1 день назад
Senior Implementation Consultant - Stock Plan Services
72 200 - 101 975$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Implementation Consultant - Stock Plan Services (Equity and Stock Plan Systems): Managing new client implementations through data conversion, database configuration, brokerage setup, and client training with an accent on stock plan data accuracy, financial transactions, and system configuration. Focus on validating equity plan and cap table data, coordinating broker-dealer integrations, designing implementation processes, and training clients on platform functionality.
Location: Remote - Nationwide, United States
Base salary: $72,200–$101,975 per year, with eligibility for a bonus program.
Company
provides financial services focused on helping customers achieve financial freedom and supporting employee financial well-being.
What you will do
- Plan implementation timelines and contribute to work planning for new clients.
- Convert, import, review, and validate stock plan data, including equity grants, exercise and cancellation transactions, cap table activity, fair value, and stock-based compensation data.
- Configure stock plan databases, plans, vesting and termination schedules, participant portals, broker portals, and system models.
- Coordinate with internal and external broker-dealer teams on brokerage configuration, account setup, and initial share balances.
- Communicate with clients, resolve data questions, and participate in implementation calls.
- Design implementation processes, complete checklists, develop training materials, and train clients on stock plan functionality.
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, and validation skills, with knowledge of financial transactions, cap tables, and equity compensation.
- Experience with database configuration and system setup.
- Excellent communication skills and the ability to train clients and explain technical concepts clearly.
- Must be authorized to work for any employer in the United States; employment visa sponsorship, including CPT/OPT sponsorship, is not available.
Culture & Benefits
- Flexible work environment with a focus on purpose, well-being, work-life balance, inclusion, and internal mobility.
- Medical, dental, vision, and life insurance.
- 401(k) retirement plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
- Tuition reimbursement of up to $5,250 per year.
- Paid time off upon hire, company holidays, floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
- Business Resource Groups supporting inclusion and collaboration.
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