Senior Specialist, High Net Worth - Equity Plan Services
Charles Schwab
Charles Schwab is looking for a Senior Specialist, High Net Worth Representative in Austin, Texas. In this role, you'll engage with high-profile clients, assisting them with their equity compensation transactions while ensuring compliance with SEC regulations. The job emphasizes relationship-building and financial expertise, requiring at least 3 years of experience in the financial services industry. Applicants should hold a Bachelor's degree and relevant FINRA licenses. Schwab offers a hybrid work environment and a competitive benefits package including a 401(k) plan and tuition reimbursement. #J-18808-Ljbffr Charles Schwab
- ...one of the specified locations. Stock Plan Services (SPS) is a flexible, growing and highly specialized business unit within... ...corporations and their employees regarding their equity compensation plans. As a Sr. Speicalist, High Net Worth Representative of the Executive...Employment EquitySeniorHigh net worthWork experience placementWork at officeFlexible hours
$75k - $85k
...in assets. Who We’re Looking For A Senior Specialist for our Retirement Services team, passionate about transforming... ...role supports Sales, Onboarding, Plan Design, and Plan Documents teams, creating... ...position is eligible for new‑hire equity, with salary bands based on metro...Employment EquitySeniorContract workWork at office$75k - $85k
...re excited about adding a Senior Specialist to our Retirement Services team who is passionate about... ...FinTech space. At a high level, we’re looking for a... ...support our Sales, Onboarding, Plan Design and Plan Documents... ...participate to receive new hire equity in the Company. Please...Employment EquitySeniorContract workInterim roleWork at office$127.9k - $291.9k
...the global financial services marketplace and the only... ...unique needs of the high-net worth tax industry. The team... ...businesses to private equity owned companies. You'll... ...key responsibilities A Senior Services Manager in... ...responsibilities, from technical planning and advising of...Employment EquitySeniorHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...and integrity. Schwab Stock Plan Services (SPS) provides a variety of solutions... ...traded companies. The Senior Client Service Administrator... ...class client experience for our Equity Compensation corporate... ...operational knowledge resources for high value clients Research...Employment EquitySeniorWork experience placementFlexible hours
- Charles Schwab in Austin, Texas, is seeking a Senior Client Service Administrator to spearhead exceptional service and client relationships. You will be the point of contact for high-value clients, overseeing daily processes and leading client events while ensuring a seamless...Employment EquitySenior
- ...prestigious law firm located in Austin is seeking a highly skilled Senior-Level Associate for its Private Wealth Services Practice. The role requires a minimum of... ...of experience in sophisticated estate planning for high-net-worth clients. Responsibilities include drafting...SeniorHigh net worthFull timePrivate practice
- ...corporate, partnership, and high-net-worth individual tax work... ...Oversee tax planning, compliance, and review... ...workflow efficiency and service delivery Key Responsibilities... ...and mentor tax staff, seniors, and managers across... ...clients, private equity-backed companies, or HNW...Employment EquitySeniorHigh net worthRemote job
- ...A leading global law firm in Austin seeks a highly skilled Associate for its Private Wealth Services Practice. The ideal candidate will have 4-8 years of estate planning experience for high-net-worth clients and be able to manage multiple complex matters. Responsibilities...SeniorHigh net worthFull timePrivate practice
- ...and integrity. Schwab Stock Plan Services (SPS) provides a variety of solutions... ...traded companies. The Senior Client Service Administrator... ...class client experience for our Equity Compensation corporate... ...in a fast-paced environment * High school diploma and 2+ years of...Employment EquitySeniorFlexible hours
- ...Associate In Private Wealth Services Practice Greenberg... ...employment opportunity for a highly skilled associate in the private... ...We are seeking a senior-level associate (with a minimum... ...record in sophisticated estate planning for high-net-worth individuals and families, trust...SeniorHigh net worthFull timePrivate practiceWork at office
- ...firm in Austin is looking for a Junior to Mid-Level Private Wealth Services Associate. The ideal candidate will have at least one year of experience in sophisticated estate planning for high-net-worth individuals and trust administration. Responsibilities include drafting...High net worthFull time
$146k - $257k
...Senior Cloudflare One GTM Specialist (Central or East) Hybrid Available Location: Austin... ...the company provide free service to millions in our community... ...Experience building territory plans, prospecting and bringing... ...Sales Compensation Plan . Equity This role is eligible to...Employment EquitySeniorTemporary workRemote workFlexible hours- ...Director of Strategic Advisory Services, you'll work closely with ultra-high-net-worth families to provide... ...sophisticated deal flow, and execute planning with precision. This is a senior seat with room for... ...due diligence for private equity, venture capital, and direct...Employment EquityHigh net worthWork at office
$172.02k - $275.36k
...The Virtualization Specialist Solutions Architect plays... ...enabling them go from plan-to-production on their... ...customer success, consulting services and partner teams to... ...in the enterprise. ~ High availability and disaster... ..., and internal pay equity. Annual salary is one component...Employment EquitySeniorPermanent employmentFull timeContract workWork experience placementWork at officeRemote workFlexible hours$88.95k - $150.43k
