Solutions Architect (Sales Support), 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.
Applicants must be currently 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 life cycle progresses.
The Solutions Architect is a key member of the SPS organization. In this role you will work closely with the sales team, client service teams, product teams, our private equity third-party administration provider and prospects to gain a better understanding of their administrative needs and present solutions from our existing technology suite to meet those needs. This role will focus on the private equity administration space to support the launch of our Private Issuer Equity Services offer.
What you’ll do:
- Quickly learn all aspects of the offer including the business-to-business (B:B) and business-to-consumer (B:C) service model, the administration platform, all aspects of the onboarding process, the conversion process at initial public offering (IPO), and understand how our service offer will change in the coming years as our technology develops.
- Partner with sales to present our service and technology offer to private company prospects either in person or virtually.
- Lead discovery and consultation conversations with prospects to assess needs and recommend solutions.
- Identify non-standard service requests and coordinate with business acceptance, sales, leadership, administration teams, risk and legal to evaluate feasibility.
- Support SPS conversion team as well as third party administrator by communicating prospect needs identified during sales process to further support the transition from sales to conversion.
- Assist the business acceptance team with request for proposal (RFP) responses.
- Participate in product meetings and collaborate with Schwab and third-party administrator’s product teams to stay informed on new features.
- Assist in training business partners
- Stay updated on industry trends and participate in industry conferences.
- Provide feedback and insights to product teams when enhancements are identified.
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:
- Strong communication and presentation skills with an ability to quickly build relationships with prospects, our clients and internal partners
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
- 10+ years of equity compensation experience in the public and/or private sectors
- 5+ years’ experience with SPS or similar administrative platforms; and ability to quickly learn technological features and explain those features to prospects
- Ability to handle stressful situations and prioritize competing deadlines
- Strong business analysis, problem-solving, multi-tasking, and troubleshooting skills with a high attention to detail
- Collaborative team player focused on optimal outcomes for clients and prospects
- Ability to balance prospect’s needs and effectively communicate our service and technology best practices
- Ability to travel
Preferred Qualifications:
- Experience with equity compensation in the private sector
- Bachelor’s degree
- CEP certification
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:
- Strong communication and presentation skills with an ability to quickly build relationships with prospects, our clients and internal partners
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
- 10+ years of equity compensation experience in the public and/or private sectors
- 5+ years’ experience with SPS or similar administrative platforms; and ability to quickly learn technological features and explain those features to prospects
- Ability to handle stressful situations and prioritize competing deadlines
- Strong business analysis, problem-solving, multi-tasking, and troubleshooting skills with a high attention to detail
- Collaborative team player focused on optimal outcomes for clients and prospects
- Ability to balance prospect’s needs and effectively communicate our service and technology best practices
- Ability to travel
Preferred Qualifications:
- Experience with equity compensation in the private sector
- Bachelor’s degree
- CEP certification
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.