LTI and Retirement Plans Manager
Janus Henderson Investors · Denver, CO · 1 mo ago
$120k–$140k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes "Why work for us?" which is like about company. Could be "About the role" or "About the company". The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections have content.
We have:
- Why work for us? (company mission, values) -> could be "About the role"? Actually "About the role" is more about the job. But we have "Your opportunity" describing role. That could be "About the role". The "Why work for us?" could be maybe "About the company" but not in list. We could treat it as "About the role"? Might be okay.
But we must not repeat job title as heading. No job title given explicitly. So fine.
We need sections: Responsibilities (list of duties), Requirements (maybe "Must have skills"), Qualifications (maybe "Nice to have skills"? Actually qualifications could be both must have and nice to have). Skills: maybe separate? But we can combine.
We have Pay: base salary range $120,000 - $140,000. Also mention annual bonus opportunity. So we can include Pay section.
Benefits: list of benefits: Hybrid working, reasonable accommodations, generous holiday policies, excellent health and wellbeing benefits including corporate membership to Wellhub, paid volunteer time, support to grow through professional development courses, tuition/qualification reimbursement, maternal/paternal leave benefits and family services, unique employee events and programs including a 14er challenge, complimentary beverages, snacks and all employee happy hours. Also mention "Benefits: Janus Henderson is committed to offering a comprehensive total rewards package..." So we can include Benefits.
Schedule: maybe hybrid working? Not explicit schedule. Could omit.
We must not include sections with placeholder or vague like "commensurate with experience". Not present.
We must remove boilerplate: EEO, equal opportunity, scam warning, application instructions, cookie/navigation/legal. Also remove duplicated lines.
We need to preserve all substantive information.
Let's extract content:
Company mission/values: "Why work for us? A career at Janus Henderson is more than a job, it’s about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you!"
That's substantive.
Role description: "Your opportunity This role, based in Denver, will report to the Director, LTI and Retirement Plans. Responsible for administering equity-based programs including synthetic equity interests mutual fund awards, Employee Purchase Plan, and others. Also responsible for administering the 401(k) Plan. You will answer employee questions and resolve problems while exercising good judgment within defined practices and policies. Prepare reports and send files to payroll, accounting, auditors (internal and external), and outside vendors for LTI, ESPP Plans, 401(k) Plan and Deferred Compensation Plans on a monthly, quarterly, or as needed basis Upload annual grants, revise and update grant agreements for review. Build and issue all Fund Unit award agreements through DocuSign. Track award acceptances and follow up on outstanding awards Run preliminary vesting reports to audit and revise the data prior to each vesting Manage ESPP including enrollment tracking, contribution audits, purchases, grant uploads, termination processing and payroll recordings. Maintain ESPP plan costs and break-even analysis. Assist with the annual preparation of the 401(k) non-discrimination testing template Annual notification to new participants of 401(k) Return of Excess (ROE) limits. File ROE requests on behalf of participants Reconcile and support grants, distributions, termination and cancellation activity to ensure plan compliance and accurate financial reporting related to equity compensation matters Global mobility tracking for 401(k), Purchase Plan and LTI awards participation. Communicate changes to eligible participants Maintain annual U.S. calendar for scheduled activities and deadlines relating to 401(k) and LTI responsibilities. Answer employee questions and resolve problems Maintain budget accounting and accrual tracking for the US LTI and retirement plans Reconcile data for accuracy, audit data between Payroll and recordkeeper on a quarterly basis, generate reports such as Employee Ownership reporting, monthly financial reporting, ad hoc requests, closing statements, transaction notifications, etc. Assist with preparation of inter-office or broad-based communications. Build and maintain employee educational materials and resources on company intranet Maintain and update process documentation as necessary As a member of the People Department, work closely with other departments such as Payroll, Finance, Accounting, Legal, Tax and Compliance teams Understand the details of the global LTI plans Suggest improvements in overall global plan administration including cost minimization ideas Participate in special projects as needed Carry out additional duties as assigned"
That's responsibilities.
Then "What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Excellent Health and Wellbeing benefits including corporate membership to Wellhub Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more Maternal/paternal leave benefits and family services Unique employee events and programs including a 14er challenge Complimentary beverages, snacks and all employee Happy Hours"
That's benefits.
Then "Must have skills Experience in retirement and LTI plans High degree of accuracy and attention to detail Ability to appropriately handle confidential information Strong Excel skills Intermediate knowledge of HRIS systems (i.e. Access, SAP, etc.) More than 5 years experience in stock plan administration, accounting, or a related field required Ability to plan, prioritize and organize effectively to meet deadlines Ability to build and maintain detailed process documents Ability to work independently with little or no supervision Strong communication skills, including verbal, written, and interpersonal Basic knowledge of accounting, tax and payroll requirements associated with stock plan administration a plus"
That's requirements/qualifications.
