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.

Schwab Retirement Plan Services is one of the leading providers of bundled retirement plan services. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education helps employers offer competitive employee benefits. As a group we work to unburden our clients in automating procedures and processes to help reduce the clients' time needed to supervise daily administration of their plan.

The Payroll Analysis & Consulting Manager is an individual contributor role. This person will be a subject matter authority in the flow and impact of data within the recordkeeping system, retirement plan design, and providing in-depth consultative services to our plan sponsors. We need to ensure we receive accurate data from each plan and/or their 3rd party payroll vendor. The Payroll Analysis & Consulting Manager’s primary role is to facilitate 180°/360° payroll integration set-ups/modifications for new and existing plan sponsors.

In this role, you will have a unique opportunity of working not only with our clients, but also with a variety of external payroll vendors to craft, build, test and implement ongoing payroll feeds.

• Proactive project management and consulting of payroll changes, including onboarding new business and supporting Payroll Vendor and file format changes for existing Schwab clients

• Defining and adhering to agreed-upon timelines for projects by hosting recurring touchpoints with clients and vendors to ensure projects remain on track

• Collaborating with both internal and external partners on payroll data needs that optimize Schwab’s ability to service/administer retirement plans, drive administration efficiency, mitigate financial risk due to data related issues, and improve client experience.

• Establishing automated file transmissions (incoming and outgoing) between plan sponsor’s payroll provider and Schwab’s 401(k)recordkeeping system

• Analysis of audited inbound and outbound test files and collaborating with internal and external partners to resolve issues

What you have

Required:

• 5-10 years of experience in Qualified Retirement Plan Administration.

• Acute attention to detail and effective project management skills.

• Ability to multi-task in a fast-paced, deadline-driven environment with minimal errors.

• Excellent oral and written communication skills

• Advanced knowledge of Microsoft Excel, Word, and OneNote.

Preferred:

• Ability to develop a collaborative work environment and work independently.

• Experience with Schwab applications and systems

• A Client-First Attitude. At Schwab, we seek to view our business “Through Clients’ Eyes”.

• Track record of excelling in a team-based culture.

• QKA designation is a plus.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 plan

• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

• Paid parental leave and family building benefits

• Tuition reimbursement

• Health, dental, and vision insurance

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 plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.