Charles Schwab · 20 hours ago
Senior Relationship Manager, Stock Plan Services
Westlake, TX
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a leading financial services firm that empowers its employees to make an impact on their careers. The Senior Relationship Manager for Stock Plan Services is responsible for developing strategic plans and delivering customized solutions that align with clients' goals, while collaborating with internal teams to enhance client relationships.
Financial Services
No H1B
Responsibilities
Developing strategic plans for client relationships
Regularly assessing client health
Delivering consultative and customized solutions that add increasing value and align with the client’s goals and objectives
Collaborating with an internal team of specialized associates and business partners across Schwab
Qualification
Required
Experience working with complex corporate organizations
Deep financial services knowledge, including equity administration
Bachelor's degree or equivalent work experience
Series 7 and 63 licenses or willingness to pursue under a condition of employment
Preferred
Highly relational, self-aware, possessing a positive attitude and entrepreneurial spirit, proactively taking initiative, and maintaining high standards of excellence
Growth minded and intentional about learning and development
Ability to influence executive leaders, peers, and client decision makers to help deliver on corporate clients' and Schwab business needs
Proactively expand and nurture internal/external key partners to help drive and strengthen client engagement
Dynamic communicator with excellent presentation skills and engaging public speaking experience in a variety of settings including virtual and in-person
Strong experience using data to create analyses and communicate results to assess business performance and drive targeted outcomes for client strategy
Proven record with large client oversight and trends, ability to assess client risks, anticipate needs, position solutions, and de-escalate challenging interactions
In-depth knowledge of Stock Plan Services, retail financial services and how to integrate these benefits into our client employees' financial success
Effective organizational, time management, communication, and executive presence capabilities necessary to succeed in role
5-7 years of Financial Services industry corporate relationship management
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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