National Sales Leader_SPS

Your opportunity

National Sales Leader_Stock Plan Services

Stock Plan Services (SPS) partners with large public and pre-IPO companies to administer equity compensation and support participants across the equity lifecycle. We deliver end-to-end plan administration for sponsors and participant service through dedicated specialists and digital capabilities via the Schwab Equity Awards Center. SPS supports options, RSUs/restricted stock, and ESPPs, plus complex executive transactions (e.g., Section 16/Rule 144 and 10b5-1 plans). As a key entry point to Schwab, SPS enables multi-practice expansion across Workplace and Wealth while delivering a secure, compliant, scalable experience.

The National Sales Leader, Stock Plan Services is accountable for national growth—winning new equity plan administration clients and expanding strategic partnerships across the equity ecosystem. The role leads the enterprise sales motion from executive discovery and solution positioning through RFP/RFI, negotiation, contracting, and implementation handoff, coordinating cross-functional partners to deliver an integrated Workplace + Wealth proposition. Success requires credibility with senior Finance, Legal, HR/Total Rewards, and Stock Plan Administration stakeholders and strong pipeline management, forecasting, and team leadership.

We are seeking an accomplished sales leader with a strong network across Finance, Legal, HR/Total Rewards, stock plan administrators, consultants, and other influencers. This leader will partner closely with internal teams to win and expand large public and pre-IPO client relationships and advance multi-practice opportunities.

Key Outcomes:

• Deliver national growth by building and closing a pipeline of large public and pre-IPO plan sponsors; set acquisition strategy and target priorities.
• Deepen executive and influencer relationships across Finance, Legal, HR/Total Rewards, stock plan admins, and consultants.
• Lead discovery and competitive positioning—clarify buyer needs and decision criteria, and articulate SPS differentiation and win themes.
• Orchestrate end-to-end pursuits (RFP/RFI through negotiation/contracting) and ensure strong handoff to implementation.
• Drive SPS as a growth engine—multi-practice attachment and participant-to-client conversion through repeatable cross-sell/referral pathways.
• Run a disciplined sales operating rhythm with accurate forecasting and executive reporting; coach talent and drive cross-functional governance to improve outcomes.

What you have

Required Experience and Key Skills:

• 7+ years of enterprise sales experience within equity compensation/stock plan services (or closely related workplace/benefits solutions).
• Proven track record of consistently exceeding goals by winning complex, multi-stakeholder enterprise pursuits (new logos and expansions).
• Deep understanding of equity compensation plans, administration models, and the competitive landscape (options, RSUs, ESPP; Section 16/Rule 144 and 10b5-1 exposure preferred).
• Executive presence with experience selling to senior stakeholders at large public and late-stage private companies (CFO, GC, CHRO/Total Rewards, stock plan leadership).
• Demonstrated leadership of RFP/RFI responses, proposal development, pricing/packaging, and executive presentations to drive win probability.
• Strong commercial negotiation and contracting skills, including ability to navigate risk/compliance requirements and align internal stakeholders.
• Disciplined sales management: pipeline building, qualification, forecasting accuracy, and strong CRM/operating-rhythm practices.
• Experience leading, coaching, and developing sales talent; driving accountability, performance, and continuous improvement.
• Cross-functional leadership to coordinate product, service, operations, implementation, and marketing partners—ensuring seamless handoff and strong client outcomes.
• Ability to build strategic partnerships (consultants, advisors, ecosystem partners) and advance multi-practice/cross-sell motions that drive revenue and retention.
• High integrity, resilience, and strong judgment; customer-obsessed, consultative, and outcomes-oriented leadership style.
• 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 willingness to acquire