Qureos Mentor

Charles Schwab

<div><h2 class="jobSectionHeader"><b>Your opportunity</b></h2><p><br>
At Schwab, you&rsquo;re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us &ldquo;challenge the status quo&rdquo; and transform the finance industry together.</p><p></p><p><b><br>
Job Duties</b>: Implementing Salesforce Configuration changes &amp; Administrative tasks. Developing Salesforce Workflow, Triggers, Process Builders, Visualforce pages, and Lightning Web Components. Providing creative solutions via the application of technology in a highly dynamic environment. Developing Apex code enhancing custom solutions. Implementing software for meeting functional requirements as well as being robust, fault tolerant, and 24x7x365 available. Providing expertise in web based, distributed, and cloud-based computing application development. Conducts feasibility studies for new feature and/or existing features and provides technical recommendation under little supervision. Works closely with business partners to realize the full capabilities of CRM Salesforce. Contributes to all technical aspects of projects developed include development, testing. Performs detailed technical analysis of requirements and created/update necessary documentation.
</p><h2 class="jobSectionHeader"><b>What you have</b></h2><p><b><br>
Job Requirements</b>: Requires Master&rsquo;s degree in Computer Information Technology, Computer Science, or related field and 24 months of related experience.. Experience must include 24 months of experience in each of the following skills: Bulk data migration from Excel, MS outlook and Legacy Systems to Salesforce.com using Apex Data Loader and Import Wizard; Developing custom reusable Lightning Web Components using JavaScript, CSS, and HTML5; Developing Salesforce Lightning applications using Lightning components, controllers, and events; Creating and maintaining Visualforce pages, Apex language, Force.com custom development, controllers, Force.com SOAP and REST APIs, JSON, sObjects, SOQL, SOSL, and outbound messaging; Creating Reports, Page Layouts, and Dashboards in Agile Accelerator; Integrating Coveo and Nice inContact with Salesforce; and Genesys Framework, Genesys Outbound Solution, Interactive Voice Response (IVR), Info Mart and Genesys Agent Desktop (CTI/Softphone) integration with Salesforce.</p><p><br>
</p><p>We offer competitive pay and benefits. Starting compensation depends on related experience. Annual bonus and other eligible earnings are not included in the ranges above. Benefits include: 401(k) w/ company match; employee stock purchase plan; paid vacation, volunteering, 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; hybrid/remote work schedule available for eligible positions (subject to Schwab&rsquo;s internal approach to workplace flexibility).</p><div><h2 class="jobSectionHeader"><b><br>
What&rsquo;s in it for you</b></h2><p>
At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact. 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.</p><p>
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:</p><ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div></div>

Sr Specialist - Software Development & Engineering

<div><h2 class="jobSectionHeader"><b>Your opportunity</b></h2><p><br>
At Schwab, you&rsquo;re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us &ldquo;challenge the status quo&rdquo; and transform the finance industry together.</p><p></p><p><b><br>
Duties</b>: Research, design, and develop web application software. Work on multiple projects, creating and maintaining responsive single-page Web Applications and Web APIs as needed. Develop new concepts and features, working alongside development peers in an agile environment. Serve as an informal leader, leading code reviews and mentoring junior team members. Partner with the scrum master and product owner to provide development sizing and cost analysis estimates. Utilize automated software test tools and frameworks, such as test-driven development, to achieve the highest quality in software delivery. Support integration efforts to build whole systems from various subsystems. Identify technology risks early and establish mitigation plans. Communicate technical concepts to both technical and nontechnical audiences.</p><p></p><p><br>
Position allows for 100% remote work. Reports to company HQs in Westlake, TX. Subject to Schwab&rsquo;s internal approach to workplace flexibility.
</p><h2 class="jobSectionHeader"><b>What you have</b></h2><p><b><br>
Job Requirements</b>: Requires Bachelor&rsquo;s in Computer Science, Electronic Engineering, or a related field and 60 months of progressive, post-Bachelor&rsquo;s experience in a related occupation. . Experience must include 60 months of experience involving the following: Angular framework development, including component creation, service implementation, routing configuration, and state management using NgRx or similar libraries; JavaScript/TypeScript programming, including coding with ES6+ features, async/await patterns, decorators, and modern JavaScript frameworks; Node.js backend development, including Express.js server creation, middleware implementation, package management with npm/yarn, and server-side JavaScript execution; Bootstrap and responsive design implementation, including grid system usage, component customization, mobile-first design principles, and CSS3/SCSS styling; .NET framework development, including ASP.NET Core API creation, Entity Framework integration, middleware implementation, and C# server-side programming; RESTful API development and integration, including .NET Web API creation, HTTP client services, JSON data handling, and authentication token management; and Unit testing frameworks, including Jasmine, Karma, Jest for frontend, and MSTest, xUnit, NUnit for .NET backend, with test-driven development.</p><p><br>
</p><p>We offer competitive pay and benefits. Starting compensation depends on related experience. Annual bonus and other eligible earnings are not included in the ranges above. Benefits include: 401(k) w/ company match; employee stock purchase plan; paid vacation, volunteering, 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; hybrid/remote work schedule available for eligible positions (subject to Schwab&rsquo;s internal approach to workplace flexibility).</p><div><h2 class="jobSectionHeader"><b><br>
What&rsquo;s in it for you</b></h2><p>
At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact. 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.</p><p>
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:</p><ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div></div>

