Stock Plan Operations Manager

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🕒 vor 9 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $96.100 - $135.700 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

⚙️ Operations

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

👻 Geisterscore 0%

Was es bedeutet: wie wahrscheinlich diese Stelle offen bleibt, ohne dass aktiv eingestellt wird.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

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Empower

WebsiteLinkedInAlle Stellen

10.000+ Mitarbeiter

💸 Finanzen

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower ist ein führender Anbieter von Finanzdienstleistungen, der sich darauf konzentriert, Einzelpersonen und Organisationen dabei zu helfen, finanzielle Freiheit durch Altersvorsorge und Investmentmanagement zu erreichen. Mit über 19 Millionen Kunden in den USA bietet Empower eine umfassende Palette an finanzbezogenen Dienstleistungen an, darunter intelligente Planung und Anlageberatung sowie Tools wie das Empower Personal Dashboard™ für einen vollständigen Finanzüberblick. Das Unternehmen ist bekannt als führender Anbieter von Altersvorsorgeplänen und arbeitet eng mit privaten Anlegern, Arbeitsplatzsparer, Plan-Sponsoren und Finanzfachleuten zusammen. Empower wird auch für Initiativen in den Bereichen Diversity, Equity, Inclusion anerkannt und hat ein soziales Engagement, das die Wirkung in der Gemeinschaft stärkt.

Beschreibung

• Serve as the primary operational relationship manager for self-administered Stock Plan Services clients and partner with Relationship Managers supporting full-service clients • Build and maintain trusted relationships with corporate issuers, Treasurers, Plan Sponsors, and other client stakeholders • Attend client meetings and provide brokerage operations expertise on stock plan processes, participant experience, and operational best practices • Advise clients on brokerage account opening, participant onboarding, transaction processing timelines, settlement processes, and money movement • Provide operational guidance on Rule 144 filings, SEC Forms 3, 4, and 5 reporting support, and Rule 10b5-1 trading plan processes • Translate complex brokerage, operational, and regulatory concepts into clear client-focused communications • Coordinate operational readiness for vestings, enrollment periods, stock splits, spin-offs, mergers, acquisitions, and other corporate actions • Partner with Brokerage Operations, Client Services, Participant Services, Relationship Managers, and Stock Plan Services leadership to ensure operational preparedness • Monitor operational readiness, identify risks, and facilitate timely issue resolution • Coordinate real-time communication across internal teams during high-volume or complex stock plan events • Schedule, coordinate, and facilitate participant and issuer education sessions • Support enrollment events and educational initiatives • Deliver presentations to corporate clients and participants • Serve as the central brokerage operations resource for the Stock Plan Services organization • Identify opportunities to improve operational processes, increase efficiency, mitigate risk, and enhance the client experience

🎯 Anforderungen

• Bachelor's degree or equivalent combination of education and experience • 5+ years of experience in brokerage operations, stock plan administration, equity compensation, relationship management, or financial services • Demonstrated expertise supporting brokerage operations for equity compensation plans • Strong working knowledge of equity compensation plans, including Restricted Stock Units (RSUs), Stock Options, and Employee Stock Purchase Plans (ESPPs) • Strong working knowledge of brokerage account opening and servicing • Strong working knowledge of Rule 144 filing requirements • Strong working knowledge of SEC Forms 3, 4, and 5 reporting support • Strong working knowledge of Rule 10b5-1 trading plans • Strong working knowledge of securities transaction processing, settlement, and money movement • FINRA Series 7 and 63 licenses or the ability to obtain the licenses if permitted by business requirements • FINRA fingerprinting required upon hire • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable • Excellent verbal communication, presentation, relationship management, and consulting skills • Ability to communicate complex operational and regulatory concepts to corporate clients and plan participants • Experience supporting publicly traded company stock plans • Experience working directly with corporate issuers, Treasurers, or Plan Sponsors • Experience presenting educational content to corporate clients and participants • Strong understanding of stock plan administration systems and brokerage platforms • Reliable high-speed internet with a wired connection and a suitable home workspace

🏖️ Vorteile

• 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 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. • Non-sales positions have the opportunity to participate in a bonus program. • Reliable high-speed internet with a wired connection and a suitable home workspace; necessary computer equipment will be provided.