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. Defined Benefit Services provides actuarial, administration, and participant services to clients whose objective is to provide an integrated retirement plan experience to their employees and a single-provider servicing solution for all of their retirement programs. Schwab Retirement Plan Services, Inc. is a wholly-owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services, In­­c. provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 900 defined contribution, defined benefit, and nonqualified retirement plans.

We are looking for an Enrolled Actuary to be primarily responsible for preparing, reviewing and delivering DB services to support our corporate clients and self-employed individuals and small businesses. Specifically, the person will:

• Consult with and manage relationships of prospective/ongoing clients and advisors

• Prepare, peer review and/or certify annual actuarial reporting and contribution estimates

• Prepare, peer review and/or certify government forms filings for both ongoing and terminating plans (e.g. Form 5500, Schedule SB, Annual Funding Notice, PBGC Premium, IRS Form 5310, PBGC Form 500)

What you have

• Desire to make a significant contribution to the growth of Schwab's Defined Benefit product

• Team player mentality, willing and able to contribute at all levels of service delivery

• Good oral and written communications skills; experience explaining retirement plan information or other complex concepts to customers and prospects

• Ability to rapidly learn broad range of skills, processes and DB subject matter

• Ability to think differently and to continuously improve the delivery of services

• Good organizational skills, shows attention to detail

• Computer skills, especially in Microsoft Office and Adobe Acrobat Pro

• Current Enrolled Actuary with demonstrated proficiency managing client and advisor relationships

• At least ten years of work experience with substantial retirement plan and/or defined benefit services

• Degree(s) in Business, Finance, Math, Actuarial Science, or Accounting

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.