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Stock Plan Consultant Jobs (NOW HIRING)

Raymondjames

Senior Consultant - NWPS

Seattle, WA · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior Consultant manages a select group of qualified and nonqualified retirement plans and ... plan types, including 401(k), profit sharing, cash balance, defined benefit, and Employee Stock ...

Raymondjames

Senior Consultant - NWPS

Mill Creek, WA · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior Consultant manages a select group of qualified and nonqualified retirement plans and ... plan types, including 401(k), profit sharing, cash balance, defined benefit, and Employee Stock ...

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Stock Plan Consultant information

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How much do stock plan consultant jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for stock plan consultant in the United States is $41.55, according to ZipRecruiter salary data. Most workers in this role earn between $29.33 and $49.52 per hour, depending on experience, location, and employer.

What are some common challenges faced by stock plan consultants when managing global equity compensation plans?

Stock Plan Consultants often encounter challenges related to navigating varying international regulations, tax implications, and compliance requirements when managing global equity compensation plans. Coordinating with local legal and finance teams, staying updated on regulatory changes, and ensuring accurate reporting are key aspects of the role. Consultants also work closely with HR and payroll departments to provide employee education and support, making strong communication skills essential. Overcoming these challenges requires a proactive approach to problem-solving and continuous learning about global equity practices.

What is the difference between Stock Plan Consultant vs Stock Plan Administrator?

AspectStock Plan ConsultantStock Plan Administrator
CredentialsTypically requires finance, HR, or legal background; certifications like CCP or CEPI are commonOften requires administrative or HR certifications; experience with stock plan systems is beneficial
Work EnvironmentAdvisory role, often consulting with multiple clients or companiesIn-house or third-party, managing daily stock plan operations
Employer & IndustryConsulting firms, financial services, corporate HR departmentsCorporations, stock plan service providers, HR teams

While both roles involve stock plan management, a Stock Plan Consultant primarily provides strategic advice and consulting services, whereas a Stock Plan Administrator handles the day-to-day administration of stock plans within a company.

What are the key skills and qualifications needed to thrive as a stock plan consultant?

To thrive as a Stock Plan Consultant, you need a solid understanding of equity compensation plans, financial analysis, and relevant regulations, typically supported by a bachelor’s degree in finance, accounting, or a related field. Familiarity with stock plan administration systems (such as E*TRADE or Fidelity), advanced Excel skills, and certifications like CEP (Certified Equity Professional) are highly valued. Strong interpersonal skills, attention to detail, and the ability to explain complex concepts clearly help you excel in client-facing situations. These skills ensure accurate management of stock plans, regulatory compliance, and effective client guidance, all of which are crucial for organizational and employee satisfaction.

What is a stock plan consultant?

Stock Plan Consultants are professionals who help companies design, implement, and manage employee stock plans, such as stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs). They advise on plan structure, compliance with regulations, and communication strategies to ensure employees understand their benefits. Stock Plan Consultants often work with HR departments, legal teams, and finance professionals to optimize equity compensation programs and align them with business goals.
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What job categories do people searching Stock Plan Consultant jobs look for?

The top searched job categories for Stock Plan Consultant jobs are:

Stock Plan Consultant jobs near you
Infographic showing various Stock Plan Consultant job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 73% In-person, and 27% Remote job distribution, with an average salary of $86,430 per year, or $41.6 per hour.

Client Service Manager, Stock Plan Services

Charles Schwab Inc.

Westlake, TX • On-site

$80K - $120K/yr

Full-time

Posted 6 days ago

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 4 days per week in one of the specified locations.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publically traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals.
Specifically, the SPS Client Services team plays a vital role in the delivery of our services. They are responsible for the day to day interaction between Schwab and our largest, most complex corporate clients, ensuring all aspects of their plans are operating smoothly. This team provides training and guidance to our corporate clients on how to most efficiently utilize Schwab's tools and services in addition to assisting our clients trouble shoot issues by researching items and presenting solutions. This includes partnering with other teams within SPS to ensure a consistent client experience from implementation through to ongoing administration of the plan. The Client Services team is expected to partner with the SPS Relationship Management, Education, Trading, Product Management and Conversion teams to ensure a consistent and quality experience for our corporate clients and their employees.
As a Client Service manager in SPS you will manage clients based on their value and specific needs. Specific responsibilities include:
  • Serve as primary daily point of contact for clients with the ability to answer questions regarding provisions of complex equity compensation plans and financial reporting
  • Periodic review of client financial health in order to increase participant engagement for individual retail client solution opportunities
  • Provide oversight and planning of client events (i.e. grants, exercises, restricted stock releases, ESPP, dividends, etc.) for assigned companies to ensure flawless execution
  • Partner with clients to create solutions for unique administrative needs while managing risk to Schwab.
  • Coordinate resources to deliver on specific projects for clients, including mergers and acquisitions, new plan introductions and communication campaigns.
  • Resolve client items accurately and in a timely manner.
  • Responsible for developing and sustaining a long-term relationship with clients.
  • Stay current on equity compensation industry standards and trends via conference participation (GEO and NASPP) including continuing CEP education, local industry chapter participation, client forum presentations, etc.
  • Implement controls and oversight for high value transactions, including transactions for top level executives at target corporate clients.
  • Responsible for weekly or bi-weekly check-ins calls with assigned clients to ensure overall satisfaction, timely resolution of issues/items and consultative interaction is occurring. Recognize opportunities for improvement and growth in the relationship.
  • Participate in the creation and delivery of regular on-site client service review meetings with assigned clients.
  • Provide training and expertise around Schwab system functionality and capabilities to our corporate clients, enhancing their experience with Schwab.
  • Provide team sales support for the SPS Sales team as needed (RFP and RFI response review, onsite presentations, webcasts, and system demonstrations).
  • Participate in providing requirements and enhancements for SPS systems and processes.
  • Provide guidance to technology teams and advocate for client needs and requests.
  • Must have flexibility to provide after hours and periodic weekend support for client events and escalations.

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
  • Advanced Knowledge of Excel and other MS Office skills.
  • Excellent communication, problem solving, and presentation skills to influence and build consensus among your team members and leadership.
  • Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
  • Strong organizational skills with ability to work on multiple assignments simultaneously and complete them within established deadlines.
  • Capacity to be a flexible & adapt to shifting priorities and be a collaborative team player.
  • Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock, ASC718/IFRS2 and/or corporate accounting administration.
  • Travel Requirements: 10- 25%

Preferred Qualifications
  • Bachelor's degree.
  • CEP Certification Level 1 or higher.
  • Brokerage, financial or accounting experience within a corporate or brokerage environment.
  • Familiarity with Equity Compensation Administration systems.
  • Ability to articulate Schwab's Visions and Values to team members.
  • Project management, business analysis and/or consulting experience.

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