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 data-related inquiries.

• Execute data conversion and import tasks, ensuring quality review of stock plan-specific data and equity plan scenarios.

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

• Collaborate with internal and external broker-dealer teams for brokerage configuration, account establishment, and initial share balance setup.

• Take part in communications and calls related to client implementation.

• Create and document implementation processes.

• Design training plans and materials for clients.

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

• Complete the implementation checklists.

• Supervise the Implementation team’s 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 capabilities in data analysis, conversion, and validation.

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

• Expertise in database configuration and system setup.

• Exceptional communication skills, with the ability to train clients and articulate technical concepts clearly.

• Keen attention to detail and the capacity to manage multiple client implementations concurrently.

• Proficient 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 transfer 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 diverse investment lineup.

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

• Business-casual environment allowing jeans.

• Generous paid time off upon hire – including a paid time off program, 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) accessible to all employees.

• Flexible work environment.

• Reliable high-speed internet with a wired connection and a home workspace; necessary computer equipment will be provided.