Senior Implementation Consultant - Stock Plan Services
$72,200 - $101,975 per year
ApplySenior Implementation Consultant - Stock Plan Services
Posted yesterday
SENIORITY
Senior
SALARY
$72,200 - $101,975 per year
About the role
- Provide input to work planning and timelines for new client implementation
- Communicate with clients to resolve data-related questions
- Perform data conversion and import work for new clients, including quality review of stock plan–specific data and scenarios such as Equity plan grant data, Exercise and cancel transaction data, Cap table issuance and transaction data and Fair value and stock-based compensation expense data
- Configure the Empower Stock Plan Services database for new clients, including Plan setup and parameters, Client vesting schedules, Client termination schedules, Participant portal configuration, Broker portal and model configuration
- Coordinate with broker-dealer teams (internal and external) on client brokerage configuration, account setup, and initial share balances
- Participate in client implementation communications and calls
- Design and document implementation processes
- Develop client training plans and materials
- Train new clients on stock plan system functionality
- Complete implementation checklists
- Oversee adherence of the Implementation team to Employee Stock Plan Services (ESPS) Data Classification and Information Handling Procedures
- What you will bring
- Bachelor's degree in business, finance, computer science, or related field or equivalent experience3 to 5 years of experience with equity or stock plan administration systems strongly preferred
- Strong skills in data analysis, conversion, and validation
- Knowledge of financial transactions, cap tables, and equity compensation concepts
- Proficiency with database configuration and system setup
- Excellent communication skills, including ability to train clients and explain technical concepts clearly
- Strong attention to detail and ability to manage multiple client implementations simultaneously
- Proficiency in Microsoft Excel and other data management tools*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
Before you apply
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A number in mind
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Your notice period
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