Global Equity Management Consultant

equitymethods; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

CEP certification support

Job summary

Equity Methods seeks a detail-driven professional to join our Equity Management Services group. This role blends hands-on stock plan administration with a client-first mindset, offering exposure to how public companies run their equity programs.

You will manage administration for multiple clients, ensure SOX-compliant processing, and become the go-to expert for client questions while supporting international plans and complex projects.

Qualifications

• Working knowledge of stock plan administration, including grants, releases, exercises, and ESPP processing.
• Excellent client service and communication skills, both written and verbal.
• Ability to manage multiple clients and shift priorities in a fast-paced environment.
• Comfort in ambiguous, client-focused environments and a self-starter mindset.
• Support path to CEP designation and certification.

Responsibilities

• Manage stock administration operations for multiple clients, ensuring accurate and SOX-compliant processing.
• Respond to client and participant questions, acting as SME for equity programs.
• Administer international stock plans and expand global compliance knowledge.
• Communicate with plan participants and update client FAQs as needed.
• Support complex items like M&A, IPOs, and new system implementations.

Skills

Stock plan admin

SOX compliance

Client service

Cross-functional collaboration

CEP certification pathway

Tools

Carta

Shareworks

Equity Edge Online

Job description

Equity Methods seeks a detail-driven professional to join our Equity Management Services group. This role blends hands-on stock plan administration with a client-first mindset, offering exposure to how public companies run their equity programs.

You will manage administration for multiple clients, ensure SOX-compliant processing, and become the go-to expert for client questions while supporting international plans and complex projects.