Then "Nice to have skills Accounting knowledge desired AI experience Ability to audit payroll results and research discrepances Write clear and concise communications"
That's nice-to-have.
Then "Supervisory responsibilities No Potential for growth Mentoring Leadership development programs Regular training Career development services Continuing education courses"
That's maybe "Potential for growth" but not a standard heading; could be under "Benefits" or separate "Development". But we can include as part of Benefits? Might be better as "Development" but not in allowed headings. Could incorporate into Benefits? Might be okay to have a section "Potential for growth" but not in list. The instruction says use headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings but says use those for section headings (e.g.). Probably we should stick to those. So we can put "Potential for growth" under Benefits or maybe under Skills? Better to include under Benefits as part of total rewards.
Then "Compensation information The base salary range for this position is $120,000 - $140,000. This range is estimated for this role. Actual pay may be different. This position will be open through October 31, 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed."
We need Pay section: include base salary range and maybe mention annual bonus opportunity.
Annual bonus opportunity described later: "Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance."
We can include that in Pay.
Then "Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here ."
That's benefits but we already have benefits list.
We should not include application instructions, EEO, etc.
Now produce HTML.
Structure:
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections have content.
We have:
- Why work for us? (company mission, values) -> could be "About the role"? Actually "About the role" is more about the job. But we have "Your opportunity" describing role. That could be "About the role". The "Why work for us?" could be maybe "About the company" but not in list. We could treat it as "About the role"? Might be okay.
But we must not repeat job title as heading. No job title given explicitly. So fine.
We need sections: Responsibilities (list of duties), Requirements (maybe "Must have skills"), Qualifications (maybe "Nice to have skills"? Actually qualifications could be both must have and nice to have). Skills: maybe separate? But we can combine.
We have Pay: base salary range $120,000 - $140,000. Also mention annual bonus opportunity. So we can include Pay section.
Benefits: list of benefits: Hybrid working, reasonable accommodations, generous holiday policies, excellent health and wellbeing benefits including corporate membership to Wellhub, paid volunteer time, support to grow through professional development courses, tuition/qualification reimbursement, maternal/paternal leave benefits and family services, unique employee events and programs including a 14er challenge, complimentary beverages, snacks and all employee happy hours. Also mention "Benefits: Janus Henderson is committed to offering a comprehensive total rewards package..." So we can include Benefits.
Schedule: maybe hybrid working? Not explicit schedule. Could omit.
We must not include sections with placeholder or vague like "commensurate with experience". Not present.
We must remove boilerplate: EEO, equal opportunity, scam warning, application instructions, cookie/navigation/legal. Also remove duplicated lines.
We need to preserve all substantive information.
Let's extract content:
Company mission/values: "Why work for us? A career at Janus Henderson is more than a job, it’s about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you!"
That's substantive.
Role description: "Your opportunity This role, based in Denver, will report to the Director, LTI and Retirement Plans. Responsible for administering equity-based programs including synthetic equity interests mutual fund awards, Employee Purchase Plan, and others. Also responsible for administering the 401(k) Plan. You will answer employee questions and resolve problems while exercising good judgment within defined practices and policies. Prepare reports and send files to payroll, accounting, auditors (internal and external), and outside vendors for LTI, ESPP Plans, 401(k) Plan and Deferred Compensation Plans on a monthly, quarterly, or as needed basis Upload annual grants, revise and update grant agreements for review. Build and issue all Fund Unit award agreements through DocuSign. Track award acceptances and follow up on outstanding awards Run preliminary vesting reports to audit and revise the data prior to each vesting Manage ESPP including enrollment tracking, contribution audits, purchases, grant uploads, termination processing and payroll recordings. Maintain ESPP plan costs and break-even analysis. Assist with the annual preparation of the 401(k) non-discrimination testing template Annual notification to new participants of 401(k) Return of Excess (ROE) limits. File ROE requests on behalf of participants Reconcile and support grants, distributions, termination and cancellation activity to ensure plan compliance and accurate financial reporting related to equity compensation matters Global mobility tracking for 401(k), Purchase Plan and LTI awards participation. Communicate changes to eligible participants Maintain annual U.S. calendar for scheduled activities and deadlines relating to 401(k) and LTI responsibilities. Answer employee questions and resolve problems Maintain budget accounting and accrual tracking for the US LTI and retirement plans Reconcile data for accuracy, audit data between Payroll and recordkeeper on a quarterly basis, generate reports such as Employee Ownership reporting, monthly financial reporting, ad hoc requests, closing statements, transaction notifications, etc. Assist with preparation of inter-office or broad-based communications. Build and maintain employee educational materials and resources on company intranet Maintain and update process documentation as necessary As a member of the People Department, work closely with other departments such as Payroll, Finance, Accounting, Legal, Tax and Compliance teams Understand the details of the global LTI plans Suggest improvements in overall global plan administration including cost minimization ideas Participate in special projects as needed Carry out additional duties as assigned"
That's responsibilities.
