Senior Equity Compensation Planner
Charles Schwab Corporation
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. As a Senior Equity Compensation Planner, you'll help clients turn complex stock compensation programs into confident financial decisions. Partnering with clients and a collaborative team of planning professionals, you'll integrate equity compensation strategies into comprehensive financial plans that support long-term goals and strengthen client relationships. You'll make a meaningful impact while continuing to grow your expertise through mentorship, innovative technology, and ongoing development opportunities. You will: Use Client Relationship Management and Communication skills to build trust, uncover client goals, and deliver personalized planning guidance. Apply Analytical Thinking and financial planning expertise to develop equity compensation strategies and actionable recommendations. Leverage Consultative Communications to simplify complex equity compensation concepts and help clients make informed decisions. Partner across Schwab using Cross-Functional Collaboration and Partnership Development skills to deliver integrated planning solutions. Demonstrate strong Organization , Time Management , and Attention to Detail while managing multiple client relationships and planning priorities. What you have Required Qualifications CFP® certification Active FINRA Series 7 and Series 63/65 or 66 licenses Bachelor’s degree 5+ years of financial services experience Demonstrated success applying Client Relationship Management , Analytical Thinking , Consultative Communications , Cross-Functional Collaboration , and Time Management skills to drive positive client outcomes. Preferred Qualifications Insurance licensing 3+ years of equity compensation planning experience Experience with stock options, RSUs, stock awards, and stock appreciation rights Entrepreneurial Orientation and a proactive, client-focused mindset Experience leveraging technology and data to enhance planning outcomes and client experiences #J-18808-Ljbffr Charles Schwab Corporation
$141.1k - $207.3k
...during the construction document phase. Works directly with senior designer to size and mass the building Evaluates... ...are fair, and competitive and reflect our commitment to pay equity. Our compensation decisions include but are not limited to a candidate’s qualifications...Employment EquitySeniorFor contractorsWork at officeLocal areaPerkins and Will
San Francisco, CA13 hours ago$120.74k - $203.84k
...Senior Health Planner At HDR, our employee-owners are fully engaged in creating a welcoming environment... ...day. As we work to weave diversity, equity, and inclusion into our work and... ...and tuition reimbursement. The expected compensation range for this position depends upon...Employment EquitySeniorTemporary workFlexible hoursHDR
San Francisco, CA3 days ago$63k - $95k
...Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader... ...role reflects the minimum and maximum compensation for the role. Offers are typically made... ...our company's 401k plan, as well as an equity-based incentive program. Indeedians will...Employment EquitySeniorWork experience placementLocal areaIndeed
San Francisco, CA1 day ago$134.75k - $287.91k
...building trust‑based relationships with senior stakeholders and present proposals, decisions... ...to recruiting, hiring, job assignment, compensation, promotion, benefits, training,... ...company bonus, incentive for sales roles, equity or benefits, as applicable. #J-18808-Ljbffr...Employment EquitySenior- Asana is seeking a Compensation Business Partner focused on Broad-Based Compensation to lead core compensation strategy for the general employee population. You will shape market positioning, evolve pay philosophy, and drive decisions impacting thousands of employees,...SeniorWork at office
- Rippling in San Francisco is looking for a Compensation Manager to shape its compensation strategy. In this role, you will drive core compensation programs, advise business leaders, and lead compensation design projects. The ideal candidate will have at least 7 years of...Employment EquitySeniorWork at office3 days per week
- ...come build with us at Crusoe. About the Role: The Senior Events Manager for Community Engagement will be a key driver... ...systems (e.g., Salesforce). Benefits: ~ Competitive compensation and equity packages ~ Restricted Stock Units ~ Paid time off, paid...Employment EquitySeniorContract workTemporary workLocal area
Crusoe
San Francisco, CA11 days ago $160k - $195k
...come build with us at Crusoe. About the Role: The Senior Events Strategy Manager will be a key driver in scaling our... ...systems (e.g., Salesforce). Benefits: ~ Competitive compensation and equity packages ~ Restricted Stock Units ~ Paid time off, paid...Employment EquitySeniorContract workTemporary workCrusoe
San Francisco, CA11 days ago- ...Taylor Design, a 100% employee-owned company, is looking for a Senior Healthcare Planner to join our San Francisco office. This is your opportunity... ...and/or certifications. We believe in the importance of pay equity and consider internal equity of our current team members as...Employment EquitySeniorContract workWork at office
Taylor Design
San Francisco, CA13 hours ago - A leading AI company in San Francisco is seeking a Lead Deployment Strategist to tackle complex manufacturing challenges using AI. This role involves collaboration across teams to drive impactful decisions and implement innovative solutions. The ideal candidate has 2-7 ...Employment EquitySenior
- ...we do, and the world we share. Position Summary: The Senior Laboratory Planner role requires an individual dedicated to collaboration, critical... ...under deadline situations A commitment to Justice, Equity, Diversity, and Inclusion principles Physical Requirements...Employment EquitySeniorWork at officeWork from homeFlexible hours
Harley Ellis Devereaux
San Francisco, CA1 day ago $93.6k - $145.6k
...Senior Environmental Planner CEQA and NEPA are exciting environmental laws for you—you might even call yourself a "CEQA... ...@ascent.inc. Ascent strives for equity in every area at Ascent, including compensation. To ensure candidates are paid fairly, the offered...Employment EquitySeniorFull timeContract workWork at officeLocal areaAscent Corporation
Berkeley, CA3 days ago- KPMG is currently seeking a Senior Manager, Compensation & Benefits to join our Global Mobility Services (GMS) practice. Responsibilities: Deliver... ...: total rewards and benefits, global compensation and equity sourcing and taxation, domestic and global employment tax...Employment EquitySeniorWorldwideFlexible hours
