Administration

• Monitor infrastructure performance and recommend improvements to ensure high availability
• Serve as a team-level escalation point for technical issues
• Participate in implementing solutions and strategies
• Configure and troubleshoot application servers and their software with Storage & Virtualization Engineers
• Participate in application deployment, maintenance, and upgrades
• Perform service pack installations, hot fixes, and software upgrades
• Document technical problems, resolutions, and processes
• Test and evaluate new technologies for compatibility and functionality
• Follow change and incident management policies and procedures
• Stay current on industry trends and recommend future initiatives
• Oversee server build-outs, monitoring, patch and security updates, antivirus, backups, restores, asset management, 24x7 support, and pager duty
• Act as a liaison with vendors, development groups, internal customers, corporate IT staff, and vendor IT staff
• Support enterprise physical and virtual environments on cloud and on-premises platforms
• Perform other job-related duties as assigned

Infrastructure Administrator

• Lead end-to-end global equity lifecycle operations, including implementations, grant processing, RSU/PU vesting and settlements, stock option exercises, cancellations, and tax withholding
• Design, implement, and automate stock plan workflows across HRIS, ADP, and Morgan Stanley systems
• Build internal control frameworks and conduct equity reconciliations for data integrity and compliance with SEC, IRS, SOX, global securities laws, and internal policies
• Collaborate with Legal, Finance, Corporate Tax, external auditors, and tax advisors on quarterly and year-end activities, regulatory filings, proxy tables, data anomalies, and ASC 718 stock-based compensation expense modeling
• Provide subject-matter expertise and timely support to employees and executives on equity inquiries, data requests, and reporting
• Administer Director and Executive Deferred Compensation Plans, including enrollments, elections, vesting, exercises, distributions, and participant communications
• Develop employee and executive communications, educational and training materials, and resources
• Contribute to the design and rollout of new equity programs and plans
• Report directly to the VP of Executive Compensation

Senior Manager, Equity Administration

• Ensure the health, security, and governance of the Salesforce instance through best practices and compliance standards
• Manage user access, security settings, workflows, Process Builder, and Flows
• Maintain data integrity, de-duplication, and data security policies
• Support Salesforce audits, system updates, release management, and upgrades
• Develop and maintain reports, dashboards, and analytics for Sales, Marketing, and business teams
• Implement data management practices to improve data accuracy and usability
• Analyze Salesforce data to provide insights for business decisions and process optimization
• Partner with Sales, Marketing, and cross-functional stakeholders to enhance workflows and operational efficiency
• Design and implement business processes that streamline operations
• Drive Salesforce adoption through training, documentation, and ongoing user support
• Manage integrations between Salesforce and third-party technologies
• Respond to helpdesk requests and troubleshoot configuration and performance issues
• Support Salesforce users with access, training, documentation, and responsive assistance
• Improve data quality, reporting visibility, workflow efficiency, and platform governance

Salesforce Certified Administrator

• Administer all aspects of the Client Protection Fund claims process
• Review, research, investigate, and analyze claim applications for compliance with the Fund’s Declaration of Trust
• Prepare denial letters, correspondence, memoranda, charts, tables, reports, and comprehensive claim summaries
• Make recommendations to the Board of Trustees regarding claim adjudication
• Respond to claimant requests by phone, email, and correspondence
• Coordinate with Accounting and the Board of Trustees to facilitate approved claim payments
• Create and maintain dockets, department files, and confidential Fund records
• Prepare and distribute Board of Trustees meeting agendas and materials
• Coordinate and staff Board meetings, prepare agendas, and take minutes
• Prepare the Fund’s annual report with Accounting
• Report, summarize, and track information and statistical data for General Counsel, trustees, governors, and the Arizona Supreme Court
• Network with other Client Protection Fund Administrators to monitor trends and procedures
• Review Fund policies and procedures and recommend updates
• Attend conferences and prepare and present summary reports
• Prepare trustee reimbursement paperwork
• Provide backup support for Conservatorship and Fee Arbitration programs
• Perform other related duties as assigned

Client Protection Fund Administrator

• Lead and supervise a team responsible for monitoring compliance with regulatory requirements, prospectus restrictions, investment policies, and internal controls
• Oversee fund compliance programs, regulatory filings, and board reporting
• Oversee daily, weekly, and periodic compliance testing for mutual funds, ETFs, closed-end funds, and other registered investment products
• Review and approve compliance reporting deliverables, exception reports, and regulatory monitoring results
• Ensure timely identification, escalation, documentation, and resolution of compliance exceptions and regulatory breaches
• Maintain documentation supporting compliance testing methodologies, procedures, and controls
• Provide training and technical guidance to staff regarding regulatory and procedural changes
• Evaluate existing procedures and implement process improvements to enhance efficiency and compliance
• Support business growth initiatives, including participation in new client or product activities
• Serve as a subject matter expert on registered fund compliance matters for ETF, mutual fund, closed-end fund, and/or business development company clients

Fund Administration Supervisor

• Manage contract workflows from initiation through drafting, review, execution, and signature
• Track contract milestones, payment triggers, renewals, and required documentation
• Coordinate contract drafts and updates with internal teams and external partners, primarily through email
• Partner with Salesforce, Business Development, and other internal stakeholders to resolve contract workflow issues and support complex agreements
• Maintain accurate contract records and update systems throughout the contract lifecycle
• Review contract pricing and margins, compare terms across agreements, and identify discrepancies or errors
• Support contract scoping, negotiations, execution, and process improvements
• Streamline contract generation and lifecycle processes using Conga CPQ and CLM
• Manage multiple priorities, proactively follow up on outstanding items, and keep contracts moving through the pipeline

Administration jobs in Arizona

Infrastructure Administrator

Senior Manager, Equity Administration

Salesforce Certified Administrator

Client Protection Fund Administrator

Fund Administration Supervisor

Contracts Administrator