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ERISA Compliance Testing Lead – Retirement Plans; Hybrid
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-07-23
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
Location: Westlake
Charles Schwab Retirement Plan Services is seeking an experienced ERISA Compliance professional to join our on-site team in the Austin/Dallas area. You will perform complex testing, coordinate with ERISA Consulting and clients, and ensure timely reporting under IRS and DOL rules.
You’ll lead client engagements, review results with auditors, and mentor junior staff while contributing to process improvements in a collaborative Schwab environment that values in-person teamwork.
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