Retirement Payroll Analysis & Consulting Senior Specialist

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).

Schwab Retirement Plan Services (SRPS) is a leading provider of bundled retirement plan services for mid-to-large companies. The Payroll Analysis & Consulting team partners with plan sponsors, internal partners, and payroll vendors to design, build, test, and support payroll integrations that enable accurate plan administration and a strong client experience.

Impact

Directly supports complex payroll integrations and non-standard plan designs that carry higher operational and financial risk if not implemented accurately. Work impacts client experience, plan accuracy, and downstream recordkeeping processes.

Autonomy

Operates with a high degree of independence, managing assigned work and projects end-to-end with minimal oversight. Responsible for identifying issues, driving resolution, and engaging appropriate partners when needed.

What you will do

• Serve as a senior-level specialist responsible for complex payroll integration work, including custom specifications and non-standard plan features.
• Create and support custom specifications (Inbound/Outbound) and custom layout programming.
• Support non-standard plan features (e.g., alternate vesting dates, partial loan payments, customized first loan payment dates).
• Conduct extensive research (process report review, plan specs, payroll design).
• Own and deliver small projects independently (file indicator updates, source additions, integration changes).
• Perform thorough and detailed test file audits, including custom scenarios.
• Act as SME and support team development outside day-to-day work.
• Participate and lead calls related to programming issues and assigned projects.
• Assess data needs vs. wants prior to go-live.

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:

• 2–5 years of retirement plan administration or related experience.
• Strong understanding of payroll integration and recordkeeping systems.
• Ability to manage multiple priorities independently.
• Effective communication skills.
• Strong analytical and problem-solving skills.
• High attention to detail.

Preferred Qualifications:

• Assess urgency and determine level of support needed.
• Strong prioritization skills.
• Strong knowledge of Microsoft Excel, Word, and OneNote
• Understand role boundaries and engage appropriate partners.
• Operate with consultant mindset; not responsible for formal audit review.
• Maintain accountability for quality and timelines.

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