Sr. Product Manager, Stock Plan Service Private Issuer Securities
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 (WS) team is responsible for serving client needs across Retirement Plan Services (RPS), Stock Plan Services (SPS), and Designated Brokerage Services businesses. The Senior Product Manager, Stock Plan Services Private Issuer Securities will be responsible for managing and evolving a defined Private Issuer Securities SPS Product, ensuring strong execution, client value, and alignment to broader SPS strategy.
You will focus on day-to-day offer ownership and delivery for Private Issuer Securities capability, operating within the strategic direction set by SPS Product leadership and partner closely with cross-functional teams to support private companies that contract with Schwab for equity administration, cap table management, and participant access.
Responsibilities
The Senior Product Manager, SPS Private Issuer Securities serves as the Product owner for the Private Issuer Securities SPS product, with accountability for execution, performance, and continuous improvement.
Offer Strategy & Execution
- Manage offer-level goals, performance metrics, and delivery plans.
- Identify opportunities to enhance the offer based on client needs, operational insights, and market trends.
Product Lifecycle Management
- Own the ongoing management of the Private Issuer Securities offer, including roadmap planning, feature prioritization, and enhancements.
- Partner with technology and digital teams to deliver incremental improvements and resolve product issues.
- Support evaluation and execution of offer changes, expansions, or retirements as directed by SPS Product leadership.
Market Positioning & Pricing Support
- Partner with Marketing and Field Enablement to ensure clear, consistent messaging of the offer’s value.
- Monitor competitive dynamics and client feedback to inform positioning recommendations.
Cross-Functional Collaboration
- Lead cross-functional working teams across Technology, Operations, Legal & Compliance, Risk, and Marketing to deliver offer outcomes.
- Coordinate launches, enhancements, and communications related to the Private Issuer Securities offer.
- Act as a subject matter expert for the offer in internal forums and client discussions.
Financial & Governance Management
- Partner with Finance to track offer-level performance, costs, and financial outcomes.
- Support vendor oversight and contract management related to the Private Issuer Securities offer.
- Ensure offer changes adhere to governance, risk, and compliance requirements.
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:
- 7+ years of experience in equity compensation, stock plan services, financial services, or product/offer management.
- Experience owning or managing a defined product or offer with measurable performance outcomes.
- Demonstrated success working cross-functionally to deliver product or operational initiatives.
- Strong client-facing skills and the ability to translate client needs into execution priorities.
- Excellent written and verbal communication skills.
- Undergraduate degree.
Preferred Qualifications:
- Experience with private companies, private equity, or pre-IPO equity administration.
- Prior experience in Workplace Services or Stock Plan Services environments.
- Advanced degree.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
#workplacejobs
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:
- 7+ years of experience in equity compensation, stock plan services, financial services, or product/offer management.
- Experience owning or managing a defined product or offer with measurable performance outcomes.
- Demonstrated success working cross-functionally to deliver product or operational initiatives.
- Strong client-facing skills and the ability to translate client needs into execution priorities.
- Excellent written and verbal communication skills.
- Undergraduate degree.
Preferred Qualifications:
- Experience with private companies, private equity, or pre-IPO equity administration.
- Prior experience in Workplace Services or Stock Plan Services environments.
- Advanced degree.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
#workplacejobs
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.