Senior Conversion Manager (Richfield/Austin/Denver/Phoenix)

Your Opportunity

What you are good at:

You are a leader and motivator who desires to be front and center in a role that provides the autonomy to do what you do best. This position acts as the primary interface with consultants and plan contacts of recently signed business, direct sales managers, Relationship Manager's and Directors of Strategic Relationships, legal department professionals, and other conversion/ implementation team members. You enjoy the challenge of being the leader of a group responsible for the initial interaction with a new client and providing an onboarding experience that sets the trajectory and tone for the rest of the client relationship. You thrive in a time sensitive environment that affords you the ability to drive outcomes by influencing internal and external partners toward a common goal and successful identified achievements.

Principal duties and responsibilities:

The positions responsibilities will include, but are not limited to the following:

Working in conjunction with the Sales and Business Acceptance departments.

• Provide project leadership for a cross-functional team of conversion/implementation professionals
• Creation of a conversion project plan to facilitate the conversion/implementation process and identify tasks of all relevant parties in conversion.
• Run weekly conversion status update calls to review the project plan and make appropriate and meaningful decisions to keep the project on task.
• Review of plan documents for operational considerations of the various Schwab Retirement Plan Services departments.

Key measures and targets

• Client satisfaction based upon a survey completed by plan sponsor at the conclusion of each conversion/implementation.
• Delivery of essential project deliverables.
• Favorable feedback from internal business partners.
• An inquisitive and collaborative attitude that seeks opportunities for process improvement and change through leadership skills and proactive discovery to resolve problems through effective communication and partnering.

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

What you have

What you have:

Requires Bachelor's degree or an equivalent experience and 8+ years' experience in the financial services and/or record keeping industry with a concentration in Defined Contribution Plan Services, as well as an interest and desire to also work with and have exposure to Defined Benefit and Non-Qualified Deferred Compensation arrangements.

Position Requires:

• Excellent written and oral communication skills
• Strong customer focus, including ability to think in terms of the customers perspective and expectation
• Ability to work autonomously, but have the leadership desire to motivate/inspire others to achieve team goals and client satisfaction
• Ability to communicate effectively to all levels of management
• Knowledge of organizational policies & procedures, products & services
• Strong interpersonal, analytical, problem solving, negotiating, influencing, organizational, prioritization, decision-making and conflict resolution skills
• Ability to take the initiative when faced with a new or challenging situation
• Ability to multi-task among competing priorities

Preferred Requirements:

• Conversion, client management, project management, and operational experience
• MS Office 365 Suite proficiency
• Salesforce proficiency
• Workfront proficiency
• ASPPA designation: American Society of Pension Actuaries
• CEBS designation:  Certified Employee Benefits Specialist
• Knowledge of ERISA law

 

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further.

 

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

 

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Employment Type: FULL_TIME