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About the role
Key responsibilities & impact- Manage communications for an assigned book of clients
- Oversee client equity plan administration, including plan parameter setup and maintenance, equity transactions, and transaction report reconciliation
- Deliver accurate financial and plan balance reporting, including period-end reports and financial setup tasks
- Act as primary liaison with client brokers and transfer agents
- Provide stock plan technical support and guidance, including day-to-day administration, disclosures, and financial reporting for client equity plans, cap tables, and ESPPs
- Serve as subject matter expert on the stock plan platform, best-practice administration, and equity management processes
- Support client discussions on award modifications, performance metric changes, and modification structures
- Address inquiries regarding system tax calculations, plan balances, reporting methodology, SEC disclosures, proxy tables, and deferred tax reporting
- Deliver client training on system usage, data entry, reporting, and financial analysis
- Advise clients on M&A activity implications and equity plan accounting treatment
- Support auditors’ requests related to financial, tax, audit, and disclosure report methodology and calculations
- Attend NASPP and Global Equity Organization sessions and webinars to maintain industry expertise
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, Accounting, or related field preferred
- Minimum of 5 years of experience in equity compensation, stock plan administration, or client service within financial services
- Strong knowledge of equity compensation plans, including stock options, RSUs, and ESPPs
- Proven leadership experience in stock plan administration or financial operations, preferably in outsourced services
- Certified Equity Professional (CEP) designation
- Deep understanding of equity compensation administration platforms
- Proficiency with stock plan software and reporting systems
- Excellent communication, organizational, and client relationship management skills
- Demonstrated ability to develop and enforce operational procedures
- Applicants must be authorized to work for any employer in the U.S.
- Must have reliable high-speed internet with a wired connection and a suitable home workspace for remote work
- Must have reliable connectivity from a fiber, cable or DSL internet service provider
Benefits
Comp & perks- Medical, dental, vision and life insurance
- 401(k) plan with generous company matching contributions (up to 6%)
- Financial advisory services
- Potential company discretionary contribution
- Broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment with the option to wear jeans
- Generous paid time off upon hire
- Paid time off program
- Ten paid company holidays
- Three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Paid parental leave
- Paid short- and long-term disability
- Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs)
- Flexible work environment
- Reliable high-speed internet and necessary computer equipment for remote/hybrid positions
