Salary: USD $73,100 - $149,400 / Year

　　Your Opportunity

　　Schwab Retirement Plan Services, Inc. (SRPS), an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. We offer full-service retirement plans featuring complete retirement services from a single source. Schwab's combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.

　　Within SRPS, the Plan Administration team is responsible ensuring timely and accurate servicing for 1000+ plan sponsor clients and 1.3 million participants. The Document Services team is responsible for administering qualified defined contribution plans, providing document and consulting services for plans converting to SRPS and maintaining documents for clients who use SRPS prepared pre-approved plan document.

　　The Senior Manager is responsible for the management and coordination of internal department and Schwab Retirement Plan Services, Inc. (SRPS) initiatives, drafting sophisticated legal documents and mentoring junior team members. This individual serves as a liaison with colleagues on the development of new policies, procedures and legal documentation for product development and/or regulatory requirements that impact retirement plan documents and SRPS agreements. In addition, this individual will be responsible for delivering consultative support and accurate documents to internal partners, clients and their advisors.

　　What you'll do:

　　Collaborate effectively and accurately in the completion of sophisticated document drafting assignments, discovery and correction of potential compliance issues and intensified situationsRepresent Document Services in SRPS initiatives: provide input and recommendations to achieve common objectives; communicate proposed changes effectively to department leaders; upon approval, update internal procedures as needed and effectively train department personnelAnalyze and serve as a subject matter authority in a peer review capacity on draft documents in tandem with operational considerations; identify potential manual processes; recommend and implement approved alternatives that conform to system capabilities and achieve client objectivesProvide consultative support to internal partners, review complex and unique requests with the Legal department and serve as a subject matter expert on calls with clients, their designated consultant and legal counsel

　　What you have

　　Bachelor's degree or equivalent and 10+ years' experience in the financial services and/or record keeping industry preferred. Incumbent must have extensive knowledge and research capabilities with respect to IRS and DOL regulations with respect to qualified defined contribution, defined benefit, and non-qualified deferred compensation plans.

　　The candidate must possess the following capabilities with extensive expertise in at least 2 core department responsibilities:

　　Drafting pre-approved documents, amendments, SPDs, SMMs and ancillary formsKnowledge of Services Agreements and preparation of Services Agreement AmendmentsRegulatory requirements regarding qualification of Domestic Relations Orders and the ability to resolve unique or escalated issues

　　Additional expectations:

　　Full oversight of a long-term department initiativeExcellent written and oral communication skillsAbility to translate client intention into document drafting that achieves business objectivesKnowledge of organizational policies, procedures, products & servicesStrong interpersonal, analytical, problem solving, negotiating, influencing, organizational, prioritization, decision-making and conflict resolution skillsAbility to effectively mentor and promote professional development of junior team membersResults-oriented approach to businessASPPA designations, CEBS, paralegal certification or JD viewed favorablyExperience with ASC and Document Agility generation systems a plus

　　What's in it for you

　　At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

　　We offer a competitive benefits package that takes care of the whole you - both today and in the future:

　　401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance