Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Equity Plan Client Success Specialist

Charles Schwab

Charles Schwab is seeking a Senior Client Service Administrator to enhance the client experience for Equity Compensation corporate clients. This role involves overseeing client relationships, processing transactions, and liaising with various internal teams to maintain service excellence. The ideal candidate will possess strong organizational skills and at least 2 years of relevant client service experience. A hybrid work option is available, supported by a comprehensive benefits package. #J-18808-Ljbffr Charles Schwab

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Equity Plan Client Success Specialist in Wisconsin vacancy
  • $100k - $150k

     ...Remote Job Overview Relativity's Success Operations team drives strategy, planning, and business operations for the company...  .... As part of this team, the Senior Strategy & Business Operations Associate...  ...qualifications, and internal pay equity. Hiring at the top end of the... 
    Employment Equity
    Senior
    Remote work

    Relativity

    Wisconsin
    4 days ago
  •  ...Overview: As a Customer Success Manager, you will drive the strategic...  ..., value-driven success plan. Continuous Product Adoption...  ...the Customer" by synthesizing client feedback to influence the product...  ...Perks at Findhelp ~401k & equity grants ~ Free food and... 
    Employment Equity
    Senior
    Work at office
    Local area

    findhelp

    Madison, WI
    2 days ago
  •  ...customer champions and advocates so clients can articulate the value...  ...lifecycle stage to achieve successful outcomes. Maintain awareness...  ...Co‑develop customer outcomes plans to deliver on agreed KPI’s and...  ...discretionary bonus, commission and equity plans (as applicable), 401(k)... 
    Employment Equity
    Senior
    Contract work
    Local area
    Flexible hours
    3 days per week

    Sprinklr Inc.

    Wisconsin
    2 days ago
  •  ...Working Here! About the Position Advanced Plan Review—Flexibility Built In Lane County is seeking an experienced Plans Examiner, Senior to perform advanced technical review of...  ...Opportunity Employer. We value diversity, equity, and inclusion as essential elements that... 
    Employment Equity
    Senior
    For contractors
    Work at office
    Remote work
    Monday to Friday
    Flexible hours

    Lane County, OR

    Oregon, WI
    2 days ago
  •  ...Sr. Client Service Consultant We are looking to add...  ...; Client Service Specialist and Client Service Consultant...  ...complex insurance plans such as loss sensitive...  ...to the organization's success by effectively influencing...  ...employee's unique diversity, equity, and inclusion (DE&I)... 
    Employment Equity
    Senior
    Full time

    Holmes Murphy

    Madison, WI
    2 days ago
  •  ...energy markets and proven experience in launching successful software products. Responsibilities include...  ...collaborating across teams. Benefits include a bonus plan, 401k, medical insurance, and opportunities for equity participation. #J-18808-Ljbffr Satoshi Energy
    Employment Equity
    Senior

    Satoshi Energy

    Wisconsin
    2 days ago
  • $110k - $190k

     ...to work directly with clients on meaningful, high-impact...  ...(ASC 842), debt and equity transactions, impairments...  ..., and remediation planning.Assist clients with disclosure...  ...and mentor managers, senior associates, and staff....  ...culture that fuels the success of our firm, our clients... 
    Employment Equity
    Senior
    Full time
    Contract work

    Cohen & Company

    Milwaukee, WI
    4 days ago
  • $110k - $183k

     ...focuses on four strong pillars of Client Experience, Operational...  ...Culture. Sprinklr’s Customer Success Managers (CSMs) align highly skilled...  ...and program manages a plan to empower the customer to do...  ...plan, commission plan, and/or equity plan, depending on role. US-based... 
    Employment Equity
    Senior
    Contract work
    Local area
    Immediate start
    Worldwide
    Flexible hours
    3 days per week

    Sprinklr

    Wisconsin
    2 days ago
  • $85k - $250k

     ...businesses? As a Manager/Senior Manager in our M&A Tax...  ...a trusted advisor to clients navigating complex transactions...  ...directly with private equity firms, closely held...  ...-transaction planning and integrationEvaluate...  ...culture that fuels the success of our firm, our clients... 
    Employment Equity
    Senior
    Full time
    Contract work

