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Senior Retirement Plan Implementation Lead

Charles Schwab, Richfield, OH, United States


A leading financial services firm in Ohio seeks a professional to oversee client conversions and ongoing plan maintenance. The role involves managing internal and external stakeholders, reconciling plan assets, and ensuring data accuracy. Candidates should have a Bachelor's degree and over 5 years of experience in the financial services or record-keeping industry, preferably in Defined Contribution Plan Services. A competitive benefits package is offered, along with opportunities for professional growth. #J-18808-Ljbffr