Then "What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Excellent Health and Wellbeing benefits including corporate membership to Wellhub Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more Maternal/paternal leave benefits and family services Unique employee events and programs including a 14er challenge Complimentary beverages, snacks and all employee Happy Hours"
That's benefits.
Then "Must have skills Experience in retirement and LTI plans High degree of accuracy and attention to detail Ability to appropriately handle confidential information Strong Excel skills Intermediate knowledge of HRIS systems (i.e. Access, SAP, etc.) More than 5 years experience in stock plan administration, accounting, or a related field required Ability to plan, prioritize and organize effectively to meet deadlines Ability to build and maintain detailed process documents Ability to work independently with little or no supervision Strong communication skills, including verbal, written, and interpersonal Basic knowledge of accounting, tax and payroll requirements associated with stock plan administration a plus"
That's requirements/qualifications.
Then "Nice to have skills Accounting knowledge desired AI experience Ability to audit payroll results and research discrepances Write clear and concise communications"
That's nice-to-have.
Then "Supervisory responsibilities No Potential for growth Mentoring Leadership development programs Regular training Career development services Continuing education courses"
That's maybe "Potential for growth" but not a standard heading; could be under "Benefits" or separate "Development". But we can include as part of Benefits? Might be better as "Development" but not in allowed headings. Could incorporate into Benefits? Might be okay to have a section "Potential for growth" but not in list. The instruction says use headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings but says use those for section headings (e.g.). Probably we should stick to those. So we can put "Potential for growth" under Benefits or maybe under Skills? Better to include under Benefits as part of total rewards.
Then "Compensation information The base salary range for this position is $120,000 - $140,000. This range is estimated for this role. Actual pay may be different. This position will be open through October 31, 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed."
We need Pay section: include base salary range and maybe mention annual bonus opportunity.
Annual bonus opportunity described later: "Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance."
We can include that in Pay.
Then "Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here ."
That's benefits but we already have benefits list.
We should not include application instructions, EEO, etc.
Now produce HTML.
Structure:
About the role
maybe combine mission/values? Actually "Why work for us?" is about company. Could be "About the company". But not in list. Could treat as "About the role" but that is weird. Perhaps we can make a section "About Janus Henderson" but not in allowed headings. The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we cannot use other headings, but suggests those as examples. Safer to stick to those. So we need to map content to those headings.
We have:
- About the role: could include the description of the role (Your opportunity). That seems appropriate.
- Responsibilities: list of duties (the long list). Could be separate from About the role.
- Requirements: Must have skills.
- Qualifications: Nice to have skills? Or maybe Qualifications includes both must have and nice to have. But we have separate headings for Requirements and Qualifications. We'll put Must have under Requirements, Nice to have under Qualifications.
- Skills: maybe we could put specific skills like Excel, HRIS, etc. But those are already in Must have. Could combine.
- Benefits: list of benefits.
- Pay: salary range and bonus.
- Schedule: maybe hybrid working? Could be schedule. But we have hybrid working under benefits. Could put schedule as hybrid working? Not sure. Might omit Schedule if not explicit.
We need to avoid empty sections.
Let's craft:
About the role
About the role
This role, based in Denver, will report to the Director, LTI and Retirement Plans. Responsible for administering equity-based programs including synthetic equity interests mutual fund awards, Employee Purchase Plan, and others. Also responsible for administering the 401(k) Plan. You will answer employee questions and resolve problems while exercising good judgment within defined practices and policies. Prepare reports and send files to payroll, accounting, auditors (internal and external), and outside vendors for LTI, ESPP Plans, 401(k) Plan and Deferred Compensation Plans on a monthly, quarterly, or as needed basis. Upload annual grants, revise and update grant agreements for review. Build and issue all Fund Unit award agreements through DocuSign. Track award acceptances and follow up on outstanding awards. Run preliminary vesting reports to audit and revise the data prior to each vesting. Manage ESPP including enrollment tracking, contribution audits, purchases, grant uploads, termination processing and payroll recordings. Maintain ESPP plan costs and break-even analysis. Assist with the annual preparation of the 401(k) non-discrimination testing template. Annual notification to new participants of 401(k) Return of Excess (ROE) limits. File ROE requests on behalf of participants. Reconcile and support grants, distributions, termination and cancellation activity to ensure plan compliance and accurate financial reporting related to equity compensation matters. Global mobility tracking for 401(k), Purchase Plan and LTI awards participation. Communicate changes to eligible participants. Maintain annual U.S. calendar for scheduled activities and deadlines relating to 401(k) and LTI responsibilities. Answer employee questions and resolve problems. Maintain budget accounting and accrual tracking for the US LTI and retirement plans. Reconcile data for accuracy, audit data between Payroll and recordkeeper on a quarterly basis, generate reports such as Employee Ownership reporting, monthly financial reporting, ad hoc requests, closing statements, transaction notifications, etc