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 partnersStay updated on industry trends and participate in industry conferences.Provide feedback and insights to product teams when enhancements are identified. What you haveTo 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 partnersPositive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics10+ years of equity compensation experience in the public and/or private sectors5+ years’ experience with SPS or similar administrative platforms; and ability to quickly learn technological features and explain those features to prospectsAbility to handle stressful situations and prioritize competing deadlinesStrong business analysis, problem-solving, multi-tasking, and troubleshooting skills with a high attention to detailCollaborative team player focused on optimal outcomes for clients and prospectsAbility to balance prospect’s needs and effectively communicate our service and technology best practicesAbility to travelPreferred Qualifications:
Experience with equity compensation in the private sectorBachelor’s degreeCEP certification Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeedWhy work for us?
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package to our full-time employees 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 Application FAQsSoftware Powered by iCIMS
www.icims.com