Job Description

Your Opportunity

Director, Plan Conversions – People Leader

Retirement Plan Services | Charles Schwab

The Director, Plan Conversions, People Leader plays a critical role in bringing new retirement plan business onto the Schwab platform. This leader provides clear direction, operational discipline, and a strong client‑first mindset while developing a high‑performing team that delivers accurate, timely, and compliant conversions.
In this role, you will influence stakeholders across the organization, guide clients through meaningful moments of change, and ensure consistency, quality, and excellence in every conversion experience.

What You’ll Do

Lead and Develop a High‑Performing Team

  • Build a culture rooted in accountability, partnership, and continuous improvement.
  • Coach and develop conversion managers to meet and exceed performance expectations.
  • Provide regular feedback, support caree...

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