Description

Your Opportunity

National Sales Leader_Stock Plan Services

Stock Plan Services (SPS) partners with large public and pre-IPO companies to administer equity compensation and support participants across the equity lifecycle. We deliver end-to-end plan administration for sponsors and participant service through dedicated specialists and digital capabilities via the Schwab Equity Awards Center. SPS supports options, RSUs/restricted stock, and ESPPs, plus complex executive transactions (e.g., Section 16/Rule 144 and 10b5-1 plans). As a key entry point to Schwab, SPS enables multi-practice expansion across Workplace and Wealth while delivering a secure, compliant, scalable experience.

The National Sales Leader, Stock Plan Services is accountable for national growth-winning new equity plan administration clients and expanding strategic partnerships across the equity ecosystem. The role leads the enterprise sales motion from executive discovery and solution positioning through RFP/RFI, negotiation, contracting, and implementation handoff, coordinating cross-functional partners to deliver an integrated Workplace + Wealth proposition. Success requires credibility with senior Finance, Legal, HR/Total Rewards, and Stock Plan Administration stakeholders and strong pipeline management, forecasting, and team leadership.

We are seeking an accomplished sales leader with a strong network across Finance, Legal, HR/Total Rewards, stock plan administrators, consultants, and other influencers. This leader will partner closely with internal teams to win and expand large public and pre-IPO client relationships and advance multi-practice opportunities.

Key Outcomes:

• Deliver national growth by building and closing a pipeline of large public and pre-IPO plan sponsors; set acquisition strategy and target priorities.
• Deepen executive and influencer relationships across Finance, Legal, HR/Total Rewards, stock plan admins, and consultants.
• Lead discovery and competitive positioning-clarify buyer needs and decision criteria, and articulate SPS differentiation and win themes.
• Orchestrate end-to-end pursuits (RFP/RFI through negotiation/contracting) and ensure strong handoff to implementation.
• Drive SPS as a growth engine-multi-practice attachment and participant-to-client conversion through repeatable cross-sell/referral pathways.
• Run a disciplined sales operating rhythm with accurate forecasting and executive reporting; coach talent and drive cross-functional governance to improve outcomes.

What you have

Required Experience and Key Skills:

• 7+ years of enterprise sales experience within equity compensation/stock plan services (or closely related workplace/benefits solutions).
• Proven track record of consistently exceeding goals by winning complex, multi-stakeholder enterprise pursuits (new logos and expansions).
• Deep understanding of equity compensation plans, administration models, and the competitive landscape (options, RSUs, ESPP; Section 16/Rule 144 and 10b5-1 exposure preferred).
• Executive presence with experience selling to senior stakeholders at large public and late-stage private companies (CFO, GC, CHRO/Total Rewards, stock plan leadership).
• Demonstrated leadership of RFP/RFI responses, proposal development, pricing/packaging, and executive presentations to drive win probability.
• Strong commercial negotiation and contracting skills, including ability to navigate risk/compliance requirements and align internal stakeholders.
• Disciplined sales management: pipeline building, qualification, forecasting accuracy, and strong CRM/operating-rhythm practices.
• Experience leading, coaching, and developing sales talent; driving accountability, performance, and continuous improvement.
• Cross-functional leadership to coordinate product, service, operations, implementation, and marketing partners-ensuring seamless handoff and strong client outcomes.
• Ability to build strategic partnerships (consultants, advisors, ecosystem partners) and advance multi-practice/cross-sell motions that drive revenue and retention.
• High integrity, resilience, and strong judgment; customer-obsessed, consultative, and outcomes-oriented leadership style.
• 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

Requisition #: 2026-121768

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Requirements

2026-121768