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

  • Stylized image of a person
    P. R.
    Vp Financial Consultant, Senior Client Relationship Advisor
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  • Stylized image of a person
    M. G.
    Vice President, Retirement Plan Sales
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  • Stylized image of a person
    R. W.
    Vice President, Digital Rep Solutions
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  • Stylized image of a person
    J. M.
    Director, Consultant Relations
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  • Stylized image of a person
    M. F.
    Compliance Director
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  • Stylized image of a person
    V. P.
    Director, Multi-Asset Research
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  • Stylized image of a person
    A. J.
    Sr. Manager - Process Consulting & Non Standard Services, Business Acceptance
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  • Stylized image of a person
    C. H.
    Senior Financial Consultant, Participant Investor Concierge
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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
  • Stylized image of a person
    M. G.
    Vice President, Retirement Plan Sales
    Phone icon
    Apr 17, 2026
  • Stylized image of a person
    P. R.
    Vp Financial Consultant, Senior Client Relationship Advisor
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    R. W.
    Vice President, Digital Rep Solutions
    Phone icon
    Oct 24, 2023
  • Stylized image of a person
    J. M.
    Director, Consultant Relations
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    M. F.
    Compliance Director
    Phone icon
    Apr 27, 2026
  • Stylized image of a person
    V. P.
    Director, Multi-Asset Research
    Phone icon
    May 19, 2026
  • Stylized image of a person
    A. J.
    Sr. Manager - Process Consulting & Non Standard Services, Business Acceptance
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    C. H.
    Senior Financial Consultant, Participant Investor Concierge
    Phone icon
    Jan 20, 2025
  • Stylized image of a person
    D. J.
    Client Relationship Specialist
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    Aug 18, 2025
  • Stylized image of a person
    H. B.
    Staff, Information Systems Engineersfts Group
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    Mar 02, 2026

Frequently Asked Questions

What is Schwab Workplace Services known for?

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Schwab Workplace Services was founded in 1973 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 . 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 July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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As of July 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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