Senior Implementation Consultant – Stock Plan Services

. Provide input to work planning and timelines for new client implementation .

Posted 10/15/2026full-timeRemote • United StatesSenior💰 $72,200 - $101,975 per yearWebsite

Key responsibilities & impact

Provide input to work planning and timelines for new client implementation
Communicate with clients to resolve data-related questions
Perform data conversion and import work, including quality review of stock plan-specific data and equity plan scenarios
Configure the Empower Stock Plan Services database, plans, vesting and termination schedules, participant portal, broker portal, and models
Coordinate with internal and external broker-dealer teams on brokerage configuration, account setup, and initial share balances
Participate in client implementation communications and calls
Design and document implementation processes
Develop client training plans and materials
Train new clients on stock plan system functionality
Complete implementation checklists
Oversee the Implementation team’s adherence to ESPS Data Classification and Information Handling Procedures

What you’ll need

Bachelor’s degree in business, finance, computer science, or related field or equivalent experience
3 to 5 years of experience with equity or stock plan administration systems strongly preferred
Strong skills in data analysis, conversion, and validation
Knowledge of financial transactions, cap tables, and equity compensation concepts
Proficiency with database configuration and system setup
Excellent communication skills, including ability to train clients and explain technical concepts clearly
Strong attention to detail and ability to manage multiple client implementations simultaneously
Proficiency in Microsoft Excel and other data management tools
Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship or takeover of sponsorship, including CPT/OPT

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) open to all
Flexible work environment
Reliable high-speed internet with a wired connection and a home workspace; necessary computer equipment provided