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Senior Client Service & Retirement Plan Lead

Job in Richfield, Hennepin County, Minnesota, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-10-07
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below

Charles Schwab seeks a Client Service Manager to lead day-to-day client service delivery for retirement plan administration and recordkeeping. You will manage client relationships with assets of $150M–$500M and coordinate with internal teams to deliver a precise client experience.

Applicants must be authorized to work in the United States on a full-time basis without sponsorship. Strong ERISA knowledge and plan design experience are required, with travel to client sites expected.

We are currently recruiting a Senior Client Service & Retirement Plan Lead for our team in Richfield, MN, United States.

The following opening is for a Senior Client Service & Retirement Plan Lead with Charles Schwab.

Our team is growing, and we are hiring a Senior Client Service & Retirement Plan Lead in Richfield, MN, United States.

This opening is for the Senior Client Service & Retirement Plan Lead role at Charles Schwab.

Position Requirements
10+ Years work experience
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