Sr Manager – Retirement Plans Operations (PL)
About the role
Austin, TX
Requisition ID 2026-124496 Category Operations Position type Regular Pay range USD $90,000.00 - $120,000.00 / Year Application deadline 2026-07-30
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Flexibility and change management is a key aspect of the Sr Operations Manager role. The ideal candidate will need to be equally able to adapt and lead in high-volume environments and be comfortable with direct interaction with clients and service team members, networking internally to research and resolve client operational issues, all while moving the team forward to new opportunities. To be effective in this role, the ideal candidate will demonstrate the ability to build and sustain strong relationships with internal partners across multiple locations; ensure service levels and client needs are met or exceeded daily; continuously identify opportunities for efficiency and operational excellence. Developing operational specialists to ensure all goals and objectives are met while cultivating the Schwab culture. Partnership and teamwork are crucial skills for success in this position.
The Sr Operations Manager has direct supervisory responsibilities over 7+ direct reports, and must maintain an engaging team approach. The manager ensures that all functions are performed in a timely and accurate manner within Schwab policies and procedures while proactively identifying opportunities for process improvement and efficiency. Providing appropriate levels of employee development is an important aspect of this role, including providing feedback, coaching, oversight and supervision as well as employee performance evaluations. As a member of the management team, responsibilities also include participating in the ongoing planning and direction of the teams and service offer. This also includes helping with working on establishing a dedicated support model for beneficiaries.
What you have
To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful candidates should have.
Required Qualifications
5+ years of leadership experience and proficiency
10 + years of work experience preferable in financial services, operations or client service
Proven experience with formal efficiency or quality programs a plus
Skills in coaching and developing people at all performance levels via established performance objectives, consistent feedback, and appropriate recognition
Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
Change management expertise and a transformational mindset
Strong critical thinking and decision making skills in order to sound judgment on a daily basis; ability to think strategically and analyze a variety of factors and metrics when making global decisions for the department
Sound judgment in ambiguous situations
Preferred Qualifications
Excellent verbal and written communication skills
Proven engagement and followership, with clear evidence of sustained success in dynamic teams
Prior experience working in an environment requiring multi-tasking and effective prioritization
In addition to the salary range, this role is also eligible for bonus and incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact. 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
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Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Compensation
This Operations role pays $90k-$120k/yr. Within typical range for operations roles in United States.
Questions about this role
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