Position Details

Type Full-Time

Experience senior

Exp. Years Not specified

Education Not specified

Category Sales & Business Development

About this role

Schwab is hiring a Senior Partnerships Manager to cultivate, expand, and manage high-value distribution partnerships for Schwab Retirement Technologies SaaS. The role focuses on channel strategy, onboarding and managing recordkeeping ecosystem partners, and delivering product demonstrations while supporting integrated service delivery.

Key Responsibilities

Identify, onboard, and manage partner relationships
Perform demonstrations in response to sales inquiries
Develop channel strategies to increase awareness and adoption
Act as primary point of contact for partnerships and ensure engagement
Collaborate cross-functionally to ensure seamless delivery of integrated solutions

Technical Overview

The role requires technical discussion capability related to SaaS recordkeeping solutions and integrated delivery of retirement and health savings plan administration. It involves demonstrating the Schwab Retirement Technologies platform and coordinating cross-functionally to ensure seamless integration and adoption.

Ideal Candidate

The ideal candidate is a senior partnership manager who has led and expanded high-value partnerships in a SaaS ecosystem, especially around retirement and/or health savings recordkeeping. They are comfortable running technical discussions, delivering product demonstrations, and building channel strategies with financial service partners while traveling as needed.

Must-Have Skills

Identifyonboardand manage relationships with financial service firmsDevelop and implement channel strategiesRespond to sales inquiries and perform demonstrations of Schwab Retirement Technologies productsServe as primary point of contact for assigned partnershipsWork cross-functionally with Schwab teams to ensure seamless delivery

Required Skills

Partnership managementChannel strategy developmentProduct demonstrationsSales inquiries handlingSaaS recordkeeping solutionsRetirementHealth savingsThird-Party Administrators (TPAs)IntegrationCross-functional collaboration

Hard Skills

Partnership managementChannel strategy developmentSales inquiries handlingProduct demonstrationsRecordkeeping technology expertiseSaaS recordkeeping solutionsRetirement and health savings plan ecosystem knowledgeCross-functional collaborationTechnical discussions with partnersStrategic partnership onboardingPartner engagementIndustry event participationTravel management (up to 30%)

Soft Skills

Strategicresults-driven leadershipRelationship buildingEntrepreneurial mindsetCommunicationDelivering compelling demonstrationsHandling technical discussionsCollaborationPartner satisfaction managementLeadership

Industry & Role

Industry SaaS

Job Function Drive growth and adoption of Schwab Retirement Technologies SaaS through strategic partnership and channel management

Role Subtype Channel Partner Manager

Tech Domains Salesforce

Clearance & Visa

Visa Sponsorship No

Keywords for Your Resume

Sr. Partnership ManagerSenior Partnerships ManagerPartnerships ManagerChannel DistributionChannel strategychannel strategiesPartnership managementSaaSsoftware-as-a-servicerecordkeepingrecordkeeping solutionsretirementhealth savingshealth savings planThird-Party AdministratorsTPAsIndependent RecordkeepersTrust CompaniesInstitutional Retirement Plan providersproduct demonstrationsdemonstrationssales inquiriesprimary point of contactcross-functionallyup to 30% traveldigital transformationworkplace retirement plansintegrationpartnership management

Deal Breakers

Must be authorized to work in the United States without employer sponsorship

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Sr. Partnership Manager, Channel Distribution (Schwab Retirement Technologies SaaS) Remote

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