Schwab Workplace Services logo

Schwab Workplace Services Employee Directory

Financial ServicesTexas, United States11-50 Employees

Schwab Workplace Services provides employer-centered financial benefits solutions within the financial services field. Its services aim to improve the employee experience by helping workers understand retirement and equity benefits so they can pursue their goals with confidence. The offering includes accessible tools, educational resources, and personalized financial guidance for employees, while also reducing administrative workload for employers. The company positions itself as a collaborative partner, supporting teams through implementation and ongoing management of benefits programs.

Based in Richfield, Ohio, the firm operates in the financial services industry and serves businesses seeking to differentiate themselves through thoughtful employee benefits and financial wellness. With a small-to-mid-sized team, Schwab Workplace Services emphasizes aligning employer and employee goals and providing support that scales with client needs.

Find Schwab Workplace Services employees' phone numbers or email addresses

Schwab Workplace Services Global Highlights

Location
Employees

North America
95

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  • United States Of America
    95

Europe
2

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  • Italy
    1
  • Croatia
    1

Schwab Workplace Services's Leadership

  • Vp Financial Consultant, Senior Client Relationship Advisor at Schwab Workplace Services
    P. R.
    Vp Financial Consultant, Senior Client Relationship Advisor
  • Vice President, Retirement Plan Sales at Schwab Workplace Services
    M. G.
    Vice President, Retirement Plan Sales
  • Vice President, Digital Rep Solutions at Schwab Workplace Services
    R. W.
    Vice President, Digital Rep Solutions
  • Director, Consultant Relations at Schwab Workplace Services
    J. M.
    Director, Consultant Relations
  • Compliance Director at Schwab Workplace Services
    M. F.
    Compliance Director
  • Director, Multi-Asset Research at Schwab Workplace Services
    V. P.
    Director, Multi-Asset Research
  • Sr. Manager - Process Consulting & Non Standard Services, Business Acceptance at Schwab Workplace Services
    A. J.
    Sr. Manager - Process Consulting & Non Standard Services, Business Acceptance
  • Senior Financial Consultant, Participant Investor Concierge at Schwab Workplace Services
    C. H.
    Senior Financial Consultant, Participant Investor Concierge

Schwab Workplace Services Employee Metrics

100%
50%
0%
2026
2025
  • Consultant
  • Program & Project Management
  • Operations
  • Analytics
  • Business
  • Other
  • Sales
  • Administrative
  • Human Resources
  • Banking
  • Finance
  • Engineering
  • Product Management
  • Information Technology

Contact profiles from Schwab Workplace Services

Name
Title
Contact
Location
Last Update
  • Vice President, Retirement Plan Sales at Schwab Workplace Services
    M. G.
    Vice President, Retirement Plan Sales
    Apr 17, 2026
  • Vp Financial Consultant, Senior Client Relationship Advisor at Schwab Workplace Services
    P. R.
    Vp Financial Consultant, Senior Client Relationship Advisor
    Oct 16, 2024
  • Vice President, Digital Rep Solutions at Schwab Workplace Services
    R. W.
    Vice President, Digital Rep Solutions
    Oct 24, 2023
  • Director, Consultant Relations at Schwab Workplace Services
    J. M.
    Director, Consultant Relations
    Sep 12, 2026
  • Compliance Director at Schwab Workplace Services
    M. F.
    Compliance Director
    Apr 27, 2026
  • Director, Multi-Asset Research at Schwab Workplace Services
    V. P.
    Director, Multi-Asset Research
    May 19, 2026
  • Sr. Manager - Process Consulting & Non Standard Services, Business Acceptance at Schwab Workplace Services
    A. J.
    Sr. Manager - Process Consulting & Non Standard Services, Business Acceptance
    Oct 18, 2024
  • Senior Financial Consultant, Participant Investor Concierge at Schwab Workplace Services
    C. H.
    Senior Financial Consultant, Participant Investor Concierge
    Jan 20, 2025
  • Client Relationship Specialist at Schwab Workplace Services
    D. J.
    Client Relationship Specialist
    Aug 18, 2025
  • Staff, Information Systems Engineersfts Group at Schwab Workplace Services
    H. B.
    Staff, Information Systems Engineersfts Group
    Mar 02, 2026

Frequently Asked Questions

What is Schwab Workplace Services known for?

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Schwab Workplace Services was founded in 1973 and operates in the Financial Services industry. Explore Schwab Workplace Services's company overview page for more information.

What is Schwab Workplace Services's most common email format?

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Schwab Workplace Services employees' email format typically follows the pattern of First.Last@schwab.com. Trying to find reliable and up-to-date employee contact data? Find more Schwab Workplace Services email formats with LeadIQ.

How many employees does Schwab Workplace Services have currently?

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Schwab Workplace Services has approximately 49 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Schwab Workplace Services's key employees and leadership?

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As of August 2026, Schwab Workplace Services's key employees include:

  • Vp Financial Consultant, Senior Client Relationship Advisor: P. R.
  • Vice President, Retirement Plan Sales: M. G.
  • Vice President, Digital Rep Solutions: R. W.
  • Director, Consultant Relations: J. M.
  • Compliance Director: M. F.

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