DescriptionConsultant - Equity Management ServicesEquity Methods seeks a detail-driven, growth-minded professional to join our Equity Management Services group. This role perfectly blends hands-on technical proficiency in stock plan administration with a client-first mindset, offering unique exposure to how public companies run their equity programs.
The Role in a Nutshell- Manage stock administration operations for multiple public and/or private company clients, ensuring accurate, timely, and SOX-compliant processing across their equity programs.
- Own the research and resolution for client and participant questions, becoming the subject-matter expert your clients rely on.
- Administer international stock plans, expanding your expertise across global equity compliance.
- Communicate directly with clients' plan participants, resolving questions by email with professionalism, clarity, and care. Proactively update the client FAQ materials as new questions arise.
- Track and report Section 16 Forms 3, 4, and 5 officer and director transactions to support clients' SEC reporting obligations.
- Prepare polished written materials and finalize deliverables that clients can rely on. Develop and update the client procedures document for SOX purposes.
- Partner with our project teams on higher-complexity items, M&A, IPOs, new system implementations, and RFP support, to build the breadth of experience.
- Contribute to process documentation and continuous improvement of the tools and procedures your team relies on, with your ideas directly shaping how the practice scales.
- Build a foundation for growth: as you deepen your expertise, you'll be positioned to mentor incoming consultants, lead client relationships, and step into strategic initiatives that shape the future of the practice.
Responsibility Examples- Manage project timelines and priorities while aligning with stakeholders on key equity.
- Update participant demographic and tax updates including address changes, terminations, tax updates, YTD taxes, performance payout factors, and tracking disposition for ISOs and ESPP.
- Reconcile equity grants against approved board consents or committee minutes to maintain a clean audit trail.
- Create grant packages and load new equity awards directly into the administration systems.
- Support the team to administer ESPP by managing enrollments and tracking withdrawals, contribution changes, and process share purchases.
- Manage client equity reserves by tracking available shares and reconciling balances against equity activity.
- Audit Section 83(b) election filings and verify that tax mobility tracking is up to date for participants who crossed tax jurisdictions during the period.
- Ensure compliance with insider trading policies by managing and updating client blackout windows.
- Partner with payroll teams to facilitate accurate and timely tax withholdings on vestings, settlements, and exercises.
- Maintain and execute monthly and quarterly internal audit procedures.
- Assist with client's W2 audit or 1099 reporting audit for non-employees (directors, consultants), if needed.
Qualifications & Requirements- Working knowledge of stock plan administration, including grants, releases, exercises, and ESPP processing.
- Experience with Carta, Shareworks, or Equity Edge Online is preferred.
- Strong orientation toward detail and accuracy, with comfort following SOX-compliant procedures and controls.
- Excellent client service and communication skills, both written and verbal.
- Ability to manage multiple clients and shift priorities in a fast-paced environment.
- Comfort in ambiguous, client-focused environments and a genuine self-starter mindset.
- Eagerness to build subject-matter expertise and pursue the Certified Equity Professional (CEP) designation. We support your path to certification.
- 2 or more years of experience in stock plan administration or a related equity compensation field is preferred.
- Background check required.
