The position focuses on operational excellence, data integrity, and day-to-day administration of equity compensation.
Key Responsibilities Equity Plan Administration
Support the administration of global equity compensation programs including:
- Stock Options
- Restricted Stock Units (RSUs)
- Employee Stock Purchase Plans (ESPP)
Responsibilities include:
- Processing equity grants, vesting events, ESPP enrollments & purchases
- Maintaining accurate employee equity records in stock plan systems
- Monitoring transactions and reconciling data with HRIS and payroll systems
- Supporting employee inquiries regarding ESPP, equity awards and transactions
Compliance & Reporting
Assist with ensuring compliance with applicable regulatory and tax requirements.
Responsibilities include:
- Coordinating equity data with various business partners, i.e. payroll, finance, HR
- Assisting with reconciliation and reporting in Fidelity equity platform
- Maintaining documentation of equity plan procedures and policies
- Providing equity samplings for audit and SOX controls
Operational Support
Support operational efficiency of equity plan processes.
Responsibilities include:
- Preparing equity reports and analytics for internal stakeholders
- Identifying process improvements and system enhancements
- Assisting with equity system maintenance and data audits
- Supporting annual grant cycles and Employee Stock Purchase Plan
Cross-Functional Collaboration
Partner with internal teams to ensure smooth operation of equity programs.
Key partners include:
- Human Resources
- Finance and Accounting
- Payroll
- Legal
- External equity plan administrators and brokers
Employee Education & Support
Provide guidance to employees on equity compensation programs.
Responsibilities include:
- Responding to employee inquiries related to equity awards and ESPP
- Assisting with employee communications, webinars, and training materials
- Supporting equity education sessions when needed
Typical Qualifications
- Bachelor’s degree in human resources, Finance, Accounting, or related field
- 4–7 years of equity compensation or stock plan administration experience
- Working knowledge of equity plan administration and taxation
- Experience with Fidelity PSW equity platform
- Strong attention to detail and data management skills
- Ability to collaborate effectively across functions
- Certified Equity Professional (CEP) designation or progress toward certification
- Experience supporting global equity compensation programs across multiple jurisdictions
- Familiarity with tax and reporting requirements such as Forms 3921 and 3922
- Experience with Oracle Fusion and equity system integrations
- Advanced Excel skills for equity data analysis and reporting
- Experience supporting executive or leadership equity programs