Senior Implementation Consultant – Stock Plan Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Contribute to the planning and scheduling of new client implementations.

• Engage with clients to address any data-related inquiries.

• Conduct data conversion and import tasks, ensuring quality assessment of stock plan-specific information and equity plan scenarios.

• Set up the Empower Stock Plan Services database, including plans, vesting and termination schedules, participant portal, broker portal, and model configurations.

• Collaborate with both internal and external broker-dealer teams for brokerage setup, account creation, and initial share balance verification.

• Participate in client implementation meetings and discussions.

• Create and document implementation procedures.

• Develop training plans and materials for clients.

• Educate new clients on the functionalities of the stock plan system.

• Complete implementation checklists thoroughly.

• Ensure compliance with ESPS Data Classification and Information Handling Procedures.

⛳️ Requirements

• Bachelor’s degree in business, finance, computer science, or a related field, or equivalent experience.

• 3 to 5 years of experience in equity or stock plan administration systems is highly preferred.

• Strong proficiency in data analysis, conversion, and validation.

• Understanding of financial transactions, cap tables, and equity compensation principles.

• Expertise in database configuration and system setup.

• Superior communication skills, including the ability to train clients and articulate technical concepts effectively.

• Exceptional attention to detail and capability to manage multiple client implementations concurrently.

• Proficiency in Microsoft Excel and other data management applications.

• Candidates must be authorized to work for any employer in the U.S.; no employment visa sponsorship or assumption of sponsorship, including CPT/OPT.

🏝️ Benefits

• 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 contributions, and a wide range of investment options.

• Tuition reimbursement of up to $5,250 per year.

• Business-casual work environment, allowing jeans.

• Generous paid time off available upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each 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) accessible to all employees.

• Bonus program opportunities available for non-sales roles.

• Reliable high-speed internet and a wired connection are required for remote work.

• Necessary computer equipment will be provided.