Client Service Manager Retirement Plan Services

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 authorized to work in the United States, now and in the future, 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 team partners with corporate plan sponsors to deliver actuarial, trust/custody, and participant administration services for defined benefit retirement plans. As a Client Services Manager, you will serve as the primary relationship manager for a portfolio of retirement plan clients for the defined benefit side of their relationship, acting as a trusted advisor to plan sponsors, consultants, key stakeholders and a partner to the defined contribution Relationship Manager, where applicable.

A successful person in this role will develop a combination of retirement industry knowledge, relationship management skills, intellectual curiosity, and the ability to learn and navigate complex client situations. You will lead client interactions, guide strategic discussions, help clients navigate regulatory and operational challenges, and drive long-term client satisfaction and retention.

What You'll Be Responsible For

• Manage and deepen relationships with a portfolio of corporate defined benefit plan sponsors, serving as a strategic partner to support plan governance, operational excellence, and client goals.
• Build and maintain trusted relationships with client decision-makers, consultants, and internal part...

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