Senior Offer Manager Retirement Plan Services - PEPs, MEPs & ESOPs

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.

The Senior Manager, Retirement Plan Services Offer Manager is responsible for defining and advancing the strategy, development, and activation of key Workplace Services offers across multiple client and stakeholder segments. You will have the opportunity to work on components of several different offers including the primary focus of Pooled Employer Plans (PEPs), Multiple Employer Plans (MEPs), and Employee Stock Ownership Plans (ESOPs). You will lead cross functional teams to influence strategy and ensure the offer you are working on has clear value propositions, success measures and prioritized roadmaps.

You will report to the Director, Offer Management, Retirement Plan Services and will partner closely with leaders across the firm to organize, package, activate, and maintain a competitive offer. You will balance near-term delivery with long-term strategy, proactively manage tradeoffs, and establish shared governance and KPI reporting to track progress and outcomes.

• →Develop and own the long‑term vision and multi‑year roadmaps for assigned offers including:
  • →PEPs / MEPs – act as the internal SME for pooled structures, including PEPs, MEPs, and pooled fiduciary responsibilities such as Pooled Plan Provider, ERISA 3(16) and 3(38). Understand product and operational differences between single employer plans
  • →ESOPs – consider valuation complexities, diversification windows, and custom reporting / communication needs
• →Develop and refine pricing strategies and market positioning for offers, ensuring the value proposition is compelling, and aligned to target segments.
• →Deliver presentations serving as the SME, clearly articulating the value of the offer to internal and external stakeholders. This may include sales finals, plan sponsor and consultant meetings, and/or industry events.
• →Partner and influence across the organization (and, when needed, the broader firm) to activate roadmap deliverables on time and within scope, while establishing clear intake, prioritization, and governance mechanisms to manage tradeoffs.
• →Oversee vendor partners and contracts to ensure performance, compliance, risk management, and alignment with strategic objectives and experience standards.
• →Establish KPI frameworks, reporting practices, and maintain key product/offer artifacts aligned with product management discipline.

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

• 5+ years of experience in retirement services, financial services product/offer management, business strategy or client experience.
• Strong product management discipline, including experience managing a product or offer lifecycle from strategy and discovery through requirements, implementation, launch, optimization, and ongoing governance.
• Strong client orientation, a desire for continual improvement and a growth-oriented mindset.
• Superior analytical and problem-solving skills.
• Excellent collaboration skills with demonstrated ability to build strong relationships.
• Proven track record influencing without authority and leading cross-functional teams.
• Exceptional written and verbal communication skills, including the ability to synthesize data, develop recommendations, create presentations and present to executive leadership.
• Comfortable navigating ambiguity and the ability to quickly adjust to changes in priorities.
• Bachelor’s degree.       

• MEPs, MEMs, or ESOPs experience strongly preferred.
• Workplace experience is strongly preferred.

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