Equity Operations Manager

CompIntelligence, Inc.; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

A leading managed services firm in the United States is seeking an experienced Equity Operations Manager to lead a team of equity administrators. This high-impact role involves managing client relationships, driving operational excellence, and administering global equity plans. The ideal candidate will have over 5 years of experience in equity plan administration and people management, alongside strong communication and collaboration skills. This opportunity offers a dynamic work environment focusing on equity compensation expertise.

Qualifications

• 5+ years of experience at a publicly traded company or stock plan provider.
• 3+ years of people management experience.
• Proficient in working with complex data sets.

Responsibilities

• Manage a team of equity administrators and track performance metrics.
• Serve as an escalation point for client issues and ensure service quality.
• Administer global equity plans and ensure compliance with SOX controls.

Skills

Equity plan administration experience

People management

Understanding of global equity operations and taxation

Advanced Excel skills

Strong communication skills

Collaboration and solutions-oriented mindset

Education

CEP designation (or working toward it)

Tools

Stock plan record-keeping platforms

Job description

CompIntelligence is looking for an experienced Equity Operations Manager (EOM) to join our Managed Services Team. In this role, you'll lead a team of equity administrators, own client relationships, and drive the operational excellence that makes complex equity programs feel effortless to the companies we serve.

This is a high-impact role for someone who thrives at the intersection of equity compensation expertise, people leadership, and client partnership.

What You’ll Do

• Manage and develop a team of equity administrators through regular one-on-ones, group meetings, and hands‑on support
• Review and approve weekly team hours, tracking billable time and overall utilization
• Serve as an escalation point for complex client issues, ensuring consistently high service quality
• Provide a "second set of eyes" on key deliverables to ensure accuracy before client delivery

Project & Strategic Support

• Partner with clients on equity plan changes, new program implementations, and corporate actions including IPOs and SPACs
• Attend sales calls to represent our platform capabilities and subject matter expertise
• Develop and deliver employee education on equity programs in formats tailored to each client
• Analyze data sets to surface insights and provide actionable, data-backed recommendations
• Administer global equity plans, including RSU releases, stock option exercises, 10b5-1 plans, and pre‑clearance management
• Maintain data integrity across equity platforms and integrated systems
• Collaborate cross‑functionally with client Finance, Legal, Payroll, and HR teams on reporting and compliance
• Support internal and external audits with accurate records and documentation
• Build and refine automated processes to improve efficiency and reduce manual risk
• Ensure compliance with SOX controls and internal policies

What You Bring

• 5+ years of equity plan administration experience at a publicly traded company and/or 5+ years at a stock plan provider
• 3+ years of people management experience
• Strong understanding of global equity operations and taxation, including global mobility and income sourcing
• Proficiency with at least two stock plan record‑keeping platforms
• Advanced Excel skills and comfort working with complex data sets
• CEP designation (or actively working toward it)
• Clear, confident communication style — able to simplify complex concepts for diverse audiences
• A collaborative, solutions‑oriented mindset with strong attention to detail

Reporting Structure

This role reports to the Director, Equity Administration & Consulting.