What departments does Schwab Workplace Services have?

Schwab Workplace Services has employees across 10 departments including Sales, Human Resources, Consultant, Operations, Research.

What is the largest department at Schwab Workplace Services?

The largest department at Schwab Workplace Services is Sales with 2 employees.

Where are Schwab Workplace Services employees located globally?

Schwab Workplace Services has employees across 2 continents and 3 countries including Italy, Croatia, United States Of America.

How has Schwab Workplace Services's team size changed over time?

Schwab Workplace Services's team has decreased from approximately 77 to 39 employees based on available data.

Schwab Workplace Services Employee Directory

Financial ServicesOhio, 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.

Schwab Workplace Services Global Highlights

North America
106

United States Of America
106

Europe
2

Italy
1
Croatia
1

Schwab Workplace Services's Leadership

P. R.
Vp Financial Consultant, Senior Client Relationship Advisor
Mobile Phone
Email
M. G.
Vice President, Retirement Plan Sales
Mobile Phone
Email
M. S.
Director, Head Of Integrated Benefits Offers
Mobile Phone
Email
M. F.
Vice President, Retirement Plan Sales
Mobile Phone
Email
M. G.
Director, Relationship Management
Mobile Phone
Email
D. C.
Director Of Operations
Mobile Phone
Email
M. F.
Compliance Director
Mobile Phone
Email
V. P.
Director, Multi-Asset Research
Mobile Phone
Email

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 Info

Location

Last Update

M. G.
Vice President, Retirement Plan Sales
Mobile Phone
Email
Apr 17, 2026
M. S.
Director, Head Of Integrated Benefits Offers
Mobile Phone
Email
United StatesUtah
Apr 17, 2026
M. F.
Vice President, Retirement Plan Sales
Mobile Phone
Email
United StatesArizona
May 22, 2026
P. R.
Vp Financial Consultant, Senior Client Relationship Advisor
Mobile Phone
Email
Oct 16, 2024
M. G.
Director, Relationship Management
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
D. C.
Director Of Operations
Mobile Phone
Email
United StatesNew Jersey
Apr 13, 2026
M. F.
Compliance Director
Mobile Phone
Email
Apr 27, 2026
V. P.
Director, Multi-Asset Research
Mobile Phone
Email
May 13, 2026
L. M.
Project Manager
Mobile Phone
Email
United States
Mar 10, 2026
A. J.
Sr. Manager - Process Consulting & Non Standard Services, Business Acceptance
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Schwab Workplace Services known for?

Schwab Workplace Services was founded in 1973 operates in the Financial Services industry. The company's main headquarters is located in 4150 Kinross Lakes Parkway Richfield, Ohio 44286 United States. Explore Schwab Workplace Services's company overview page for more information.

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

Schwab Workplace Services employees' email format typically follows the pattern of . 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?

Schwab Workplace Services has approximately 49 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Vp Financial Consultant, Senior Client Relationship Advisor: P. R.
Vice President, Retirement Plan Sales: M. G.
Director, Head Of Integrated Benefits Offers: M. S.
Vice President, Retirement Plan Sales: M. F.
Director, Relationship Management: M. G.

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Schwab Workplace Services Employee Directory

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