VP Sales - Stock Plan Services (West Territory) Remote
Charles Schwab, San Francisco, CA, United States
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 large public and pre‑IPO companies.
What You Are Good At
Developing and closing a pipeline of large public and pre‑IPO 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
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 in Fortune 500 type companies
Optimistic, enthusiastic, solution and service‑oriented attitude when dealing with varying situations, circumstances, and people
High degree of personal integrity, resilience, honesty, and respect for others
Self‑initiative, 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 communication and 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 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
#J-18808-Ljbffr
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 large public and pre‑IPO companies.
What You Are Good At
Developing and closing a pipeline of large public and pre‑IPO 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
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 in Fortune 500 type companies
Optimistic, enthusiastic, solution and service‑oriented attitude when dealing with varying situations, circumstances, and people
High degree of personal integrity, resilience, honesty, and respect for others
Self‑initiative, 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 communication and 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 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
#J-18808-Ljbffr