Charles Schwab
Overview
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Applicants must currently be authorized to work in the United States on a full‑time basis without employer sponsorship.
Schwab Stock Plan Services (SPS) within Workplace Services (WS) provides a variety of solutions to large, public and private companies for the administration of their Equity Compensation plans, including stock options, restricted stock, employee stock purchase programs, and cap tables. The Private Issuer Equity Services segment of our business is supported via strategic partnership with a third‑party vendor who specializes in an administration platform for private companies. Our mission is to provide a world‑class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals as their company lifecycle progresses.
The Client Service Managers for private companies will play a vital role in the delivery of our services and expansion of the relationship through day‑to‑day interactions, ensuring a smooth transition through public listing events and ongoing administration of the plan. They will partner across Workplace Services to provide training, guidance, and support, and will play a key role as private companies prepare for and execute public offerings.
Specific Responsibilities
Serve as primary point of contact for clients, answering questions regarding provisions of complex equity compensation plans and financial reporting
Periodically review client lifecycle to provide leadership updates on potential for near‑term IPO events
Provide oversight and planning of client events (grants, exercises, restricted stock releases, ESPP, dividends, IPO, etc.) for assigned companies to ensure flawless execution
Support clients in administration of their capitalization tables
Partner with clients to create solutions for unique administrative needs while managing risk to Schwab
Coordinate resources to deliver on specific projects for clients, including mergers and acquisitions, new plan introductions, and communication campaigns
Resolve client items accurately and in a timely manner
Develop and sustain a long‑term relationship with clients
Work closely with our strategic partner to ensure product development is completed with client needs in mind
Provide continuous feedback to SPS leadership on the strategic partner relationship to ensure overall client success and competitiveness in the marketplace
Stay current on equity compensation industry standards and trends via conference participation (GEO and NASPP) including continuing CEP education, local industry chapter participation, client forum presentations, etc.
Responsible for bi‑weekly or monthly check‑in calls with assigned clients to ensure overall satisfaction, timely resolution of issues/items and consultative interaction is occurring; recognize opportunities for improvement and growth in the relationship
Participate in the creation and delivery of on‑site client service review meetings with assigned clients as needed
Provide training and expertise around Schwab system functionality and capabilities to corporate clients, enhancing their experience with Schwab
Provide team sales support for the SPS Sales team as needed (RFP and RFI response review, onsite presentations, webcasts, and system demonstrations)
Participate in providing requirements and enhancements for SPS systems and processes
Must have flexibility to provide non‑business hour support for client events and escalations
Aid in the build‑out and development of the client service team that will support this offer
Develop internal training resources, procedures, and guides for the offer
Required Qualifications
Proven experience with administration, either at a provider or issuer, of stock options, employee stock purchase plans, restricted stock, cap tables, ASC718/IFRS2 and/or corporate accounting administration, including the nuances of private companies
Advanced knowledge of Excel and other MS Office skills
Excellent communication, problem‑solving, and presentation skills to influence and build consensus among your team members and leadership
Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
Strong organizational skills with ability to work on multiple assignments simultaneously and complete them within established deadlines
Capacity to be flexible and adapt to shifting priorities and be a strong team player
Travel requirements: 5‑15%
Preferred Qualifications
Bachelor’s degree
Certified Equity Professional (CEP) Certification Level 1 or higher
Brokerage, financial or accounting experience within a corporate or brokerage environment
Familiarity with Equity Compensation Administration systems
Ability to articulate Schwab's Visions and Values to team members
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
Seniority level: Entry level
Employment type: Full‑time
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We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Applicants must currently be authorized to work in the United States on a full‑time basis without employer sponsorship.
Schwab Stock Plan Services (SPS) within Workplace Services (WS) provides a variety of solutions to large, public and private companies for the administration of their Equity Compensation plans, including stock options, restricted stock, employee stock purchase programs, and cap tables. The Private Issuer Equity Services segment of our business is supported via strategic partnership with a third‑party vendor who specializes in an administration platform for private companies. Our mission is to provide a world‑class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals as their company lifecycle progresses.
The Client Service Managers for private companies will play a vital role in the delivery of our services and expansion of the relationship through day‑to‑day interactions, ensuring a smooth transition through public listing events and ongoing administration of the plan. They will partner across Workplace Services to provide training, guidance, and support, and will play a key role as private companies prepare for and execute public offerings.
Specific Responsibilities
Serve as primary point of contact for clients, answering questions regarding provisions of complex equity compensation plans and financial reporting
Periodically review client lifecycle to provide leadership updates on potential for near‑term IPO events
Provide oversight and planning of client events (grants, exercises, restricted stock releases, ESPP, dividends, IPO, etc.) for assigned companies to ensure flawless execution
Support clients in administration of their capitalization tables
Partner with clients to create solutions for unique administrative needs while managing risk to Schwab
Coordinate resources to deliver on specific projects for clients, including mergers and acquisitions, new plan introductions, and communication campaigns
Resolve client items accurately and in a timely manner
Develop and sustain a long‑term relationship with clients
Work closely with our strategic partner to ensure product development is completed with client needs in mind
Provide continuous feedback to SPS leadership on the strategic partner relationship to ensure overall client success and competitiveness in the marketplace
Stay current on equity compensation industry standards and trends via conference participation (GEO and NASPP) including continuing CEP education, local industry chapter participation, client forum presentations, etc.
Responsible for bi‑weekly or monthly check‑in calls with assigned clients to ensure overall satisfaction, timely resolution of issues/items and consultative interaction is occurring; recognize opportunities for improvement and growth in the relationship
Participate in the creation and delivery of on‑site client service review meetings with assigned clients as needed
Provide training and expertise around Schwab system functionality and capabilities to corporate clients, enhancing their experience with Schwab
Provide team sales support for the SPS Sales team as needed (RFP and RFI response review, onsite presentations, webcasts, and system demonstrations)
Participate in providing requirements and enhancements for SPS systems and processes
Must have flexibility to provide non‑business hour support for client events and escalations
Aid in the build‑out and development of the client service team that will support this offer
Develop internal training resources, procedures, and guides for the offer
Required Qualifications
Proven experience with administration, either at a provider or issuer, of stock options, employee stock purchase plans, restricted stock, cap tables, ASC718/IFRS2 and/or corporate accounting administration, including the nuances of private companies
Advanced knowledge of Excel and other MS Office skills
Excellent communication, problem‑solving, and presentation skills to influence and build consensus among your team members and leadership
Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
Strong organizational skills with ability to work on multiple assignments simultaneously and complete them within established deadlines
Capacity to be flexible and adapt to shifting priorities and be a strong team player
Travel requirements: 5‑15%
Preferred Qualifications
Bachelor’s degree
Certified Equity Professional (CEP) Certification Level 1 or higher
Brokerage, financial or accounting experience within a corporate or brokerage environment
Familiarity with Equity Compensation Administration systems
Ability to articulate Schwab's Visions and Values to team members
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
Seniority level: Entry level
Employment type: Full‑time
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