functional collaboration with product, compliance, investment, actuarial, and technology partners
Clear, compelling communication—written, verbal, and presentation
Sound judgment and resilience in high‑visibility client situations
Ability to travel up to 50% of the time
Preferred
ASPPA, CEBS and/or NIPA designation preferred. QPA, CPC or equivalent certification/designations preferred.
Broader total rewards or financial wellness knowledge preferred.
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 plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
#J-18808-Ljbffr
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.
As a Mega Market Relationship Manager for Schwab Retirement Plan Services, you will apply advanced
client
relationship leadership ,
strategic consulting , and
retirement plan expertise
to guide Schwab’s largest enterprise clients. This role centers on using your skills to influence executive decision makers, solve complex organizational challenges, and advance clients’ total rewards and financial wellbeing strategies.
You will leverage strong
executive communication ,
strategic influence , and
business acumen
to understand client priorities, anticipate emerging needs, and deliver insights that shape long‑term outcomes. Your deep technical skills across
401(k), Defined Benefit, Cash Balance, and Nonqualified Deferred Compensation plans
enable you to identify risks, propose solutions, and articulate plan design and regulatory considerations with confidence.
This position also draws on your
leadership and coaching skills
as you guide a high‑performing team responsible for operational accuracy and daily service delivery. You’ll foster a culture of accountability, critical thinking, continuous improvement, and client‑first execution.
If you excel at navigating complexity, influencing decisions, and delivering enterprise‑level value, this role offers the opportunity to lead at scale while advancing Schwab’s mission to serve clients with integrity and innovation.
What you have Required
12+ years of relationship management or client leadership experience within retirement, investments, or benefits consulting.
Expertise across retirement plan types (DC, DB, Cash Balance, NQDC)
Validated understanding of ERISA, industry rules and regulations, and non-qualified plan design.
Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, other investment products, in-plan advice and guidance, and managed account services.
Executive relationship management and credibility with C‑suite stakeholders
Consultative problem‑solving across complex retirement program environments
Risk identification and mitigation rooted in ERISA and regulatory knowledge
Strategic planning and governance facilitation
Cross‑functional collaboration with product, compliance, investment, actuarial, and technology partners
Clear, compelling communication—written, verbal, and presentation
Sound judgment and resilience in high‑visibility client situations
Ability to travel up to 50% of the time
Preferred
ASPPA, CEBS and/or NIPA designation preferred. QPA, CPC or equivalent certification/designations preferred.
Broader total rewards or financial wellness knowledge preferred.
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 plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
#J-18808-Ljbffr