VP, Sales - Stock Plan Services, Private Equity (Remote - National)
Your Opportunity
Your opportunity
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.
Applicants must currently be authorized to work in the United States on a full-time basis without employer sponsorship.
We are seeking an accomplished sales professional to pursue new equity plan administration opportunities. As a Vice President of Sales, this individual will be instrumental in expanding our market presence through a network of relationships with finance, legal and HR executives, equity plan administration professionals, consultants, and other influencers. This individual will be responsible for growing business in a designated territory and working with internal business partners to promote multi-practice opportunities with an emphasis on private companies with an emphasis on near term IPO companies.
What you are good at:
- 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
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
- 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 Qualifications
- Series 7 and 63 licenses or a willingness to acquire
- Certified Equity Professional (CEP) designation or a willingness to acquire
In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 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
What you are good at
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
- 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 Qualifications
- Series 7 and 63 licenses or a willingness to acquire
- Certified Equity Professional (CEP) designation or a willingness to acquire
In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.