Description
Role/Title: Stock Plan Specialist - FT - Live & Work in PST - Remote / Work from Home
Team: People Solutions
Reporting To: Director of Consulting & Staffing
Location: Remote, Work from Home in the PST Time Zone
Compensation Range: based on experience; paid hourly (40 hours worked) + OT
Travel Required: up to 10% (Industry, Client & Team Events)
All About You
Do you currently live and work in the Pacific Standard Time Zone (PST)?
Are you a results-driven, self-motivated professional with 5+ years of equity compensation experience?
Do you have 2+ years of direct management experience?
Do you have experience administering stock plans on EEO?
Would you like to experience resume, expertise and career growth at an exponential rate?
Would you like to have a more balanced work-life where you are highly compensated for your extra time and effort?
We want to meet you! Let’s get some time on the calendar!
The Role
Stock & Option Solutions is currently seeking an experienced Stock Plan Specialist to join our team and support one of our clients. This role will support internal, day-to-day stock plan administration needs in a leadership position, leading a team at one of our global clients, while also participating in the administration of that client's stock plans.
This person must already live and work in the Pacific Standard Time Zone (PST).
The Work You’ll Do
The responsibilities listed below are representative of the knowledge, skill and/or ability that may be required for a particular engagement. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
Stock plan administration and management activities
Lead an equity team, including coaching, development, and support of team members and their work
Customer service to support employee inquiries on a variety of topics and issue-resolution related to equity compensation
Manage/Work with industry software (EEO) and vendors to effectively manage our client's plans
Manage/Work with client's internal and external business partners, cross-functionally
Manage and maintain employee equity database
Manage ESPP enrollment, ESPP purchase, and RSU releases
Process, track, and update all PSUs
Manage Insider List
Stock plan financial reporting activities/support
Stock plan reconciliation activities/support
SEC, audit and external reporting activities/support, including proxy, Section 16, 6039
Payroll/Accounting support, including 1099 data, final audits of journal entries and reconciliations
Participant education and training activities/support
Manage communications and communication plans
Manage project activities/support
Follow, enhance and/or create policies and procedures
Recognize opportunities for enhancement/implementation of best practices & process improvements
Assist in various other stock plan projects and initiatives as needed
The Expertise We’re Looking For
Bachelor’s Degree or equivalent relevant industry experience
Stock plan administration experience
ECA or CEP candidates, preferred
Proficient in MS Office applications (Word, Excel, PowerPoint)
Proficiency and/or experience with industry platforms (direct)
Experience with Equity Edge Online (EEO)
Equity compensation vendor experience, working for or managing the relationship
The Right Fit
Consummate professional with a service-mentality and a commitment to delivering Peace of Mind to all internal, external and client partners
Excellent written and verbal communication, and the ability to convey important information clearly and effectively
Exhibits strength in presentation and speaking skills
Able to complete multiple tasks in a timely manner, independently with minimal supervision
Works effectively on their own and in a team environment, with a willingness to train/coach others, as needed
Exhibits exceptional organizational skills, attention to detail and work ethic
A compliance-focused, process-oriented, analytical individual who is also flexible and can excel in a fast-paced and rapidly evolving environment
Able to maintain focus on continuous improvement, issue-resolution, problem-solving and follow-through
Able to maintain strict confidentiality in an open and transparent environment
Delivers a high level of service and support while exercising judgement, diplomacy and discretion in handling sensitive and confidential information
Has the ability to communicate and partner with cross-functional teams (such as Legal, Payroll, Finance, Accounting, HR) at all levels
Aligns with our company core values of Integrity, Opportunity, Passion, Excellence and Teamwork
The Purpose of Your Role / The Value You Deliver
In this role, you will have the opportunity to grow your skillset and effectively make a positive difference through the work you provide for our internal and external partners and clients.
You will support our client by administering their stock plans and serving as a member or leader of their stock plan administration department, under the management of our client with the support of your Stock & Option Solutions team.
You will be delivering peace of mind, since often, our clients may be facing change, lack of bandwidth, a new challenge or the need for a fresh perspective.
How Your Work Impacts the Organization
You will be delivering peace of mind to our internal, external and client partners.
Our team strives to retain and continue to build a reputation of consistent, reliable, best-in-class equity compensation service and solutions as a long-term strategic partner to our clients. We aim to be a long-term career ‘home’ and strategic partner to our team and all equity compensation professionals in our community. Our marrying of these two ideals ensures the steady strength and growth of our organization, through the retention of our clients, the engagement and quality of our team, and our ability to maintain our position and reputation as the leader in equity compensation human capital solutions.
We are growing a community of equity compensation professionals, leading the way in creating a community of best practices, learning, sharing, coaching, continuing education and connection.
See What We Can Offer You (Benefits / Perks)
We are committed to diversity and inclusion, and demonstrate our values through competitive pay, fantastic benefits, and access to all reasonable accommodations. As a consultant on our team, you are a member of the Stock & Option Solutions team, and you are a Stock & Option Solutions W-2 employee.
Comprehensive medical, dental and vision insurance
Remote work with flexible work schedules
Flexible 401k with match
Competitive Pay
Paid time off and paid holidays
Automatic enrollment in Basic Life Insurance at no cost to employee
EAP Plan access
Training & education opportunities
Team-building events & programs
Referral bonus
Access to thousands of corporate retail discounts
Disability, life and accidental insurance options
Medical and dependent care flexible spending plans
A Few Extras for You…
You’ll have available to you a career path with achievable growth opportunities.
You’ll have access to our team of expert Senior Stock Plan Professionals when you need advice.
You’ll be able to gain experience in working with all different types of clients.
You’ll be encouraged to grow your skillset and personal brand while learning new processes, stock plans and software systems.
We invite you to find your peace of mind at sos-team.com/career-opportunities
CONTACT US!
Stock & Option Solutions is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or other protected status as required by law. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at [email protected].
Requirements
All About You
Do you currently live and work in the Pacific Standard Time Zone (PST)?
Are you a results-driven, self-motivated professional with 5+ years of equity compensation experience?
Do you have 2+ years of direct management experience?
Do you have experience administering stock plans on EEO?
The Expertise We’re Looking For
Bachelor’s Degree or equivalent relevant industry experience
Stock plan administration experience
ECA or CEP candidates, preferred
Proficient in MS Office applications (Word, Excel, PowerPoint)
Proficiency and/or experience with industry platforms (direct)
Experience with Equity Edge Online (EEO)
Equity compensation vendor experience, working for or managing the relationship
