#2025-117541
ss partners to promote multi-practice opportunities with an emphasis on private companies with an emphasis on near term IPO companies.
What you are good at:
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
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
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
Preferred Qualifications
Series 7 and 63 licenses or a willingness to acquire
Certified Equity Professional (CEP) designation or a 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: