Charles Schwab Relationship Manager, Retirement Plan Services in Austin, Texas

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.

What you’ll do:

As a seasoned professional in the retirement and benefits industry you’ll utilize your knowledge of investments, executive compensation, sales, consulting and relationship management to be to lead internal client support teams in the collaborative development, resourcing and successful execution of Client Relationship Plans reflecting clients’ corporate, benefit and compensation programs priorities, goals and initiatives. Coordinating firm resources and thought leadership to successfully deliver Charles Schwab solutions for the benefit of the plan sponsor and participants. The CRM is responsible for leading and mentoring client facing team members in thought leadership, methodology, tools and delivery of effective strategic client management resulting in loyalty and retention.

  • Ensuring ongoing client satisfaction, profitability and referability

  • Effectively communicating Schwab’s value proposition to senior client contacts

  • Knowing and understanding the client’s industry, business model, strengths, challenges and corporate strategic objectives to identify the client’s needs through a strategic needs assessment and related opportunities to leverage the Charles Schwab enterprise-wide services and products offerings

  • Anticipating and assessing clients’ needs, developing and delivering a fluid strategic client business plan across Schwab’s service offerings

  • Expanding the client relationships to a broad level of decision makers and senior leaders ( finance executives, fiduciary committee members, senior human resources, benefits and compensation executives)

  • Demonstrating the ability to effectively navigate, position and sell Charles Schwab investment products and platforms, managed account services, in-plan and expanded advice and integrated retirement and benefit programs (defined benefit, defined contribution, equity and nonqualified compensation plan design and administration)

  • Managing highly complex client relationships utilizing integrated benefits services with multiple retirement and executive compensation plan administration programs, and related investment products and platforms, managed accounts, in-plan advice, expanded advice and executive services

  • Coordinating client sales strategies facilitate the delivery of product and service presentations and closing sales for Integrated Benefits solutions, including investment products and platforms associated with defined contribution plans, defined benefit plans, non-qualified and equity compensation plans. Sales performance will be measured by new business to existing clients and facilitating the closing of new business opportunities with prospective clients and consultants

  • Providing firm and industry thought leadership, identifying and communicating relevant trends associated with plans and investments to key client contacts, consultants and prospective client senior leadership

  • Establishing and maintaining a strong, sustainable, relationship building process and broad network of key Charles Schwab internal contacts, external consultants and key senior client contacts

  • Demonstrating strong business acumen in managing successful client sales, profitably, satisfaction, delivery of relevant market topical content related to the integrated benefits industry and maintaining deep and broad knowledge of Charles Schwab’s business, performance, investments, services and products, policies and procedures

  • Maintaining a thorough understanding and accountability for improving and expanding client relationships by identifying, positioning, selling and implementing change recommendations for plan design, administrative and technical efficiencies to achieve sustainable process improvements and increased client and participant experience satisfaction

  • Communicating, selling and implementing new plan offerings, products and services, new pricing strategies while consistently reviewing and managing relationship and plan level profitability

What you have:

  • 12 years of financial services experience (minimum) in retirement and benefits plan sales, consultation and/or relationship management

  • Bachelor's degree or equivalent combination of training and experience; post graduate and/or professional certification (ASPPA, CEBS, CEP and/or NIPA) preferred

  • High energy individual who demonstrates confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others

  • Strong team leadership skills and experience with an excellent analytical and problem solving abilities

  • Superior written and presentation skills as well as excellent negotiating, networking and interpersonal skills

  • Ability to balance competing priorities in the best interest of clients and Charles Schwab

  • Excellent project management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details

  • Ability to identify and adapt to clients’ diverse backgrounds and roles (executives, human resources and finance) and maintain investment-related expertise in order to effectively sell and deliver product, service and platform solutions

  • Consistently explore and discover client needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions in order to accomplish client understanding of solution sets to achieve successful outcomes

  • High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans

  • Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations

  • Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services

  • Ability to deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services and platforms

  • Requires up to 50% business travel

  • Active FINRA Series 7 and 66 licenses or the ability to successfully complete all tests to obtain the required licenses within 90 days from date of hire

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

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