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 location(s).

The Implementation Team within Plan Administration and Implementation (PAI) is committed to providing a seamless transition of plan and participant records to Schwab for both new business conversions and ongoing plan mergers. It is true that you never get a second chance to make a first impression. We have assembled a team of some of the most experienced and qualified people in the industry. Our goal is to lead the industry in plan conversions through a proven process that focuses on quality, timeliness and the best overall conversion experience for our clients and their employees.

The Senior Implementation Specialist will be responsible for the high-quality execution of all aspects of new business conversions and deconversions of existing business.

Communicating and managing all internal and external stakeholders of the conversion including prior record keepers, internal Schwab teams, plan sponsors, Trustee/Custodian, and advisors (if needed). Day to day responsibilities include but are not limited to:

• Documenting all milestones of the conversion in a timeline letter
• Preparing acceptance letters which include wire/asset transfer responsibilities
• Setting up and reviewing plan setup on recordkeeping system (SRI) and RPM using plan documents
• Communicating with Charles Schwab Trust Bank on asset transfers and investing assets received from prior trustees
• Reconciling plan assets to participant recordkeeping balances and trust statements
• Processing contributions and loan repayments,
• Loading historical data and reviewing various census and loan reports before sending out for client's review.

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

• Requires Bachelor's degree or equivalent
• 6 + years' experience in the financial services and/or record keeping industry
• Strong Excel skills.
• Excellent written and oral communication skills
• Strong customer focus, including ability to think in terms of the customers perspective and expectation
• Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills
• Ability to multi-task among competing priorities
• Ability to become proficient in plan recordkeeping software within 6 months of hire
• Willingness to take the initiative when faced with a new or challenging situation

Preferred Qualifications

• Experience with a concentration in Defined Contribution Plan Services
• QKA designation
• Proficiency in plan administration and ERISA

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



Requisition #: 2026-120860

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Requirements

2026-120860