Sr Mgr, CS&S Participant Services Electronic Communications - SPS

The Charles Schwab Corporation; Westlake (TX); On-site; USD 75,000 - 100,000; Full time

Job summary

The Charles Schwab Corporation in Westlake, TX seeks an experienced Participant Services specialist to support Stock Plan Services. You will hold FINRA licenses and drive client-centric solutions, with leadership responsibilities and a flexible shift.

This on-site role emphasizes in-depth brokerage knowledge and strong communication to guide employees of corporate clients. Join Schwab to contribute to a trusted, education-focused service culture and grow with a company that values integrity and

Qualifications

• Active FINRA Series 7 & 63 licenses required.
• Active FINRA Series 9 and 10 licenses required.
• Minimum five years in brokerage/financial services with equity compensation knowledge.
• Strong communication and leadership capabilities.

Skills

FINRA Series 7 & 63 licenses

FINRA Series 9 & 10 licenses

Brokerage/financial services knowledge

Client-centric solutions

Verbal & written communication

Leadership & coaching

Flexible shift

Education

Bachelor’s degree

Job 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 in the specified location(s).

Participant Services is the business to end-user (“B to C”) unit supporting Stock Plan Services. Participant Services acts as the primary service and trading arm for SPS. We provide personalized service to employees (participants) of corporate clients, who utilize Schwab SPS to administer their equity compensation plans. Participant Services is guided by our mission: “Inspiring financial growth through education and world-class service”. Stock Plan Services is a growing and highly specialized business unit within Client Service and Support.

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.

Requirements:

• Active FINRA Series 7 & 63 licenses
• Active FINRA Series 9 and 10 licenses
• Thorough knowledge of brokerage/financial services industry with minimum five years prior experience (preferred), including extensive equity compensation knowledge
• Demonstrated passion for providing client-centric solutions
• Positive attitude, enthusiasm, professionalism, and solid work ethic with high level of integrity and ethics
• Excellent verbal and written communication skills to influence and build consensus, as well as proven presentation skills
• Minimum 2 years Strong leadership, motivational, and coaching skills with ability to get results and develop employees
• Ability to work a flexible shift

Preferred:

• Bachelor’s degree
• Prior contact center or operations experience
• Prior equity compensation knowledge/experience

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—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.

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