Stock Plan Administration Manager - Full Service

What You Will Do

• Manage communications for assigned book of clients
• Oversee client equity plan administration, including plan parameter setup and maintenance, equity transactions, and transaction report reconciliation
• Deliver accurate financial and plan balance reporting, including period-end reports and financial setup tasks as outlined in client service scope
• Act as primary liaison with client brokers and transfer agents
• Provide stock plan technical support and guidance, including day-to-day administration, disclosures, and financial reporting for client equity plans, cap tables, and ESPPs
• Serve as subject matter expert, answering client questions regarding the stock plan platform, best practice administration, and equity management processes
• Serve as advisor on M&A activity implications and equity plan accounting treatment
• Support auditors’ requests related to methodology and calculations of financial, tax, audit, and disclosure reports
• Attend National Association of Stock Plan Professional (NASPP) and Global Equity Organization sessions and webinars to maintain expertise and industry knowledge

What You Will Bring

• Bachelor’s degree in Business, Finance, Accounting, or related field preferred
• Minimum of 5 years of experience in equity compensation, stock plan administration, or client service within financial services
• Proven leadership experience in stock plan administration or financial operations, preferably in outsourced services

What Will Set You Apart

• Certified Equity Professional (CEP) designation
• Deep understanding of equity compensation administration platforms
• Proficiency with stock plan software and reporting systems
• Excellent communication, organizational, and client relationship management skills
• Demonstrated ability to develop and enforce operational procedures

What We Offer You

• Medical, dental, vision and life insurance
• Retail savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
• Base Salary Range $87,400.00 - $123,400.00

Benefits

• Medical, dental, vision and life insurance
• Retail savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Job Posting End Date

07-20-2026