3-5+ years of equity administration experience in a public, global enterprise
Bachelor's degree in Finance, Accounting, or related field; CEP certification preferred
Advanced Excel skills, including VLOOKUPs and pivot tables
Familiarity with equity management systems like Workday, Shareworks, Schwab, and Fidelity
Strong attention to detail and ability to handle confidential information
Responsibilities
Process equity transactions such as grants, vestings, and terminations
Maintain data accuracy between HR systems and external platforms
Manage global ESPP cycles from enrollment to distribution
Collaborate with payroll and tax teams for accurate reporting
Support SOX compliance and audit readiness
Provide data for SEC filings and insider trading compliance
Assist employees with equity inquiries and coordinate executive transactions
Benefits
Medical, Dental, and Vision Insurance
Life and Disability Insurance
401(k) Savings Plan
Employee Stock Purchase Plan
Professional Development Program
Paid Time Off and Paid Sick Time where legally required
Full Job Description
RGP is seeking experienced Equity Stock Plan Administrators to support the management and compliance of complex equity programs for Bay Area clients. This consulting role will operate at the intersection of Finance, Legal, and Human Resources, ensuring accurate data integrity and regulatory adherence across RSU, ESPP, and performance award programs. Engagements are hybrid within the Bay Area, with potential for extension based on business needs.
What You Will Work On
Equity Program Administration
Process equity transactions including grants, vestings, exercises, cancellations, and terminations.
Maintain data accuracy between HR systems (e.g., Workday) and external platforms (e.g., Shareworks, Schwab, Fidelity).
Manage global ESPP cycles from enrollment through purchase and distribution.
Financial Reporting & Compliance
Partner with payroll and tax teams to ensure proper withholding and reporting for domestic and international participants.
Support SOX control documentation and audit readiness.
Provide data for SEC filings and insider trading compliance.
Employee & Executive Support
Serve as a resource for employee equity inquiries and education.
Coordinate executive transactions and blackout window enforcement.
What You Will Bring
3-5+ years of equity administration experience within a public, global enterprise.
Bachelor's degree in Finance, Accounting, or related field; CEP certification strongly preferred.
Advanced Excel proficiency and familiarity with enterprise equity systems.
Strong attention to detail and ability to manage confidential information.
Technical Skills
RSU and ESPP administration
SOX compliance and audit support
SEC reporting and insider trading management
Workday, Shareworks, Schwab, Fidelity
Excel (VLOOKUPs, pivot tables, complex formulas)
Collaboration & Work Style
This consultant will work cross-functionally with Finance, Legal, HR, and executive leadership teams, balancing precision with responsiveness in a fast-paced environment.
What You Can Expect
An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies and qualities that set our team apart.
Compensation commensurate with your qualifications, experience, and other factors including geographic location, market and operational factors.
Total Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required).
