Stock Plan Administration Manager

Job not on LinkedIn

🔥 16 minutes ago

🇺🇸 United States – Remote

💵 $87.4k - $123.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

🦅 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

• Manage communications for an 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 • 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 on the stock plan platform, best-practice administration, and equity management processes • Support client discussions on award modifications, performance metric changes, and modification structures • Address inquiries regarding system tax calculations, plan balances, reporting methodology, SEC disclosures, proxy tables, and deferred tax reporting • Deliver client training on system usage, data entry, reporting, and financial analysis • Advise clients on M&A activity implications and equity plan accounting treatment • Support auditors’ requests related to financial, tax, audit, and disclosure report methodology and calculations • Attend NASPP and Global Equity Organization sessions and webinars to maintain industry expertise

🎯 Requirements

• 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 • Strong knowledge of equity compensation plans, including stock options, RSUs, and ESPPs • Proven leadership experience in stock plan administration or financial operations, preferably in outsourced services • 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 • Applicants must be authorized to work for any employer in the U.S. • Must have reliable high-speed internet with a wired connection and a suitable home workspace for remote work • Must have reliable connectivity from a fiber, cable or DSL internet service provider

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with the option to wear jeans • Generous paid time off 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 • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Reliable high-speed internet and necessary computer equipment for remote/hybrid positions