Manager, Contract Services
Company: Charles Schwab
Location: Sun City West
Posted on: November 19, 2021
Position Type: Regular Your Opportunity
Workplace Financial Services, which is part of The Charles Schwab
Corporation, meets "business-to-business" needs through Compliance
Solutions, Retirement Plan Services and Stock Plan Services.
-Working with Schwab Retirement Plan Services means working with a
trusted brand built on a culture of service, with a commitment to
always put plan sponsors and their participants first. The Contract
Services Team is responsible for the business review and approval
of business contractual language for current clients and/ or new
business efforts within Schwab Retirement Plan Services. - This
team also serves as the business liaison and Client Coordinator fo
r client cybersecurity requests and documentation for Retirement
What you are good at
The Contract Services Manager will be responsible for assisting
with Retirement Plan Services client due diligence requests which
includes data security due diligence questionnaires, documentation
requests, assistance with client calls, onsite assessments,
Consultant questions, RFPs and contract negotiations. These are
critical client facing activities that have a real impact on client
relationships with Schwab.
Primary Responsibilities Include:
Manage the data security, audit, and contract process from receipt
of request through completion which may include direct client
Manage the information gathering process from various sources to
ensure a high quality, accurate and most up-to-date responses
Respond to related follow-up questions and other miscellaneous
Work with SMEs to review and edit responses to data security audits
and contractual agreements
Assist with contract modifications impactful to current client
What you have
Bachelor 's degree or equivalent experience
A basic understanding of ERISA, pension/trust compliance, DC and DB
plans and third party risk management
5-7 years financial services industry experience
Business knowledge of data security processes is preferred
Exceptional time management and organizational skills with
demonstrated experience in managing multiple, deadline-driven
Strong ability to develop internal and external partnerships
Able to collaborate and work effectively with other functions
within Schwab and work with different organizational levels within
Enjoys and is proficient at working autonomously; requires little
direction in how to approach an assignment and systematically move
it to completion.
Excellent verbal and written communication skills with a proven
ability to communicate technical information in a clear manner
Flexibility and the ability to shift gears easily
Ability to quickly learn and gain in-depth understanding of
existing and new products and services
Attention to detail and a passion for customer service
Colorado Compensation ?
Target Total Compensation - $70,700 - $111,900
Your actual pay will be based on your skills and - experience --
talk with your recruiter to learn -more.
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 email@example.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.
Keywords: Charles Schwab, Sun City West , Manager, Contract Services, Executive , Sun City West, Arizona
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