Stock Plan Administration Manager

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

📋 Description

• Manage communications for a designated portfolio of clients.

• Supervise the administration of client equity plans, which includes setting up and maintaining plan parameters, handling equity transactions, and reconciling transaction reports.

• Provide precise financial and plan balance reports, encompassing period-end reports and financial setup responsibilities.

• Serve as the primary contact for client brokers and transfer agents.

• Offer technical support and guidance for stock plans, managing day-to-day operations, disclosures, and financial reporting for client equity plans, cap tables, and ESPPs.

• Act as a subject matter expert on the stock plan platform, best practices in administration, and equity management processes.

• Assist clients in discussions regarding award modifications, performance metric alterations, and modification frameworks.

• Respond to inquiries about system tax calculations, plan balances, reporting methodologies, SEC disclosures, proxy tables, and deferred tax reporting.

• Conduct client training on system usage, data entry, reporting, and financial analysis.

• Advise clients on the implications of M&A activities and the accounting treatment of equity plans.

• Address auditors’ requests related to financial, tax, audit, and disclosure report methodologies and calculations.

• Participate in NASPP and Global Equity Organization sessions and webinars to stay updated with industry trends.

⛳️ Requirements

• A Bachelor's degree in Business, Finance, Accounting, or a related field is preferred.

• A minimum of 5 years of experience in equity compensation, stock plan administration, or client services within the financial sector.

• Strong understanding of equity compensation plans, including stock options, RSUs, and ESPPs.

• Demonstrated leadership experience in stock plan administration or financial operations, ideally in an outsourced services environment.

• Certified Equity Professional (CEP) designation is required.

• Extensive knowledge of equity compensation administration platforms.

• Proficient in stock plan software and reporting systems.

• Exceptional communication, organizational, and client relationship management skills.

• Proven capability to develop and implement operational procedures.

• Candidates must be authorized to work for any employer in the U.S.

• Must have reliable high-speed internet with a wired connection and an appropriate home workspace for remote work.

• Reliable connectivity from a fiber, cable, or DSL internet service provider is required.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• 401(k) plan with generous company matching contributions (up to 6%).

• Access to financial advisory services.

• Potential for company discretionary contributions.

• Extensive investment options available.

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

• Business-casual work environment with the option to wear jeans.

• Generous paid time off provided 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 benefits.

• Family and Medical Leave (FMLA) provisions.

• Participation in Business Resource Groups (BRGs).

• Flexible working environment.

• Reliable high-speed internet and necessary computer equipment for remote or hybrid positions.