Senior Restricted Stock Specialist: Elite Client Service
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Charles Schwab Corporation in Lone Tree, CO is seeking a Senior Specialist in the Restricted Stock Service to support Rule 144 and 10b5-1 trading plans for clients including executives and insiders. You will handle inbound calls, coordinate with issuer counsel, administer trading plans, exercise affiliate stock options, and ensure regulatory filings and timely delivery.
This role requires Series 7 & 63 and 3–5 years of client-facing and financial experience with opportunity for bonus.
Step into the Senior Restricted Stock Specialist:
Elite Client Service role at Charles Schwab Corporation in Lone Tree, CO, United States and grow with us.
We are looking to fill the Senior Restricted Stock Specialist:
Elite Client Service position at Charles Schwab Corporation in Lone Tree, CO, United States.
The Senior Restricted Stock Specialist:
Elite Client Service role at Charles Schwab Corporation is now open for applications in Lone Tree, CO, United States.
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