<div><h2 class="jobSectionHeader"><b>Your opportunity</b></h2><p><br>
At Schwab, you&rsquo;re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us &ldquo;challenge the status quo&rdquo; and transform the finance industry together.</p><p></p><div><b><br>
Job Duties</b>: Coordinate the development and delivery of software products from design to deployment. Drive technical decisions, ensuring solutions are scalable, maintainable, and aligned with company objectives. Provide development sizing, cost analysis, and project estimates in collaboration with Product Owners and Scrum Masters. Prototype and validate application solutions to meet business requirements. Maintain a hands-on approach by contributing to coding, design, and architecture reviews. Mentor and guide a team of engineers to deliver high-quality, on-time software releases. Promote Agile practices, influence team members to follow standards, and resolve roadblocks. Contribute to performance engineering, CICD improvements, and application reliability. Identify and mitigate technology risks early through proactive planning.
</div><h2 class="jobSectionHeader"><b>What you have</b></h2><p><b><br>
Job Requirements</b>: Requires Bachelor's degreee in Computer Science, Software Engineering, or a related field and 60 months of progressive, post-bachelor's experience in a related occupation. . Experience must include 60 months of experience involving the following: GitHub Copilot&ndash;assisted development; C#, .NET Core, and ASP.NET Web API engineering and modernization; Mainframe and COBOL modernization, and software currency and platform upgrades; Site Reliability &amp; Performance Engineering, including SRE for ASP.NET Web APIs, and performance testing and tuning using JMeter and SteelToe (PCF); Splunk-based monitoring, log analysis, root cause analysis, and remediation; and Unit, integration, and API testing, including security and code quality scanning (Veracode or Sonar), and CI/CD delivery using Jira, Confluence, and Bitbucket.</p><p></p><p><br>
We offer competitive pay and benefits. Starting compensation depends on related experience. Annual bonus and other eligible earnings are not included in the ranges above. Benefits include: 401(k) w/ company match; employee stock purchase plan; paid vacation, volunteering, 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; hybrid/remote work schedule available for eligible positions (subject to Schwab&rsquo;s internal approach to workplace flexibility).</p><div><h2 class="jobSectionHeader"><b><br>
What&rsquo;s in it for you</b></h2><p>
At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact. 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.</p><p>
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:</p><ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div></div>

