Manager – Equity Management Operations

insightsoftware

. Manage the Operations team providing operational support and service delivery to outsourced equity plan administration customers .

Posted 11/11/2026full-timeRemote • United StatesMid-LevelSenior💰 $88,000 - $111,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing operations teams and delivering exceptional service in equity plan administration. Proficient in analytical problem-solving, project coordination, and compliance with Sarbanes-Oxley standards.

Highest-signal resume keywords

Operations ManagementCertified Equity Professional (CEP)Microsoft Excel ProficiencyAnalytical Problem-SolvingTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ProcessingInternal Control DesignProcess TestingProject CoordinationEquity Plan Administration

Soft Skills

Communication SkillsOrganizational SkillsCollaborative WorkResourcefulnessDetail Orientation

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft OutlookSalesforceAI Tools

Certifications & Qualifications

B.S. in Business AdministrationB.S. in EconomicsB.S. in AccountingB.S. in FinanceCertified Equity Professional (CEP)

Industry Keywords

Equity PlansService DeliveryOperational SupportClient InquiriesOrganizational Effectiveness

About the role

Key responsibilities & impact

Manage the Operations team providing operational support and service delivery to outsourced equity plan administration customers
Plan, organize, and manage complex operational activities
Manage operations personnel, including hiring, training, and staff development
Develop, implement, and monitor goals, objectives, and work standards
Minimize risk associated with large amounts of data processing
Plan team goals and objectives
Coordinate operations deliverables with peers in the Administration Services group
Research and resolve escalated client inquiries with team leadership
Assist Operations Specialists with complex processing events and quarter-end activities
Facilitate problem-solving meetings and implement appropriate solutions
Coordinate projects supporting complex client needs
Communicate project findings, conclusions, and recommendations to clients and management
Perform internal control design and process testing for Sarbanes-Oxley compliance
Establish internal business processes as needed
Formulate responses to clients on complex operational issues
Research issues and recommend solutions for complex plan designs
Perform special projects as needed
Apply AI tools to draft client correspondence and report summaries, build Excel formulas and scripts, automate recurring data checks and reconciliations, flag anomalies in audit reports, and document and share efficiencies
Report to the Senior Director, Equity Management Operations

Requirements

What you’ll need

B.S. in Business Administration, Economics, Accounting, or Finance
3+ years in a supervisory/management role
CEP (Certified Equity Professional) Certification or attainment within 24 months
High proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
Strong analytical and independent problem-solving skills
Excellent written and verbal communication skills
Ability to work collaboratively
Adequate knowledge of organizational effectiveness and operations
Strong organizational skills
Resourcefulness and detail orientation, with ability to deliver complete and accurate results
Experience with different types of equity plans in private and public companies preferred
Salesforce experience preferred

Benefits

Comp & perks

Additional bonus eligibility may apply
CEP certification attainment support within 24 months (certification requirement/eligibility)
Equal employment opportunity workplace
Confidential handling of application information
Background checks where permitted by country, state/province