Full Job Description
The Stock Plan Administration Manager - Full Service role oversees the administration, accounting, and reporting of client equity compensation plans including stock options, Restricted Share Units (RSU) and Employee Stock Purchase Plans (ESPP) for full-service Empower Stock Plan Services (ESPS) clients on the ESPS platform. The role manages client communications, provides technical expertise, and delivers best practice guidance while ensuring accurate, compliant, and timely execution of plan-related services.
What you will do
• Manage communications for 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 as outlined in client service scope
• 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, answering client questions regarding the stock plan platform, best practice administration, and equity management processes
• Support client discussions on award modifications, performance metric changes, and modification structures
• Address client inquiries regarding system tax calculations, plan balances, and methodology behind reporting, including SEC disclosures, proxy tables, and deferred tax reporting
• Deliver training to clients on system usage, including data entry, reporting, and financial analysis
• Advise clients on M&A activity implications and equity plan accounting treatment.
• Support auditors' requests related to methodology and calculations of financial, tax, audit, and disclosure reports
• Attend National Association of Stock Plan Professional (NASPP) and Global Equity Organization sessions and webinars to maintain expertise and industry knowledge
What you will bring
• 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
What will set you apart
• 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. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• 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.
Base Salary Range
$87,400.00 - $123,400.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.