Client Service Manager, Stock Plan Services

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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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Applicants must currently be 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 lifecycle progresses.

The Client Service Managers for private companies will play a vital role in the delivery of our services and expansion of the relationship via day-to-day interactions, ensuring a smooth transition through public listing event to our public business. This team provides training and guidance to our corporate clients on how to most efficiently utilize Schwab and our vendor’s tools and services in addition to assisting our clients trouble shoot issues by researching items and presenting solutions.

This includes partnering with other teams across WS to ensure a consistent client experience from implementation through to ongoing administration of the plan. You would be expected to partner with SPS leadership, Education, Conversion, Participant Services, and our vendor’s teams to ensure a consistent and quality experience for our corporate clients and their employees. Additionally, as private companies prepare for, and execute, their public offerings, the Client Service Manager will be expected to play a key role in that event, ensuring a successful transition to the public client service teams.

• Serve as primary point of contact for clients with the ability to answer questions regarding provisions of complex equity compensation plans and financial reporting
• Periodic review of client lifecycle to provide leadership updates on potential for near-term IPO events
• Provide oversight and planning of client events (i.e. grants, exercises, restricted stock releases, ESPP, dividends, IPO, etc.) for assigned companies to ensure flawless execution
• Support clients in administration of their capitalization tables
• Partner with clients to create solutions for unique administrative needs while managing risk to Schwab
• Coordinate resources to deliver on specific projects for clients, including mergers and acquisitions, new plan introductions and communication campaigns
• Resolve client items accurately and in a timely manner
• Responsible for developing and sustaining a long-term relationship with clients
• Work closely with our strategic partner to ensure product development is completed with client needs in mind
• Provide continuous feedback to SPS leadership on strategic partner relationship to ensure overall client success and competitiveness in the marketplace
• Stay current on equity compensation industry standards and trends via conference participation (GEO and NASPP) including continuing CEP education, local industry chapter participation, client forum presentations, etc.
• Responsible for bi-weekly or monthly check-in calls with assigned clients to ensure overall satisfaction, timely resolution of issues/items and consultative interaction is occurring. Recognize opportunities for improvement and growth in the relationship
• Participate in the creation and delivery of on-site client service review meetings with assigned clients as needed
• Provide training and expertise around…