...Senior Security GRC Analyst and Internal Security Assessor (ISA) –... ...Proven experience leading Level1 Service Provider assessments.... ...geographic location, and internal equity. The role may also be eligible... ...health, dental, vision, retirement plans, paid time off and other...Employment EquitySeniorWork at officeLocal area3 days per week$107.3k - $139.48k
...engineering consulting and services firms. At Stanley, your... ...term career! Job Title - Senior Project Controls Specialist Location - Austin, TX | Chicago... ...minimum of 10 to 15 years planning/scheduling and cost... ...geographic location, internal equity, company policy and practices...Employment EquitySeniorFull timeContract workTemporary workFor contractorsFor subcontractorWork at officeLocal areaRemote workFlexible hours2 days per week$115k - $150k
...for a strategic, Sales Planning-savvy Senior CSM to serve as the... ...Product, Professional Services, Support, and CX to... ...analytics products Product specialist or technical CSM for... ...constraints. High autonomy and ownership... ...which also includes equity, comprehensive health...Employment EquitySenior- ...location(s). As a Senior Scrum Master within... ...Schwab Technology Services, you will play a... ...role in enabling high-quality, predictable... ...solutions for high-net-worth and ultra-high-net... ..., including Equity/ETF, Fixed Income,... ...and program‑level planning activities such as...Employment EquitySeniorHigh net worthWork at office
$115.3k - $264.1k
...Senior Technical Program Manager Oracle Cloud Infrastructure... ...our global Repair Services organization. In this... ...and ensure efficient, high-quality repair... ...operational reviews, improvement plans, and issue resolution.... ...be eligible for bonus, equity, and compensation...Employment EquitySeniorTemporary workFlexible hours$140k - $170k
...lawn care and outdoor services, with over $100M in annual... ...things don’t go to plan. This is the hard part... ...The Role This is a broad Senior PM role on the quality,... .... You’ll work on live, high-scale systems with a mandate... ...: $140,000 - $170,000 Equity: The systems you’ll...Employment EquitySeniorLive inLocal areaRemote workFlexible hours- ...). Our International Trader Service organization has been recognized... ...International Trader Service Specialist where you will work with... ...the subject matter expert in equities, and derivatives (options & futures... ...and Employee stock purchase plan * Paid time for vacation,...Employment EquityWork at officeAfternoon shift
$67.9k - $182.55k
...Performance Office team is highly visible and responsible... ...for Aetna's COO and senior leadership team. This... ...functions, and the shared services teams. This position... ...Sr. Manager, Strategic Planning & Operations, you will... ...target in the company's equity award program. Benefits...Employment EquitySeniorHourly payFull timeTemporary workWork experience placementWork at officeLocal area- ...platform of products and services that make it easy for... ...programs. About the role The Senior Professional Services... ...processes to create high quality programs.... ...comprehensive project plans, ensuring all tasks are... ...Madison, Wisconsin. 401k & equity grants Free food and onsite...Employment EquitySeniorWork at officeLocal area
$76k - $125.3k
...country. EY’s Financial Services EY EDGE Wealth and... ...of hedge fund, private equity fund and mutual fund taxation... ..., tax minimization planning, on‑call advice, and tax... ...key responsibilities A senior analyst in FSO EDGE WAM... ...simultaneously Demonstrate a high level of professional...Employment EquitySeniorSummer holidayWork at officeLocal areaFlexible hours$180k - $200k
...Category Manager- Construction Services will play a lead role in... ...partners to deliver on budget planning and financial commitment monitoring... ...with a proven track record of high performance in complex multi-stakeholder... ...package (salary + equity). Retirement or pension plan,...Employment EquitySeniorContract workFor contractorsWork experience placementLocal area- ...This Is Not Your Average Client Services Coordinator Role - This Is... ...accelerate your career in financial planning, wealth management, and RIA... ...your life. We are an elite, high‑growth fiduciary advisory... ...exceptional service to high‑net‑worth clients , addressing inquiries...High net worthFull timeWork at officeRemote work
$140k - $170k
...Shoptalk is seeking a Senior PM to oversee quality and communication in service delivery. You'll impact strategy and policy while working on high-scale AI-powered systems, ensuring customer and... ...and offers flexible PTO along with equity opportunities. #J-18808-Ljbffr...Employment EquitySeniorRemote workFlexible hours- ...The Role We are looking for a Senior HRIS Specialist to own ACS’s Rippling HRIS... ...structure; support strategic HR planning with data analysis and... ...implementing HRIS at a startup or high‑growth company scaling from... ...Competitive salary ACS Equity Package Health, Dental, Vision...Employment EquitySeniorLocal area
$125k - $159k
...can be anything, Be Infoblox . Senior Professional Services Consultant - West We are looking... ...project documentation, implementation planning, and knowledge base contributions - improving... ...reflect role location, internal equity, experience, skills, education, and...Employment EquitySeniorRemote workFlexible hoursNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Specialist, High Net Worth - Equity Plan Services. Be the first to apply!
- traffic specialist Austin, TX
- wellness specialist Austin, TX
- staffing specialist Austin, TX
- family engagement specialist Austin, TX
- google specialist Austin, TX
- search engine optimization specialist Austin, TX
- reading specialist Austin, TX
- senior specialist Austin, TX
- deployment specialist Austin, TX
- member outreach specialist Austin, TX


