Equity Compensation Client Service Manager

Equiniti; Utah; Remote; USD 68,000 - 100,000; Full time

Job summary

A leading financial services provider is seeking a Stock Plans Service Manager to oversee daily administration for a portfolio of clients. The role requires experience in the Equity Administration Industry and offers a salary range of $68,000 - $100,000 plus merit. Candidates must reside in specific states for occasional meetings. Strong analytical and client-facing skills are essential for success in this dynamic environment.

Qualifications

• 3+ years in the Equity Administration Industry.
• Certified Equity Professional (CEP) certification preferred.
• Must be able to read, write, and speak English.

Responsibilities

• Support transactional workflows for Equity Plans including grants, exercises, releases, & purchases.
• Document client procedures.
• Maintain client service levels.

Skills

Analytical skills

Problem-solving skills

Client facing skills

Attention to detail

Education

Post-secondary diploma or degree in Commerce, Business

Tools

Equitrax stock administration platform

Job description

Management Level

This 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

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

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.