Director, Equity Compensation Relationship Management

2 weeks ago

Orlando, Florida, United States Charles Schwab & Co, Inc Full time
Your opportunity

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.

Schwab's Workplace Financial Services is at the forefront of forging and nurturing multi-faceted corporate relationships. The Director of Strategic Relationships (DSR) plays an instrumental role in managing the overall health of our corporate relationships through proactively directing, leading, and collaborating with an internal team of specialized associates and business partners across Schwab. The DSR is responsible for developing strategic plans, regularly assessing client health, and delivering consultative and customized solutions that add increasing value and align with the client's goals and objectives. You will represent the Schwab brand by building trusted relationships with a multitude of stakeholders, all with the goal of reinforcing Schwab's commitment to our clients and positioning our firm to retain and grow our client relationships.

What you have

Required qualifications:

  • Bachelor's degree or equivalent work experience.
  • Certified Equity Professional designation or willingness to pursue.
  • Series 7 and 63 licenses or willingness to pursue.

Preferred qualifications:

  • Highly relational, self-aware, possessing a positive attitude and entrepreneurial spirit, proactively taking initiative, and maintaining high standards of excellence.
  • Growth minded and intentional about learning and development.
  • Ability to influence executive leaders, peers, and client decision makers to help deliver on corporate clients' and Schwab business needs.
  • Proactively expand and nurture internal/external key partners to help drive and strengthen client engagement.
  • Dynamic communicator with excellent presentation skills and engaging public speaking experience in a variety of settings including virtual and in-person.
  • Strong experience using data to create analyses and communicate results to assess business performance and drive targeted outcomes for client strategy.
  • Proven record with large client oversight and trends, ability to assess client risks, anticipate needs, position solutions, and de-escalate challenging interactions.
  • In-depth knowledge of Stock Plan Services, retail financial services and how to integrate these benefits into our client employees' financial success.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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