Manager - Equity Management Services

Equitymethods; Scottsdale (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Equity Methods seeks a results-focused Manager to lead our Equity Management Services practice. You will manage a small team, oversee stock plan administration engagements from outsourcing to project work, and deepen client relationships while coordinating with partners and subcontractors.

You will mentor staff, develop scalable processes, support valuation, financial reporting and HR advisory work, and help win new business through thought leadership.

Qualifications

• Stock plan administration expertise and program management.
• Experience leading a team including hiring and mentoring.
• Superior client service and flexibility in fast-paced environments.
• Knowledge of SOX compliance.
• Strong attention to detail and accuracy.
• Ability to solve problems independently.
• 5+ years in stock plan administration.
• CEP certification required.
• Background check required.

Responsibilities

• Manage and train a team of 1–3 associates to support daily processing needs and research items for clients.
• Lead client engagements with high satisfaction and accurate work product.
• Interface with channel partners and subcontractors delivering related services.
• Support cross-functional engagements involving valuation, financial reporting, and HR advisory services.
• Develop scalable processes and dashboards to monitor engagement profitability and utilization.
• Drive client acquisition and growth through visits, presentations, and thought leadership.
• Travel up to 20% and mentor staff to ensure excellence in delivery.

Skills

Stock plan administration

Team management

Client service

SOX compliance

Attention to detail

Problem solving

Education

Certified Equity Professional (CEP)

Job description

Manager - Equity Management Services

Equity Methods seeks a results-focused, growth-oriented professional to join our equity management services practice group. This leadership role blends technical expertise in stock plan administration, a client-centric approach to service, and the ability to grow and develop a team.

In this role, you’ll apply your experience in stock plan administration to lead a variety of engagements from full outsourcing to project-specific support. You’ll also work with our ecosystem of channel partners and subcontractors who deliver bespoke capabilities. You will manage client relationships and play a crucial role in the growth of this practice within the broader Equity Methods services portfolio. This role offers an exciting career path that includes leading and mentoring junior staff members, developing new processes and capabilities, partnering across the firm on large multi-faceted engagements, and much more.

The Role in a Nutshell

• Manage and train a team of one to three associates to support daily processing needs and research items for clients.
• Contribute directly to client engagements, ensuring a consistently high level of client satisfaction, responsiveness, and accurate work product.
• Interface with our ecosystem of channel partners and subcontractors providing related services.
• Support cross-functional engagements within EM that involve valuation, financial reporting, and HR advisory services.
• Examples of project types include:
  • Processing stock plan transactions, supporting required regulatory filings, interacting with payroll teams and platforms, and fielding clients’ questions related to the equity programs.
  • Administering ESPP plans, including managing enrollments, tracking terminations and withdrawals, and processing share purchases.
  • Managing end-to-end processing of grants, award terminations, equity vesting, exercises, share pool tracking, etc.
  • Drafting Forms 3, 4 and 5 to report Section 16 officer and director transactions in SEC filings.
  • Responding to employee questions about stock awards and manage the shared stock plan administration mailbox.
  • Supporting employees on the set up of 10b5-1 trading plans.
  • Assisting with equity administration transitions, supporting clients on the implementation of new equity administration systems and other ad hoc items as needed.
  • Supporting RFP process around new system selection, involving managing the RFP process, identifying key objectives, interviewing vendors, assessing platforms, and presenting findings and making recommendations.
• Develop team members through coaching and mentoring, create accountability, and support recruiting efforts to continuously drive excellence in hiring.
• Liaise with senior leadership to develop world class scalable processes for the equity team and implement best practices with effective controls, including a focus on automation of routine work streams and manual processes.
• Support day-to-day client interactions in a way that demonstrates accountability, upholds quality standards, and delivers client delight. You will quickly become the face of Equity Methods to clients and they will count on your expertise and project management for high-stakes deliverables.
• In collaboration with your Director-level mentor within the firm, develop managerial dashboards to monitor engagement profitability, utilization, cross-firm collaboration, and other tools that prepare you for broader business management experience.
• Drive client acquisition and growth by visiting clients to nurture relationships, presenting, and contributing to our best-in-class thought leadership. Build your industry brand via EM’s model of being a technical expert who provides plain English explanations and is easy to work with. (Travel is <20%.)
• Contribute to, and excel in, driving strategic initiatives within the practice and at the firm level. This spans process development, marketing, risk management, recruiting, and general business planning.

Our Culture and Method of Doing Business.

We are:

• Zealous about exceptional client service and delighting every client, large or small.
• Lean and agile—we don’t have manager layers that get to sit back and just talk.
• Growth-oriented—both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues.
• Feedback-heavy—because that’s how to unlock growth.
• Mentoring-rich—we’re not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands‑on client experience and feedback from leaders.
• All about impact—our professionals love the opportunity to make an impact on clients, each other, and the long‑run trajectory of the business.
• Eager to solve clients’ toughest problems—because that’s where the greatest impact is created even though these challenges are riddled with ambiguity and complexity.
• Devoted to plain English deliverables that clients find easy to consume but remain rigorous—because clients value our ability to make the complex simple for them.
• Not a 9-to-5 job—because all the above items take time, even for very smart and efficient people.

Qualifications & Requirements

• Subject matter expertise in stock plan administration, both at the detailed processing level and in broader program management.
• Experience managing a team, including hiring, reviewing, and mentoring.
• Superb flexibility and service skills (which may include internal clients) that reflect superior technical expertise and a thirst for client delight.
• Knowledgeable about SOX compliance
• Strong detail- and accuracy-orientation in all internal and external activities.
• Comfort in ambiguous, fast-paced, client-focused environments.
• Ability and willingness to think critically and solve “out-of-the-box” problems independently and by appealing to theory, experience, analysis, and raw problem-solving acumen.
• 5 or more years of experience in the stock plan administration industry.
• Certified Equity Professional (CEP) required.
• Background check required.

About Equity Methods

Equity Methods is a finance, accounting, and human capital consulting firm that embraces the synergistic role of technology and expertise in creating client impact. We deliver impact-rich services across three core practice groups: financial reporting, valuation services, and HR advisory.

With over 100 professionals and experience serving hundreds of publicly traded clients (including 50 Fortune 100 companies), Equity Methods seeks to combine the best of a large professional services firm with the best of an entrepreneurial, technology-enabled company. We work hard in the quest to have high impact and deliver exemplary client service that supports our client retention and overall growth story. We have consistently been rated a Top Company to Work for in Arizona.