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Strategic Client Success Manager, Private Stock Plans

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-01
Job specializations:
  • Management
    Client Relationship Manager
Job Description & How to Apply Below
A financial services firm is seeking a Client Service Manager who will be the primary point of contact for clients regarding their equity compensation plans. The ideal candidate will have proven experience in stock options and related administration, strong Excel and communication skills, and the ability to manage multiple projects simultaneously. The role requires a flexible and positive approach, with potential travel of 5-15%.

Join a team that emphasizes collaboration and professional growth, along with a competitive benefits package.
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