Senior Retirement Plan Relationship Lead | Client Excellence
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Charles Schwab is seeking a Senior Client Service Manager, Relationship Management, to own key retirement plan relationships totaling hundreds of millions in assets. You will oversee plan recordkeeping, engage sponsors and consultants, and coordinate with subject matter experts to deliver tailored solutions.
You will lead 8–10 client relationships, collaborate with internal partners, and drive client retention and satisfaction. Travel to client sites will be required to present and refine plans.
Step into the Senior Retirement Plan Relationship Lead | Client Excellence role at Charles Schwab in Westlake, OH, United States and grow with us.
This is a genuine position to take on the Senior Retirement Plan Relationship Lead | Client Excellence role at Charles Schwab.
As a Senior Retirement Plan Relationship Lead | Client Excellence, you will play an important part at Charles Schwab in Westlake, OH, United States.
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