The Charles Schwab Corp logo

Retirement Plans Operation Services, Sr. Manager (PL)

The Charles Schwab Corp
  • Richfield, OH
    4 days ago

    Job Description

    Your Opportunity

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

    We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

    Schwab Retirement Plan Services (SRPS) 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. As a group we work to unburden our clients in automating procedures and processes to help reduce the clients'' time needed to supervise daily administration of their plan.

    The Payroll Program Senior Manager is a leadership position responsible for creating and maintaining a positive work environment that fosters employee engagement. The team's main responsibilities include:

    • Set-up and monitoring of feedback files,
    • Contribution Management System (CMS) set-up,
    • IDF set-up, Quality Assurance and Quality Control of the function
    • SFTP set-up, monitoring and diagnosing issues,
    • Lead and support client calls and emails related to programming issues or assigned projects
    • Providing technical assistance on areas of responsibility and troubleshooting when issues arise
    • Working closely with Payroll Consulting team during the life cycle of a project

    What you'll do:

    Lead the team in delivering timely, accurate payroll programming support while coaching team members, strengthening accountability, and driving improvements that enhance the client experience, reduce risk, and support service commitments.

    Responsibilities include leading, coaching, and developing team members while setting clear expectations and maintaining accountability for goals and deliverables. This role works directly with internal and external partners, plan sponsors, and payroll vendors to support payroll-related changes, manage project priorities, and ensure timely follow-through. The Senior Manager also oversees daily operations, workflow, controls, and quality standards while identifying opportunities to improve processes, reduce risk, strengthen administrative efficiency, and enhance the overall client experience.

    What you have

    To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

    Required Qualifications:

    • 5-7 years of experience in qualified retirement plan administration, the financial services industry, payroll operations, or a related role.
    • Advanced knowledge of Microsoft Office Suite of programs including Excel, Word, PowerPoint and OneNote.
    • Ability to multi-task in a fast-paced, deadline-driven environment with minimal errors.
    • Bachelors Degree or equivalent experience
    • Outstanding time management skills and exceptional interpersonal/analytical skills.

    Preferred Qualifications:

    • Client-focused with a commitment to delivering exceptional outcomes.
    • Strong communication and presentation skills.
    • Proven ability to build collaborative relationships across teams and leadership levels.
    • Excellent analytical, problem-solving, and decision-making capabilities.
    • Demonstrates sound judgment, business acumen, and a results-oriented mindset.

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

    Numbers & Facts

    LocationRichfield, OH
    IndustrySecurity and Surveillance
    Company Size1,000 to 1,499 employees
    Year Founded1971
    Websitehttp://www.aboutschwab.com/careers

    About Company

    The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

    The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

    Skills

    • Analysis Skillsunmatched
    • Business Skillsunmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Content Management Systems (CMS)unmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Employee Benefitsunmatched
    • Financeunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Follow Throughunmatched
    • Identify Issuesunmatched
    • Interpersonal Skillsunmatched
    • Leadershipunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Operationsunmatched
    • Operations Planningunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Project Lifecycleunmatched
    • Project/Program Managementunmatched
    • Quality Assuranceunmatched
    • Quality Controlunmatched
    • Quality Metricsunmatched
    • Retirement Planunmatched
    • Retirement and Pension Managementunmatched
    • Risk Managementunmatched
    • Secure/SSH File Transfer Protocol (SFTP)unmatched
    • Team Lead/Managerunmatched
    • Team Playerunmatched
    • Technical Supportunmatched
    • Time Managementunmatched

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