VP, Sales – Stock Plan Services, Private Equity

Yesterday

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $119k - $264.6k / year

⏰ Full Time

🔴 Lead

🤑 Sales

🦅 H1B Visa Sponsor

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Charles Schwab

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Finance • Fintech • Banking

Charles Schwab is a financial services corporation that provides a comprehensive range of brokerage, banking, and financial advisory services. It is committed to supporting investors by offering tools and resources that facilitate financial empowerment and investment education. Schwab advocates for accessible investing while upholding corporate citizenship and diversity, reflected in its community engagement and employee support initiatives.

10,000+ employees

💸 Finance

💳 Fintech

🏦 Banking

📋 Description

• 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