Director, Relationship Management (PL) - Retirement Plan Services - Mega Market

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.

As a Mega Market Relationship Manager for Schwab Retirement Plan Services, you will apply advanced client relationship leadership, strategic consulting, and retirement plan expertise to guide Schwab’s largest enterprise clients. This role centers on using your skills to influence executive decision makers, solve complex organizational challenges, and advance clients’ total rewards and financial wellbeing strategies.

You will leverage strong executive communication, strategic influence, and business acumen to understand client priorities, anticipate emerging needs, and deliver insights that shape long‑term outcomes. Your deep technical skills across 401(k), Defined Benefit, Cash Balance, and Nonqualified Deferred Compensation plans enable you to identify risks, propose solutions, and articulate plan design and regulatory considerations with confidence.

This position also draws on your leadership and coaching skills as you guide a high‑performing team of client service managers responsible for operational accuracy and daily service delivery. You’ll foster a culture of accountability, critical thinking, continuous improvement, and client‑first execution.

If you excel at navigating complexity, influencing decisions, and delivering enterprise‑level value, this role offers the opportunity to lead at scale while advancing Schwab’s mission to serve clients with integrity and innovation.

Travel up to two to three times per month during the week.