Relationship Manager - RPS Client Service

lified retirement 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.

• Bachelor's degree or equivalent, relevant work related experience preferred

• 5 + years of Qualified Plan/Trust administration experience

• Understanding of ERISA and Pension industry rules and regulations is strongly preferred

• ASPPA, CEBS and/or NIPA designation highly preferred. QPA, QKA, CPC or equivalent certification/designation also highly 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

• Ability to actively participate in client presentations is a key strength in this role

• Must be available for overnight travel

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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