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 delivering 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, serving clients, and strong belief in the value of being together in person on a regular basis.