Remote Equity Plan Specialist

Envestnet; All (MO); On-site; USD 78,000 - 98,000; Full time

Job summary

Envestnet is seeking a Stock Plan Administrator to manage its U.S. and Canadian equity programs in a remote-friendly setting. You will oversee data, process awards, and ensure regulatory and tax compliance while supporting employees and executives.

The role collaborates with Legal, Accounting, and Payroll to maintain data integrity in Fidelity and Carta, generate regular reports, and help budget equity items. A CEP and private equity familiarity are a plus, with strong confidentiality skills.

Qualifications

• 2-5 years of experience in Stock Plan Administration.
• Deep knowledge of Fidelity stock plan administration software.
• Ability to maintain strict confidentiality.
• Technical understanding of tax and accounting implications of equity awards.
• Ability to clearly communicate equity compensation concepts to employees and partners.

Responsibilities

• Oversees day-to-day operations of US and Canadian equity programs.
• Manages equity data and processes transactions.
• Ensures regulatory compliance and responds to data requests.
• Maintains data integrity in Fidelity and Carta platforms.
• Generates recurring reports and supports equity budgeting.
• Partners with Legal, Accounting and Payroll to align with policies.

Skills

Stock plan administration

Fidelity software

Data confidentiality

Equity compensation concepts

Communication

Education

Bachelor's degree

Tools

Carta administration

Job description

Envestnet is seeking a Stock Plan Administrator to manage its U.S. and Canadian equity programs in a remote-friendly setting. You will oversee data, process awards, and ensure regulatory and tax compliance while supporting employees and executives.

The role collaborates with Legal, Accounting, and Payroll to maintain data integrity in Fidelity and Carta, generate regular reports, and help budget equity items. A CEP and private equity familiarity are a plus, with strong confidentiality skills.