$154.05k - $189.99k
...-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build Gusto should share... ...assessed during the interview process. About the role: The Senior Compensation Manager is a core member of Gusto's People team, responsible...Employment EquitySeniorFull timeWork at officeLocal area2 days per week3 days per weekTriwill Group
San Francisco, CA13 hours ago- ...Senior Events Marketing Manager Own Rillet's field marketing motion — designing and executing high-impact, in-person experiences that... ...an impact as Rillet scales. Competitive pay and meaningful equity. Be rewarded for the value you help create. Benefits that support...Employment EquitySeniorWork at officeRelocationFlexible hours
Rillet
San Francisco, CA4 days ago $200k - $240k
...Rippling.com addresses. About The Role We are looking for a Compensation Business Partner to join our Compensation team. This role will... ...Experience with Incentive Plans in the US (or Private company equity preparing for IPO) preferred Substantial command of compensation...Employment EquitySeniorWork experience placementWork at office3 days per week- ...only be sent from @Rippling.com addresses. About the role As a Compensation Manager at Rippling, you will play a pivotal role in shaping... ...’s core compensation programs: Market analysis, benchmarking, equity compensation, training, (semi)‑annual compensation events, managing...Employment EquitySeniorTemporary workWork experience placementWork at office3 days per week
- Discord is seeking an experienced Senior Stock Plan Administrator to join our Stock Administration team. You will support the day-to-day administration of our global equity programs, including equity grants, option exercises, RSU releases, and SOX compliance. Based in...Employment EquitySeniorRemote job
$136.33k - $312.34k
...stand for as a firm. KPMG is currently seeking a Senior Manager, Compensation & Benefits to join our Global Mobility Services (GMS) practice... ...: total rewards and benefits, global compensation and equity sourcing and taxation, domestic and global employment tax...Employment EquitySeniorLocal areaWorldwideFlexible hoursKPMG
San Francisco, CA13 hours ago$160k - $195k
...services, and underlying physical infrastructure. As the Senior GPU Capacity and Optimization Planner, you will own the day-to-day management,... ...sustainability initiatives. Benefits: ~ Competitive compensation and equity packages ~ Restricted Stock Units ~ Paid time...Employment EquitySeniorTemporary work$128.1k - $188.3k
Perkins&Will Seattle is seeking a Senior Lab Planner with 10-15+ years of experience in leading programming, master planning, and laboratory... ...fair, and competitive and reflect our commitment to pay equity. Our compensation decisions include but are not limited to a candidate’s...Employment EquitySeniorFull timeContract workTemporary workFor contractorsWork at officeLocal area- ...the best team in the creator economy and are looking for a Senior Compensation to support our mission. This role is based in San Francisco... ...total rewards framework, including base salary, variable pay, equity programs, and benefits, to ensure a comprehensive and...Employment EquitySeniorWork at officeLocal areaRemote workFlexible hours3 days per week
- ...the AI and tech ecosystem A product with real traction - people use it every day and keep coming back Competitive comp, meaningful equity, and tier-one backing behind the business If you're an events professional who thinks in revenue and wants to build something from...Employment EquitySenior
$200.7k - $250.9k
...that fosters trust in our platform.As a Senior Risk Strategist focused on fraud, you’ll... ...package at Mercury includes base salary, equity (stock options/RSUs), and benefits.Our... ...updated regularly using the most reliable compensation survey data for our industry. New hire...Employment EquitySenior$158k - $248k
...global scale while striving for greater equity and opportunity - inside and outside our... ...wait to meet you.About the Role As the Senior Staff Monetization and Pricing Strategist... ...skills, and experience. In addition to cash compensation, this role qualifies for a comprehensive...Employment EquitySeniorWork at officeFlexible hours$221.12k - $276.4k
...systems, and career sites. About the Role We are hiring a Senior Director, Sales Compensation & Strategy to lead our global compensation governance... ...experiences, and identities. Fivetran promotes diversity, equity, inclusion & belonging through attracting, recruiting,...Employment EquitySeniorLocal area$135k - $165k
...Denver, CO, New York, NY, Seattle, WA, Washington, DC Title: Senior Compensation Manager, GTM/Sales About the role: Cloudflare is looking for... ...based hires: Estimated annual salary of $159,000 - $195,000 Equity This role is eligible to participate in Cloudflare’s equity...Employment EquitySeniorTemporary workLocal areaFlexible hours$159k - $296k
...trucks. As a research engineer for Learnable Planner you will support integration of new AI... ...in accordance with the Company’s compensation practices. The salary base range is reflective... ...for employees in this role, including equity incentive awards and an annual performance...Employment EquitySeniorFull timeWork at officeWork from homeFlexible hours$270k - $410k
...Counsel represents a prestigious AmLaw firm seeking a Senior Associate or Counsel to join its Executive Compensation & Employee Benefits Practice . Locations:... ...public company matters, M&A transactions, and private equity deals. Responsibilities: Advise public and...Employment EquitySenior$145k - $190k
...experience. Partner closely with Hiring Managers and Senior Leadership to understand their talent needs and... ...qualifications, interview performance, market data, etc. Total compensation for this position may also include equity, sales incentives (for sales roles), and employee...Employment EquitySeniorFull timeWork at officeCandid Health
San Francisco, CAmore than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Equity Compensation Planner. Be the first to apply!
- party planner San Francisco, CA
- manufacturing planner San Francisco, CA
- business continuity planner San Francisco, CA
- transportation planner San Francisco, CA
- vacation planner San Francisco, CA
- senior planner San Francisco, CA
- retirement plan specialist San Francisco, CA
- well planner San Francisco, CA
- facilities planner San Francisco, CA
- airport planner San Francisco, CA