21 час назад
Sr Implementation Consultant - Stock Plan Services (Fintech)
72 200 - 101 975$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Implementation Consultant - Stock Plan Services (Fintech): Supporting the onboarding of new clients by managing data conversion, stock plan system configuration, broker-dealer coordination, and client training with an accent on equity plan data, cap tables, vesting schedules, and participant and broker portal setup. Focus on validating financial data, designing implementation processes, and configuring stock plan systems for accurate client transitions.
Location: Remote - Nationwide, United States
Base salary: $72,200–$101,975 per year
Company
provides financial services focused on helping customers achieve financial freedom through retirement, investment, and stock plan solutions.
What you will do
- Plan timelines and implementation activities for new clients.
- Convert, import, review, and validate equity plan, transaction, cap table, fair value, and stock-based compensation data.
- Configure stock plan databases, plans, vesting and termination schedules, participant portals, broker portals, and models.
- Coordinate with internal and external broker-dealer teams on brokerage configuration, account setup, and initial share balances.
- Communicate with clients, participate in implementation calls, and resolve data-related questions.
- Develop implementation processes, checklists, training plans, and client training materials.
Requirements
- Bachelor’s degree in business, finance, computer science, or a related field, or equivalent experience.
- 3–5 years of experience with equity or stock plan administration systems is strongly preferred.
- Strong data analysis, conversion, validation, database configuration, and system setup skills.
- Knowledge of financial transactions, cap tables, and equity compensation concepts.
- Excellent communication skills, including the ability to train clients and explain technical concepts clearly.
- Must be authorized to work for any employer in the United States; visa sponsorship, including CPT/OPT sponsorship, is not available.
Culture & Benefits
- Flexible work environment with opportunities for internal mobility.
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions of up to 6% and financial advisory services.
- Tuition reimbursement of up to $5,250 per year.
- Paid time off upon hire, company holidays, floating holidays, volunteer time, parental leave, disability coverage, and FMLA programs.
- Business Resource Groups supporting inclusion and collaboration.
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