    Cohen & Company

    Milwaukee, WI
    3 days ago
  • $171.86k - $292.17k

     ...is critical to our company's success - from the analytical to the technical...  ...with CIO as part of the IT senior leadership team on the service...  ...develop and execute workforce plans to meet current and future...  ...range to account for internal equity and allow for future and continued... 
    Employment Equity
    Senior
    Full time
    Casual work
    Work at office
    Local area

    MGIC Investment

    Milwaukee, WI
    5 days ago
  • $110k - $210k

     ...passion for exceptional client service and sophisticated tax planning? As a Senior Manager on our High...  ...impacting wealth planning, succession, and family tax...  ...income, investments, equity compensation, trusts,...  ...across service lines and specialist teams to deliver integrated... 
    Employment Equity
    Senior
    Full time
    Contract work
    Work at office

    Cohen & Company

    Milwaukee, WI
    2 days ago
  • $146.8k - $231k

     ...Products (ATMP).About the roleThe Senior Manager, Application and...  ...cross-functional teams•  Proven success in product lifecycle management...  ...strategies and go-to-market plans•  Strong analytical and data-driven...  ...and recognition programs, equity stock purchase and retirement... 
    Employment Equity
    Senior
    Full time
    Work experience placement
    Work at office

    Kerry Group

    Beloit, WI
    2 days ago
  •  ...paid time off.Job SummaryThe Senior People Operations Consultant...  ...personal leaves, return-to-work planning, and complex case management...  ..., skill set, internal pay equity and other relevant qualifications...  ...Energy will be required to successfully complete a background check,... 
    Employment Equity
    Senior
    Full time

    Alliant Energy

    Madison, WI
    19 hours ago
  • $124k - $335k

     ..., tax compliance, and planning to help improve their...  ...transition. Our team helps our clients design and implement...  ...cash flow management, equity expansion, divestiture...  ...as individuals to be successful and progress in our...  ...in the future.As a Senior Manager, you'll work as... 
    Employment Equity
    Senior
    Full time
    H1b

    PwC

    Milwaukee, WI
    5 days ago
  • $134k - $202k

     ...responsible for developing an account plan and strategy for leveraging...  ...~ Leadtechnical success plansto ensure customers have...  ...~ Partner with other senior level team membersinProduct,and...  ...qualifications, and internal pay equity. Hiring at the top end of the... 
    Employment Equity
    Senior
    Remote work

    Relativity Inc

    Milwaukee, WI
    4 days ago
  •  ...ready to take your career in client management to the next level? As a Senior Client Manager, you'll be...  ...and guiding your team to success. Plus, you'll be a key...  ...-sponsored retirement plans. And, we’re privately owned...  ...for Wall Street or private equity.What Draws People to M3... 
    Employment Equity
    Senior
    Full time
    Work at office
    Immediate start
    Remote work
    Flexible hours

    M3 Insurance

    De Pere, WI
    5 days ago
  • $77k - $214k

     ..., tax compliance, and planning to help improve their...  ...transition. Our team helps our clients design and implement...  ...cash flow management, equity expansion, divestiture...  ...as individuals to be successful and progress in our...  ...in the future.As a Senior Associate, you'll work... 
    Employment Equity
    Senior
    Full time
    H1b

    PwC

    Milwaukee, WI
    2 days ago
  • $120k - $160k

     ...Product Development (NPD) teams to successfully complete multiple projects...  ...and execution of project plans for R&D efforts, New Product...  ...geographic location, internal equity, and other pertinent job-related...  ...20,000 consultants and 5,000 clients across the U.S., Canada, Asia... 
    Employment Equity
    Senior
    Permanent employment

    Actalent

    Caledonia, WI
    5 days ago
  •  ...that empowers your success. Work with KPMGs...  ...extensive network of specialists; enjoy access to...  ...helping high-profile clients understand,...  ...currently seeking a Senior Manager or Manager...  ...comprised of private equity clients, public...  ...medical and dental plans, vision coverage,... 
    Employment Equity
    Senior
    Local area

    KPMG

    Milwaukee, WI
    3 days ago
  • $86.47k - $136.79k

     ...objectives and driving organizational success. This role plays a key part...  ...decisions around workforce planning, org design, and talent....  ...insight.HR Business Partner or Senior HR Business PartnerWe are...  ...geographical location, and internal equity. Compensation decisions are... 
    Employment Equity
    Senior
    Work at office
    Local area