Sr Manager, Software Development & Engineering Senior

<div><h2 class="jobSectionHeader"><b>Your opportunity</b></h2><p><br>
At Schwab, you&rsquo;re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us &ldquo;challenge the status quo&rdquo; and transform the finance industry together.</p><p></p><p><b><br>
Job Duties</b>: Manage software platform support and development for key Schwab initiatives. Duties include: understanding the needs of the business and using this knowledge to align on a solution and drive delivery. Deliver efficient solutions on time and engage your teams and partners on better ways of delivering. Provide advice and assistance to teams on technical difficulties that arise in the course of doing their work. Advocate for what your team needs to deliver and manage effectively risk. Proactively able to see gaps and mitigate risks such as delivery, scalability, performance, security, compliance, operational readiness, and work to respond to them. Effectively navigate cross-functional communication to ensure alignment between teams and within one team. Cultivating a culture of open feedback that promotes accountability for getting better together. Collaborate with your internal partners and product owners to have a shared understanding of risk, so the team is pulling in the right work, at the right time. Reducing technical debt over time. Foster an environment of continuous improvement. Understand Engineering KPIs and seek experiments to improve them. Anticipate future staffing requirements and partner with Talent Acquisition or staffing vendor. Seeing opportunities for team member&rsquo;s professional development and collaborating with the right partners to make it happen. Providing coaching, mentorship, and career development. This position oversees 4 employees and 26 contractors.</p><h2 class="jobSectionHeader"><b>
What you have</b></h2><p><b><br>
Job Requirements</b>: Requires Bachelor's degree in Computer Science, Engineering, or a related field and 84 months of progressive, post-Bachelor&rsquo;s experience in a related occupation. . Experience must include the following: O2 system; Actively developing large scale software using a modern language like Java or .Net; Software development management experience; Leading teams of ~10 people comprised of full-time, onshore, and offshore in a large organization using Lean Kanban practices; Microservices in the cloud; Relational or NoSQL databases; and Messaging technologies including (Rabbit MQ or Kafka).</p><p></p><p><br>
We offer competitive pay and benefits. Starting compensation depends on related experience. Annual bonus and other eligible earnings are not included in the ranges above. Benefits include: 401(k) w/ company match; employee stock purchase plan; paid vacation, volunteering, 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; hybrid/remote work schedule available for eligible positions (subject to Schwab&rsquo;s internal approach to workplace flexibility).</p><div><h2 class="jobSectionHeader"><b><br>
What&rsquo;s in it for you</b></h2><p>
At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact. 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.</p><p>
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:</p><ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div></div>

