The Charles Schwab Corp logo

Senior Manager, Stock Plan Services International Participant Product.

The Charles Schwab Corp

  • Phoenix, AZ
  • 3 days ago

    Highlights

    The Senior Manager, Stock Plan Services International Participant Product will be responsible for managing and evolving a defined set of international participant capabilities within SPS, ensuring compliant global delivery, strong execution, and alignment with broader SPS product and financial wellness product strategy. The Senior Manager, Stock Plan Services International Participant Product serves as the product owner for international participant-facing SPS capabilities, with accountability for execution, performance, risk alignment, and continuous improvement across supported countries and regions.

    Numbers & Facts

    LocationPhoenix, AZ
    IndustrySecurity and Surveillance
    Company Size1,000 to 1,499 employees
    Year Founded1971
    Websitehttp://www.aboutschwab.com/careers

    Description

    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.

    We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days per week in one of the specified locations.

    Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

    Schwab's Workplace Services (WS) team is responsible for serving client needs across our Retirement business, our Stock Plan Services (SPS) business, and our Designated Brokerage Services business. The Senior Manager, Stock Plan Services International Participant Product will be responsible for managing and evolving a defined set of international participant capabilities within SPS, ensuring compliant global delivery, strong execution, and alignment with broader SPS product and financial wellness product strategy.

    This role focuses on ownership and delivery of international participant offers, operating within the strategic direction set by SPS Product leadership. The Senior Manager will 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.

    Role & Responsibilities

    The Senior Manager, Stock Plan Services International Participant Product serves as the product owner for international participant-facing SPS capabilities, with accountability for execution, performance, risk alignment, and continuous improvement across supported countries and regions.

    International Offer Strategy & Execution

    • Develop and execute the strategic roadmap for Schwab''s international stock plan participant offering, aligning capabilities, participant needs, business objectives, and regulatory requirements across global markets.
    • Own offer-level goals, performance metrics, and delivery plans for international participant products, including enrollment, ongoing service, and lifecycle events.
    • Identify and prioritize opportunities to improve international participant experience while maintaining regulatory and operational integrity.
    • Evaluate participant needs, market trends, competitive offerings, and business priorities to identify growth opportunities and inform strategic investments.
    • Serve as the product owner for international participant experiences and capabilities across the participant lifecycle.

    International Participant Delivery

    • Lead initiatives that improve enrollment, onboarding, account access, and ongoing servicing experiences for international participants.
    • Drive adoption of fully featured brokerage accounts and expand participant access to Schwab products, services, and digital capabilities.
    • Identify and execute opportunities to digitize manual processes and forms to improve participant experience and operational efficiency.
    • Lead and partner with Digital on international participant enrollment experiences, including identity verification, eligibility validation, and country-specific onboarding requirements.
    • Drive clarity and consistency in participant communications, including localized language, disclosures, and education materials.

    International Regulatory & Market Enablement

    • Partner with legal, compliance, risk, tax, and operations teams to evaluate and support international participant capabilities.
    • Assess market-specific opportunities, constraints, and regulatory considerations that influence offer design and delivery.
    • Support development of participant education and guidance frameworks related to international program features and processes.

    Cross-Functional Leadership & Governance

    • Lead cross-functional working teams across Technology, Operations, Legal & Compliance, Risk, Tax, and Marketing to deliver international participant outcomes.
    • Influence stakeholders to align priorities, funding, and delivery plans for international offer initiatives.
    • Establish reporting, success metrics, and governance mechanisms to support executive decision-making.
    • Represent the international participant offer in strategic planning, client discussions, and leadership forums.

    What you have

    To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

    Required Qualifications

    • 5+ years of experience in equity compensation, stock plan services, global financial services, or product/offer management.
    • Experience supporting international or cross-border stock plan participants.
    • Ability to work cross-functionally across legal, tax, operations, and technology teams.
    • Strong client-facing skills and ability to translate complex regulatory requirements into executable product solutions.
    • Strong analytical and problem-solving skills with the ability to translate data, participant insights, and business needs into actionable recommendations.
    • Excellent written and verbal communication skills.
    • Undergraduate degree.

    Preferred Qualifications

    • Experience with multinational issuers and non-U.S. equity plan administration.
    • Familiarity with global tax, securities, and exchange control considerations impacting stock plans.
    • Experience in Workplace Services or Stock Plan Services environments.
    • Advanced degree.

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

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    About Company

    The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

    The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

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