    The Silver Lining

    West Bend, WI
    2 days ago
  • $106k - $186k

     ...heart of energy production? As a Senior Engineer - Generation, you’ll...  ...coded pressure welding.From planning and executing boiler tube...  ...experience, skill set, internal pay equity and other relevant...  ...Alliant Energy will be required to successfully complete a background check,... 
    Employment Equity
    Senior
    Full time
    For contractors
    For subcontractor

    Alliant Energy

    Pardeeville, WI
    2 days ago
  • $112k - $168k

     ...Overview Employee Relations Specialist serves as a trusted...  ...health. The Senior Employee Relations Specialist...  ...including PIPs, coaching plans, and involuntary separations...  ..., timelines, and success metrics Support differentiation...  ..., and internal pay equity. Hiring at the top end... 
    Employment Equity
    Senior
    Remote work

    Relativity

    Wisconsin
    4 days ago
  • $94k - $128k

     ...business, and we're looking for a Senior Solution Architect to help...  ...• Enterprise Architecture Planning (EAP) • Artificial Intelligence...  ..., skill set, internal pay equity and other relevant qualifications...  ...Energy will be required to successfully complete a background check,... 
    Employment Equity
    Senior
    Full time
    Work experience placement
    Immediate start

    Alliant Energy

    Madison, WI
    2 days ago
  • $128k - $252.5k

     ...Transactions team helps guide clients through their most...  ...corporate and private equity clients, this role...  ...and capture value. As a Senior Consultant in M&A...  ...readiness, integration planning, separation planning,...  ...private equity clientsA successful candidate would possess... 
    Employment Equity
    Senior
    Local area

    Deloitte

    Milwaukee, WI
    1 day ago
  • $121.1k - $172.5k

     ...the climate, affordability and equity crises through: renewables and...  ...sales solutions to our clients in the built environment. We’re...  ...for someone with proven sales success or someone who comes from the...  ...Developing and executing a sales plan to achieve and exceed sales targets... 
    Employment Equity
    Senior
    Local area
    Remote work
    Visa sponsorship

    McKinstry Co.

    Madison, WI
    19 hours ago
  •  ...Overview As a Senior Wealth Portfolio Manager...  ...the heart of our client-first culture,...  ...holistic financial planning, working alongside...  ...Banking, and investment specialist teams to deliver...  ..., and business succession concepts preferred...  ...embraces diversity, equity, & inclusion; one... 
    Employment Equity
    Senior

    Johnson Financial Group LLC

    Madison, WI
    2 days ago
  •  ...sizing, compliance and performance test planning, and codes and standards adherence. Additionally...  ...engineers, drives cross-functional success, contributes to standards and procedures,...  ...company that celebrates differences and keeps equity and respect at the forefront. We offer... 
    Employment Equity
    Senior
    Work experience placement
    Summer work

    Generac

    Waukesha, WI
    3 days ago
  • $120k - $145k

    What You'll DoThe Senior Manager, Tax Learning...  ...annual curriculum planning process to support...  ...with the Senior Specialist, Onboarding &...  ...instructors, and client-facing contributors...  ...culture that fuels the success of our firm, our...  ...importance of diversity, equity and inclusion by... 
    Employment Equity
    Senior
    Full time
    Contract work
    Work at office
    Remote work
    Flexible hours
    3 days per week

    Cohen & Company

    Milwaukee, WI
    2 days ago
  • $120k - $135k

     ...s complex challenges. As the Senior Product Marketing Manager, Harvard...  ..., and accelerate product success. This is a highly strategic...  ...new product launch strategies, planning, and measurement with a focus...  ..., location and internal equity. We connect striving leaders... 
    Employment Equity
    Senior
    Summer work
    Remote work

    Harvard Business School Publishing Corporation

    Wisconsin
    3 days ago
  • $144.3k - $216.5k

     ...currently seeking an experienced Senior Project Manager I to provide...  ...is vital to your success. RESPONSIBILITIES Supervise overall...  ...Medical and prescription drug plans that includes no additional cost...  ...consideration given to internal equity. This position is eligible for... 
    Employment Equity
    Senior
    H1b
    Work at office
    Flexible hours

    Mortenson

    Milwaukee, WI
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Equity Plan Client Success Specialist. Be the first to apply!