Sr Manager, Software Development & Engineering Lead

<div><h2 class="jobSectionHeader"><b>Your opportunity</b></h2><div><br>
At Schwab, you&rsquo;re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us &ldquo;challenge the status quo&rdquo; and transform the finance industry together.</div><div></div><div><b><br>
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).</b></div><div><b>
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.</b></div><div></div><div><br>
Schwab&rsquo;s <b>Workplace Services</b> (WS) team is responsible for serving client needs across our Retirement Plan Services (RPS), Stock Plan Services (SPS), and Designated Brokerage Services businesses.. The <b>Senior Product Manager, SPS International Participants</b> will be responsible for <b>managing and evolving a defined set of international participant capabilities within SPS</b>, ensuring compliant global delivery, strong execution, and alignment with broader SPS product and financial wellness product strategy.</div><div></div><div><br>
You will focus on <b>ownership and delivery of international participant offers</b>, operating within the strategic direction set by SPS Product leadership and partner closely with cross-functional teams to support multinational SPS Issuers and their non-U.S. participants across the full participant lifecycle, including enrollment, vesting, settlement, taxation, and post-event servicing.</div><div></div><div><b><br>
Responsibilities</b></div><div></div><div><br>
The <b>Senior Product Manager, SPS International Participants</b> serves as the <b>product owner for international participant-facing SPS capabilities</b>, with accountability for execution, performance, risk alignment, and continuous improvement across supported countries and regions.</div><div></div><div><b><br>
International Offer Strategy &amp; Execution</b></div><ul><li>
Own offer-level goals, performance metrics, and delivery plans for international participant products, including enrollment, ongoing service, and lifecycle events.</li><li>
Drive enhancements to support country-specific participation requirements, including securities eligibility, exchange controls, and local settlement constraints.</li><li>
Identify and prioritize opportunities to improve international participant experience while maintaining regulatory and operational integrity.</li></ul><div><b>
International Participant Product Lifecycle Management</b></div><ul><li>
Manage the ongoing lifecycle of international participant offers, including roadmap planning, feature prioritization, and country specific expansions.</li><li>
Partner with Technology and Digital teams to deliver enhancements such as localized workflows, document capture, and jurisdiction-specific participant disclosures.</li><li>
Support evaluation and execution of offer changes driven by regulatory updates, tax law changes, or market expansion strategies.</li></ul><div><b>
International Enrollment &amp; Participant Access</b></div><ul><li>
Lead and partner with Digital on international participant enrollment experiences, including identity verification, eligibility validation, and country-specific onboarding requirements.</li><li>
Partner with Legal, Compliance, and Operations to ensure enrollment flows align with local securities, employment, and data privacy regulations (e.g., GDPR).</li><li>
Drive clarity and consistency in participant communications, including localized language, disclosures, and education materials.</li></ul><div><b>
Tax (TAC) &amp; Regulatory Guidance Support</b></div><ul><li>
Serve as product lead for localized tax treatment (TAC) visibility, ensuring participant-facing materials reflect country-specific taxation timing, withholding, and reporting considerations.</li><li>
Partner with Tax, Legal, and external advisors to support compliant handling of income recognition events (grant, vest, exercise, sale) across jurisdictions.</li><li>
Ensure international participants offer support required documentation, reporting, and auditability for local tax and regulatory obligations.</li></ul><div><b>
Transfer on Death (ToD) &amp; Post-Event Servicing</b></div><ul><li>
Lead international transfer on death (ToD) and beneficiary-related capabilities, accounting for jurisdictional inheritance, probate, and securities transfer requirements.</li><li>
Partner with Operations and Legal to ensure consistent, compliant processing of post-death events for non-U.S. participants.</li><li>
Identify gaps or risks in current processes and drive enhancements to improve clarity, efficiency, and participant experience.</li></ul><div><b>
Cross-Functional Collaboration</b></div><ul><li>
Lead cross-functional working teams across Technology, Operations, Legal &amp; Compliance, Risk, Tax, and Marketing to deliver international participant outcomes.</li><li>
Coordinate with PR, marketing, and field enablement teams to manage product launches, enhancements, and communications related to international participant capabilities.</li><li>
Act as a subject matter expert for international stock plan administration in internal forums and client discussions.</li></ul><div><b>
Market Positioning &amp; Pricing</b></div><ul><li>
Develop strategies and positioning plans to maximize market penetration and competitive advantage</li><li>
Assess market penetration and adjust positioning to strengthen competitive differentiation</li><li>
Communicate product value propositions clearly to internal and external stakeholders</li><li>
Identify and address gaps in the product portfolio.</li></ul><div><b>
Financial &amp; Governance Management</b></div><ul><li>
If applicable, support vendor oversight and third-party relationships related to global tax, regulatory, and operational services.</li><li>
Ensure all offer changes adhere to SPS governance, risk management, and compliance standards.</li></ul><h2 class="jobSectionHeader"><b>
What you have</b></h2><div><br>
To ensure that we fulfill our promise of &quot;challenging the status quo,&quot; this role has specific qualifications that successful candidates should have.</div><div></div><div><b><br>
Required Qualifications:</b></div><br>
<div></div><ul><li>
7+ years of experience in equity compensation, stock plan services, global financial services, or product/offer management.</li><li>
Demonstrated experience supporting international or cross-border stock plan participants.</li><li>
Proven ability to work cross-functionally across legal, tax, operations, and technology teams.</li><li>
Strong client-facing skills and ability to translate complex regulatory requirements into executable product solutions.</li><li>
Excellent written and verbal communication skills.</li><li>
Undergraduate degree.</li></ul><div><b>
Preferred Qualifications:</b></div><ul><li>
Experience with multinational issuers and non-U.S. equity plan administration.</li><li>
Familiarity with global tax, securities, and exchange control considerations impacting stock plans.</li><li>
Prior experience in Workplace Services or Stock Plan Services environments.</li><li>
Advanced degree.</li></ul><div>
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.</div><div></div><div><br>
#workplacejobs</div><div><h2 class="jobSectionHeader"><b><br>
What&rsquo;s in it for you</b></h2><p>
At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact. 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.</p><p>
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:</p><ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div></div>

