Charles Schwab · 1 week ago
VP, Sales - Stock Plan Services, Private Equity (Remote - National)
United States
Full-time
Remote
Mid, Senior Level
5+ years expCharles Schwab is seeking an accomplished sales professional for the role of Vice President of Sales in Stock Plan Services. This individual will be responsible for expanding market presence and pursuing new equity plan administration opportunities by cultivating relationships with finance, legal, and HR executives, among others.
Financial Services
No H1B
Responsibilities
Developing and closing a pipeline of private companies
Cultivating and maintaining influential relationships with executives in finance, legal, HR, and stock plan administration, as well as industry consultants and centers of influence
Generating and executing a strategic, long-term acquisition plan for prospects
Identifying and helping advance multi-practice prospects with equity compensation, 401k, deferred compensation, and wealth management needs
Isolating the buying criteria, issues, and needs of respective prospects and alignment to distinct buyers
Collaborating with and motivating internal and external business partners throughout the sales process to develop a complete solution for equity plan and multi-practice prospects
Coordinating and delivering quality team sales presentations that are cohesive, compelling, and persuasive
Leading prospect negotiations in coordination with pertinent partners to gain commitment and ensure accurate and successful contracting
Analyzing sales data and performance metrics to understand the effectiveness of strategies and identify areas for improvement
Supporting local, national, and international equity related organizations and events
Qualification
Required
Self-motivated, optimistic, enthusiastic individual who demonstrates a high degree of personal integrity, resilience, and honesty
Exhibits professionalism, confidence, accountability, and respect for others with each interaction
Sales focus and a history of exceeding expectations
Excellent listening, communication, and interpersonal skills
5+ years equity compensation sales experience
Demonstrable record of accomplishment of success in equity compensation sales
Deep understanding of the equity compensation marketplace, plans, and administration
Experience working with C-suite level executives
Possess a solution and service-oriented attitude when dealing with varying situations, circumstances, and people
Innate curiosity and drive for continuous improvement
Creative and strategic thinking with the ability to prioritize activities and adhere to defined procedures and timelines
Effective presentation skills, including the use of technology to communicate topics in clear, easy to understand terms
Willingness to travel (overnight) to markets within and beyond a designated territory
Preferred
Series 7 and 63 licenses or a willingness to acquire
Certified Equity Professional (CEP) designation or a willingness to acquire
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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