Director, Schwab Retirement Plan Services, Client Specialized Teams & Services

About the role

We are seeking a leader to define and activate the consulting and thought leadership go-to-market model for Schwab Retirement Plan Services. This role involves defining exceptional client experiences, deepening relationships, and supporting strong plan and participant outcomes.

Responsibilities

• Lead a team of tenured subject matter experts across actuarial, plan document, conversion, and ERISA consulting
• Translate strategy into actionable priorities, performance goals, and scalable solutions for clients, consultants, and prospects
• Package a holistic client offering, elevate internal practices, strengthen Schwab’s industry presence, and foster a culture of change leadership, talent development, and continuous improvement

Requirements

• 15+ years of financial services experience, including 10+ years in the retirement industry supporting large, complex employer-sponsored retirement plans
• Bachelor’s degree or equivalent experience
• Deep knowledge of integrated benefit services, including equity compensation, administration, plan design, qualified retirement plans, and non-qualified executive deferred compensation plans
• Strong understanding of retirement and benefits industry trends, regulatory and legislative developments, and ERISA-related requirements
• 5+ years of direct people leadership experience
• Prominent leadership and relationship-building skills, with the ability to influence decisions and drive alignment across all levels of the organization
• Demonstrated success leading transformation in highly collaborative environments while building strong internal and external partnerships and coaching team members and stakeholders
• Strong ownership mindset, emotional intelligence, and critical thinking skills, with a client-focused approach to advancing initiatives and resolving complex issues

Preferred

• Advanced degree

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off 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

Pay

Competitive salary and benefits package

Schedule

Hybrid Work and Flexibility approach balancing workplace flexibility, client service, and regular in-person meetings