Senior Product Manager, Stock Plan Services International Participants

<div><h2 class="jobSectionHeader"><b>Your opportunity</b></h2><div><br>
At Schwab, you&rsquo;re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us &ldquo;challenge the status quo&rdquo; and transform the finance industry together.</div><div></div><div><b><br>
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).</b></div><div><b>
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.</b></div><div></div><div><b><br>
Schwab&rsquo;s Workplace Services</b> (WS) team is responsible for serving client needs across Retirement Plan Services (RPS), Stock Plan Services (SPS), and Designated Brokerage Services businesses. The <b>Senior Product Manager, Stock Plan Services Private Issuer Securities</b> will be responsible for <b>managing and evolving a defined Private Issuer Securities SPS Product</b>, ensuring strong execution, client value, and alignment to broader SPS strategy.</div><div></div><div><br>
You will focus on <b>day-to-day offer ownership and delivery</b> for Private Issuer Securities capability, operating within the strategic direction set by SPS Product leadership and partner closely with cross-functional teams to support private companies that contract with Schwab for equity administration, cap table management, and participant access.</div><div></div><div><b><br>
Responsibilities</b></div><div></div><div><br>
The <b>Senior Product Manager, SPS Private Issuer Securities</b> serves as the <b>Product owner for the Private Issuer Securities SPS product</b>, with accountability for execution, performance, and continuous improvement.</div><div></div><div><b><br>
Offer Strategy &amp; Execution</b></div><ul><li>
Manage offer-level goals, performance metrics, and delivery plans.</li><li>
Identify opportunities to enhance the offer based on client needs, operational insights, and market trends.</li></ul><div><b>
Product Lifecycle Management</b></div><ul><li>
Own the ongoing management of the Private Issuer Securities offer, including roadmap planning, feature prioritization, and enhancements.</li><li>
Partner with technology and digital teams to deliver incremental improvements and resolve product issues.</li><li>
Support evaluation and execution of offer changes, expansions, or retirements as directed by SPS Product leadership.</li></ul><div><b>
Market Positioning &amp; Pricing Support</b></div><ul><li>
Partner with Marketing and Field Enablement to ensure clear, consistent messaging of the offer&rsquo;s value.</li><li>
Monitor competitive dynamics and client feedback to inform positioning recommendations.</li></ul><div><b>
Cross-Functional Collaboration</b></div><ul><li>
Lead cross-functional working teams across Technology, Operations, Legal &amp; Compliance, Risk, and Marketing to deliver offer outcomes.</li><li>
Coordinate launches, enhancements, and communications related to the Private Issuer Securities offer.</li><li>
Act as a subject matter expert for the offer in internal forums and client discussions.</li></ul><div><b>
Financial &amp; Governance Management</b></div><ul><li>
Partner with Finance to track offer-level performance, costs, and financial outcomes.</li><li>
Support vendor oversight and contract management related to the Private Issuer Securities offer.</li><li>
Ensure offer changes adhere to governance, risk, and compliance requirements.</li></ul><h2 class="jobSectionHeader"><b>
What you have</b></h2><div><br>
To ensure that we fulfill our promise of &quot;challenging the status quo,&quot; this role has specific qualifications that successful candidates should have.</div><div></div><div><b><br>
Required Qualifications:</b></div><ul><li>
7+ years of experience in equity compensation, stock plan services, financial services, or product/offer management.</li><li>
Experience owning or managing a defined product or offer with measurable performance outcomes.</li><li>
Demonstrated success working cross-functionally to deliver product or operational initiatives.</li><li>
Strong client-facing skills and the ability to translate client needs into execution priorities.</li><li>
Excellent written and verbal communication skills.</li><li>
Undergraduate degree.</li></ul><div><b>
Preferred Qualifications:</b></div><ul><li>
Experience with private companies, private equity, or pre-IPO equity administration.</li><li>
Prior experience in Workplace Services or Stock Plan Services environments.</li><li>
Advanced degree.</li></ul><div>
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.</div><div></div><div><br>
#workplacejobs</div><div><h2 class="jobSectionHeader"><b><br>
What&rsquo;s in it for you</b></h2><p>
At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact. 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.</p><p>
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:</p><ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div></div>

