Retirement Plan Services Implementation Manager

Job description

Pay range: USD $78,000.00 - $100,000.00 / Year 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. The Schwab Bank Platform Team creates a collaborative connection between Business and Technology to identify, define, prioritize, and deliver high value Core Banking business capabilities and competitive bank features while optimizing for operations efficiency and scale. 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 SRPS Client Fund Change Support function, within Workplace Financial Services, supports client-requested investment lineup changes for retirement plans, including fund additions, replacements, mapping activity, share class updates, and related operational coordination. This role helps coordinate and execute fund change requests from intake through completion, partnering across Schwab teams, plan sponsors, advisors, recordkeeping partners, and other business stakeholders to deliver accurate, timely, and well-controlled client outcomes. Primary Responsibilities • Provide oversight, planning, and execution support for client fund change requests, including fund additions, fund replacements, mapping activity, fund closures, and share class changes. • Coordinate internal and external stakeholder activities related to fund change events, including plan sponsors, advisors, recordkeeping partners, investment teams, trading, operations, and client service teams. • Document fund change milestones, required approvals, key dates, and operational dependencies to ensure requests remain on track. • Review fund change requirements, plan setup details, investment elections, mapping instructions, and participant-impact considerations for accuracy and completeness. • Prepare, review, and coordinate client-facing and internal communications needed to support fund change events. • Partner with internal teams to support recordkeeping system updates, trading readiness, blackout timing, transaction processing, and post-change validation. • Monitor execution risks, escalate issues, and help resolve defects or open items that could impact timing, accuracy, or the client experience. • Maintain a…