Charles Schwab

VP, Sales – Stock Plan Services, Private Equity

Charles Schwab

full-time

Posted on:

Location Type: Remote

Location: Remote • California • 🇺🇸 United States

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Salary

💰 $119,000 - $264,600 per year

Job Level

Lead

About the role

  • Developing and closing a pipeline of private 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

Requirements

  • Self-motivated, optimistic, enthusiastic individual who demonstrates a high degree of personal integrity, resilience, and honesty
  • Exhibits professionalism, confidence, accountability, and respect for others with each interaction
  • Sales focus and a history of exceeding expectations
  • Excellent listening, communication, and interpersonal skills
  • 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
  • Possess a solution and service-oriented attitude when dealing with varying situations, circumstances, and people
  • 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 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
Benefits
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
equity compensation salessales data analysisperformance metrics analysisstrategic acquisition planningcontract negotiationsales presentationsrelationship management
Soft skills
self-motivatedenthusiasticintegrityresilienceprofessionalismcommunication skillsinterpersonal skillscreative thinkingstrategic thinkingaccountability