Equity Compensation Client Service Manager

Equiniti; Myrtle Point (OR); Remote; USD 68,000 - 100,000; Full time

Job summary

A leading financial services firm is looking for a Stock Plans Service Manager to support the daily administration for Equity Compensation Services Clients. This role involves managing transactional workflows, documenting procedures, and maintaining service levels. Candidates should have over 3 years in equity administration, strong client management skills, and be willing to obtain CEP certification. The role pays between $68,000 and $100,000 plus merit.

Qualifications

• 3+ years in the Equity Administration Industry.
• Expertise in Transfer Agents and Employee Plans.
• Must be fluent in English and open to learning.

Responsibilities

• Support transactional workflows for Equity Plans.
• Document client procedures and maintain service levels.
• Project manage client initiatives.

Skills

Equity Administration

Client Relationship Management

Problem-Solving Skills

Attention to Detail

Education

Post-secondary diploma or degree in Commerce, Business or similar area

Certified Equity Professional (CEP) certification

Tools

Equitrax stock administration platform

Job description

Overview

Management Level

This is a remote position but candidates must reside in Arizona, Colorado, Nevada or Utah to ensure proximity to our client base and occasional in-person meetings or events.

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Role Summary

The Stock Plans Service Manager will support the daily administration for a portfolio of Equity Compensation Services Clients. This role will give you exposure to top tier domestic and global clients in a fast paced and high growth oriented business unit. Every day will provide you the opportunity to optimize the clients’ service and efficiency within their plans administration.

Core Duties/Responsibilities

• Support transactional workflows for Equity Plans including; grants, exercises, releases & purchases
• Document client procedures
• Maintain client service levels
• Liaison with brokers and transfer agents
• Project manage client initiatives
• Be an ambassador to the marketplace for our products and services

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors:

• Post-secondary diploma or degree in Commerce, Business or similar area of focus is preferred
• 3+ years in the Equity Administration Industry
• Certified Equity Professional (CEP) certification is preferred; successful candidate must be willing to obtain designation within two years
• Expertise utilizing the Equitrax stock administration platform preferred but not required
• Experience in Transfer Agents and Employee Plans
• Demonstrated analytical, problem-solving skills, and strong attention to detail
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
• Strong client facing and relationship skills including management of client calls, tracking client issues and overall stock plans administration
• Must be able to effectively read, write and speak English
• May require the need to travel to other locations
• Willing and able to work extended hours as needed

Compensation

• $68,000 - $100,000 + Merit

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.