✦ Luna Orbit — Sales & Business Development

VP Sales - Stock Plan Services (West Territory) Remote

at Charles Schwab

Remote Posted April 16, 2026
Type Full-Time
Experience executive
Exp. Years Not specified
Education Not specified
Category Sales & Business Development

This role is responsible for driving new equity plan administration business across a designated territory. You will build and close pipelines for large public and pre-IPO companies, develop a long-term acquisition strategy, and coordinate negotiations and contracting with internal and external partners.

  • Develop and close a pipeline of large public and pre-IPO companies
  • Cultivate executive relationships across finance, legal, HR, and stock plan administration
  • Execute a strategic, long-term acquisition plan for prospects
  • Identify and advance multi-practice prospects across equity compensation, 401k, deferred compensation, and wealth management
  • Lead prospect negotiations and ensure accurate contracting in coordination with partners

This position is sales-focused with no stated technology stack. The work centers on sales analytics (sales data and performance metrics), customer-facing presentations, negotiations, and multi-practice solutions spanning equity compensation and retirement/wealth needs.

The ideal candidate is a seasoned sales leader with a proven track record developing and closing pipelines for large public and pre-IPO companies within equity plan administration or adjacent compensation/wealth offerings. They have strong relationships with finance, legal, HR, and stock plan administration executives and can drive a long-term acquisition strategy while delivering persuasive sales presentations and negotiating contracts.

Developing and closing a pipeline of large public and pre-IPO companiesCultivating and maintaining influential relationships with executives in financelegalHRand stock plan administrationGenerating and executing a strategiclong-term acquisition plan for prospectsLeading prospect negotiations in coordination with pertinent partnersAnalyzing sales data and performance metrics
Supporting localnationaland international equity related organizations and events
Not specified
Developing and closing a pipelinesales pipeline developmentequity plan administrationequity compensation401kdeferred compensationwealth managementstrategic acquisition planmulti-practice salessales presentationsprospect negotiationscontractingsales data analysisperformance metricsterritory sales
Developing and closing a pipelineSales pipeline developmentAccount acquisition planningStrategic acquisition planEquity plan administrationEquity compensation401kDeferred compensationWealth managementMulti-practice salesSales presentationsProspect negotiationsSales data analysisPerformance metrics analysisContractingTerritory sales
Relationship buildingExecutive communicationCross-functional collaborationLeadershipMotivating internal and external partnersProblem-solvingStrategic thinkingNegotiationPresentation skillsCoordinating stakeholders
Industry Banking
Job Function Lead territory sales for equity plan administration and related multi-practice solutions.
Role Subtype VP of Sales
Visa Sponsorship No
VP SalesVice President of SalesSales professionalSalespipelineDeveloping and closing a pipelineequity plan administrationequity compensation401kdeferred compensationwealth managementstrategic acquisition planlong-term acquisition planpublic companiespre-IPOmulti-practicesales presentationsprospect negotiationscontractingsales dataperformance metricsterritory

Must be authorized to work in the United States on a full-time basis without employer sponsorship

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile