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

About the role

Define and activate the consulting and thought leadership go-to-market model for Schwab Retirement Plan Services, helping deliver exceptional client experiences, deepen relationships, and support strong plan and participant outcomes. Lead a team of tenured subject matter experts across actuarial, plan document, conversion, and ERISA consulting while translating strategy into actionable priorities, performance goals, and scalable solutions for clients, consultants, and prospects. Serve as an integrator across direct and partner teams to 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.

Responsibilities

• Define and activate the consulting and thought leadership go-to-market model for Schwab Retirement Plan Services
• 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
• Packaging a holistic client offering, elevating internal practices, strengthening Schwab’s industry presence, and fostering a culture of change leadership, talent development, and continuous improvement
• Serve as an integrator across direct and partner teams

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
• Proven 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

Qualifications

• Advanced degree preferred

Skills

• Strategic planning and execution
• Leadership and team management
• Client relationship management
• Collaboration and partnership building
• Change management and organizational development
• Financial analysis and modeling
• Regulatory compliance and risk management

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 based on experience and qualifications

Schedule

• Hybrid work schedule providing flexibility to work from home and office