Charles Schwab · 8 hours ago
Distribution Research Specialist
Richfield, OH
Full-time
Hybrid
Mid LevelCharles Schwab is a company focused on transforming the finance industry through innovative thought and creative problem solving. They are seeking a Distribution Research Specialist to manage participant distribution processes, ensure compliance with regulatory requirements, and improve operational workflows while providing exceptional client service.
Financial Services
Responsibilities
Responding to internal partner inquiries
Maintaining quality control and procedures
Identifying process improvement opportunities
Mitigating risk
Performing peer reviews
Streamlining workflows to meet key deliverables while exceeding client expectations
Qualification
Required
Experience working within the SRI recordkeeping system and participant directed distributions at a depth that allows for creativity in facilitating customer requests, researching system and operational issues, and challenges the traditional workflows or capabilities
Ability to multi-task in a fast-paced, daily-deadline-driven environment coordinating activities of team members and processing transactions to achieve success with minimal errors
Experience processing participant directed distributions and providing system oversight of requests to ensure they meet their service level agreements
In-depth knowledge of regulations and plan design which governs processes such as participant directed distributions
Extreme attention to detail while demonstrating situational awareness and delivering effective solutions
Communicates effectively and professionally with experience collaborating across various departments
Creative thought process focusing on continuous process improvement
Ability to interpret client and participant needs
Exceptional organizational and analytical skills
Knowledge of Microsoft Office
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
Founded in 1973
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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