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 are recruiting for a newly created mission-critical Director level, Senior Trust and Retirement Counsel position for an individual with demonstrated legal proficiency in ERISA and employee benefit plans including IRA programs.
The Director- Trust and Retirement Legal is responsible for supporting the day-to-day requirements of the Employee Benefit Plan and Individual Retirement Account products offered by Charles Schwab and Co. (CS &Co.)
The position will also provide legal support to the IRA and small plan products provided as part of the Tax Advantaged Product (TAP) business line of CS & Co. The TAP line includes owner-employee individual 401(k) plans, SEP and simple plan products.
This position will assume primary responsibility for the legal support of Corporate Brokerage Retirement Services (CBRS) which provides self-directed brokerage window products to qualified retirement and health and welfare plans, including health savings accounts (HSAs). This position will also provide advice on ERISA issues relating to investment management or advice offers provided through CS &Co.and Schwab Asset Management (SAMS)
Responsibilities:
You will provide legal support to the day-to-day business activities of the CBRS and TAP business lines. This will include:
**This is a hybrid position
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:
Requirements:
Preferred Qualifications:
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:
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