Senior Product Manager, Stock Plan Service Private Issuer Securities

<div><h2 class="jobSectionHeader"><b>Your opportunity</b></h2><div><br>
At Schwab, you&rsquo;re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us &ldquo;challenge the status quo&rdquo; and transform the finance industry together.</div><div></div><div><b><br>
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).</b></div><div><b>
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.</b></div><div></div><div><br>
Schwab&rsquo;s <b>Workplace Services</b> organization supports clients across Stock Plan Services (SPS), Retirement Plan Services (RPS), and related workplace offerings. The<b> Senior Product Manager, Advisor Services and Stock Plan Partnership</b> will be responsible for <b>owning, managing, and evolving the Advisor Services / Stock Plan Services (AS‑SPS) partnership offer</b>, which expands how Schwab supports stock plan sponsors and participants through collaboration with select Registered Investment Advisors (RIAs).</div><div></div><div><br>
This role focuses on <b>offer ownership, strategy and delivery</b>, while ensuring strong execution, scalability, and a high‑quality experience for corporate clients, advisors, and participants.</div><div></div><div><b><br>
About the AS‑SPS Offer</b></div><div></div><div><br>
The Advisor Services / Stock Plan Services partnership offer combines Schwab&rsquo;s end‑to‑end stock plan recordkeeping, digital platforms, and retail service capabilities with specialized guidance delivered by independent advisors.</div><div></div><div><br>
Under this model, Schwab continues to provide:</div><ul><li>
Stock plan administration and recordkeeping</li><li>
Digital access for employers and participants</li><li>
Access to Schwab retail services and Financial Consultants, where applicable</li></ul><div>
Partner advisors deliver tailored guidance focused on:</div><ul><li>
Equity award planning and complex equity compensation scenarios</li><li>
Plan feature education and participant decision support</li><li>
Financial education and long‑term wealth planning, as appropriate</li></ul><div>
This employer‑enabled offering allows plan sponsors to expand participant support while preserving the core Schwab SPS experience.</div><div></div><div><b><br>
Responsibilities</b></div><div></div><div><br>
The <b>Senior Product Manager, Advisor Services and Stock Plan Partnership</b> serves as the <b>offer owner</b> for the AS‑SPS partnership, with accountability for execution, performance, and continuous improvement across the full offer lifecycle.</div><div></div><div><b><br>
Offer Strategy &amp; Execution</b></div><ul><li>
Own offer‑level goals, success metrics, and delivery plans for the AS‑SPS partnership.</li><li>
Execute against strategic priorities.</li><li>
Identify opportunities to enhance the offer based on client needs, operational insights, and participant experience.</li></ul><div><b>
Offer Lifecycle &amp; Program Management</b></div><ul><li>
Manage end‑to‑end implementation of the offer, including the support of onboarding new plans into the partnership model.</li><li>
Oversee ongoing offer evolution, including enhancements to processes, technology, and service models.</li><li>
Partner with technology and digital teams to deliver technology needs and resolve offer‑level issues.</li></ul><div><b>
Market Positioning &amp; Pricing</b></div><ul><li>
Assess market penetration and adjust positioning to strengthen competitive differentiation</li><li>
Communicate product value propositions clearly to internal and external stakeholders</li><li>
Support evaluation and execution of offer changes, expansions, or retirements.</li></ul><div><b>
Advisor &amp; Client Experience</b></div><ul><li>
Manage advisor partnership enablement in close coordination with Advisor Services.</li><li>
Support advisor relationship management and field readiness related to the offer.</li><li>
Act as a subject matter expert for the AS‑SPS offer in internal and external forums.</li></ul><div><b>
Cross‑Functional Collaboration</b></div><ul><li>
Lead cross‑functional working teams across Technology, Operations, Legal &amp; Compliance, Risk, Marketing, and Field Enablement.</li><li>
Coordinate launches, enhancements, and communications tied to the AS‑SPS partnership.</li><li>
Ensure alignment across SPS, Advisor Services, and Retail stakeholders</li></ul><div><b>
Governance &amp; Business Management</b></div><ul><li>
Partner with Finance to track offer‑level performance, costs, and outcomes.</li><li>
Support vendor, advisor, and partnership oversight as applicable.</li><li>
Ensure offer changes adhere to governance, risk, and compliance requirements.</li><li>
Support internal coordination, reporting, and governance forums.</li></ul><h2 class="jobSectionHeader"><b>
What you have</b></h2><div><br>
To ensure that we fulfill our promise of &quot;challenging the status quo,&quot; this role has specific qualifications that successful candidates should have.</div><div></div><div><b><br>
Required Qualifications:</b></div><br>
<div></div><ul><li>
7+ years of experience in equity compensation, advisor platforms, workplace services, and/or product/offer management.</li><li>
Experience owning or managing a defined product, offer, or program with measurable outcomes.</li><li>
Demonstrated success leading cross‑functional initiatives in a complex, regulated environment.</li><li>
Strong client‑ and partner‑facing skills, with the ability to translate needs into execution priorities.</li><li>
Excellent written and verbal communication skills.</li><li>
Undergraduate degree.</li></ul><div><b>
Preferred Qualifications:</b></div><ul><li>
Experience working with Registered Investment Advisors or advisor partnership models.</li><li>
Familiarity with equity compensation, private or public company stock plans, or participant financial guidance.</li><li>
Prior experience in Workplace Services, Stock Plan Services, or Advisor Services.</li><li>
Advanced degree.</li></ul><div>
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.</div><div></div><div><br>
#workplacejobs</div><div></div><div><h2 class="jobSectionHeader"><b><br>
What&rsquo;s in it for you</b></h2><p>
At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact. 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.</p><p>
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:</p><ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div></div>

Senior Product Manager, Advisor Services and Stock Plan Partnership

Join Charles Schwab and explore 21   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Charles Schwab

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