Remote-Eligible Stock Plan Implementation Lead

Empower Retirement, LLC; Overland Park (KS); Hybrid; USD 72,000 - 102,000; Full time

Benefits offered by this job

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time off

Flexible work options

BRGs open to all

Job summary

Empower Retirement, LLC is seeking a Stock Plan Implementation professional to manage data conversion, configuration, and client training for equity plan systems. You will collaborate with clients, internal teams, and broker-dealer partners to ensure accurate implementation and a smooth platform transition.

The role requires 3–5 years in equity or stock plan administration, strong data analysis and Excel skills, and the ability to train clients while managing multiple implementations.

Qualifications

• Bachelor’s degree in business, finance, computer science, or related field or equivalent experience.

Responsibilities

• Provide input to work planning and timelines for new client implementation.
• Communicate with clients to resolve data-related questions.
• Perform data conversion and import work for new clients, including quality review of stock plan‑specific data and scenarios.
• Configure the Empower Stock Plan Services database for new clients, including Plan setup and parameters.
• Coordinate with broker‑dealer teams on client brokerage configuration, account setup, and initial share balances.
• Participate in client implementation communications and calls.
• Design and document implementation processes.
• Develop client training plans and materials.
• Train new clients on stock plan system functionality.
• Complete implementation checklists.
• Oversee adherence of the Implementation team to ESPS Data Classification procedures.

Skills

Data analysis

Data conversion

Data validation

Communication skills

Excel

Database configuration

Client training

Attention to detail

Project coordination

Education

Bachelor’s degree or equivalent experience

Tools

Stock plan systems

Data management tools

Job description

Empower Retirement, LLC is seeking a Stock Plan Implementation professional to manage data conversion, configuration, and client training for equity plan systems. You will collaborate with clients, internal teams, and broker-dealer partners to ensure accurate implementation and a smooth platform transition.

The role requires 3–5 years in equity or stock plan administration, strong data analysis and Excel skills, and the ability to train clients while managing multiple implementations.