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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