Senior Implementation Consultant – Stock Plan Services

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $72.2k - $102k / year

⏰ Full Time

🟠 Senior

🛠️ Implementation Specialist

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Provide input to work planning and timelines for new client implementation • Communicate with clients to resolve data-related questions • Perform data conversion and import work, including quality review of stock plan-specific data and equity plan scenarios • Configure the Empower Stock Plan Services database, including plans, vesting and termination schedules, and participant and broker portal settings • Coordinate with internal and external broker-dealer teams on brokerage configuration, account setup, and initial share balances • Participate in client implementation communications and calls • Design and document implementation processes • Develop client training plans and materials • Train new clients on stock plan system functionality • Complete implementation checklists • Oversee adherence to ESPS Data Classification and Information Handling Procedures

🎯 Requirements

• Bachelor’s degree in business, finance, computer science, or related field or equivalent experience • 3 to 5 years of experience with equity or stock plan administration systems strongly preferred • Strong skills in data analysis, conversion, and validation • Knowledge of financial transactions, cap tables, and equity compensation concepts • Proficiency with database configuration and system setup • Excellent communication skills, including ability to train clients and explain technical concepts clearly • Strong attention to detail and ability to manage multiple client implementations simultaneously • Proficiency in Microsoft Excel and other data management tools • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • Reliable high-speed internet with a wired connection and a suitable home work environment

🏖️ 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 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) open to all • Flexible work environment • Reliable high-speed internet with a wired connection and a suitable home workspace; necessary computer equipment provided