Senior Relationship Manager, Stock Plan Services
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.
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 be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Schwab’s Workplace Services is seeking to have our growth and scale fully reflect the value of our brand, requiring us to fully leverage our current client relationships. The Stock Plan Services (SPS) Senior Relationship Manager is responsible for developing strategic plans, regularly assessing client health, and delivering consultative and customized solutions that add increasing value and align with the client’s goals and objectives. To deliver this result, Senior Relationship Manager collaborates with an internal team of specialized associates and business partners across Schwab.
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:
- 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 qualifications:
- 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.
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:
- 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 qualifications:
- 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.
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.