Stock Plan Administration Manager - Full Service

Overview

This 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 clients on the relevant stock plan services platform. Responsibilities include client communications, technical expertise, and best-practice guidance to ensure accurate, compliant, and timely execution of plan-related services.

Responsibilities

• Manage communications for an assigned book of clients.
• Oversee client equity plan administration, including:
  • Plan parameter setup and maintenance
  • Equity transactions
  • Transaction report reconciliation
• Deliver accurate financial and plan balance reporting, including:
  • Period-end reports
  • Financial setup tasks as outlined in the client service scope
• Serve as the 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.
• Act as a 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.

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.

Preferred Qualifications

• Certified Equity Professional (CEP) designation.
• Deep understanding of equity compensation administration platforms.
• Proficiency with stock plan software and reporting systems.

Compensation & Benefits

• Base salary range: $87,400.00 - $123,400.00
• Retirement savings: 401(k) plan with generous company matching contributions (up to 6%)
  • Financial advisory services
  • Potential company discretionary contribution
  • Broad investment lineup
• Insurance: Medical, dental, vision and life insurance
• Tuition reimbursement up to $5,250/year
• Paid time off upon hire, including:
  • Paid time off program
  • Ten paid company holidays
  • 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
  • Family and Medical Leave (FMLA)
• Business-casual environment (including option to wear jeans)
• Business Resource Groups (BRGs) open to all
• Bonus/variable compensation note (non-sales vs. sales positions):
  • Non-sales positions may participate in a bonus program.
  • Sales positions are eligible for sales incentives, and in some instances a bonus plan, where total compensation may exceed base salary depending on individual performance.
• Additional compensation details: Actual compensation offered may vary from the posted hiring range based on geographic location, work experience, education, licensure requirements and/or skill level, and will be finalized at the time of offer.

Location

• For remote and hybrid positions, reliable high-speed internet with a wired connection is required, plus a place in the home to work with limited disruption.
• Connectivity must be from an internet service provider that is fiber, cable or DSL.
• Other necessary computer equipment will be provided.
• If the home work environment and required internet connection are not adequate, you may be required to work in the office.

Work Authorization

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Equal Opportunity

Equal opportunity employer; drug-free workplace. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Application Deadline

Job Posting End Date at 12:01 am on: 10-24-2026