Remote Equity Plans Specialist

Envestnet; Kentucky; On-site; USD 78,000 - 98,000; Full time

Job summary

Envestnet is seeking a stock plan administrator to oversee U.S. and Canadian equity programs, manage equity data, and ensure compliance. You will support employees and executives on equity matters, coordinating with Legal, Accounting and Payroll.

The role requires 2–5 years in stock plan administration, familiarity with Fidelity software, and ability to handle confidential information. Remote/hybrid options offered; CEP preferred.

Qualifications

• 2–5 years of experience in stock plan administration for a service provider or issuer.
• Deep knowledge and experience with Fidelity stock plan administration software (or similar).
• Ability to maintain strict confidentiality.
• Technical understanding of various equity awards including tax and accounting implications and reporting.

Responsibilities

• Oversee day-to-day operations of the company’s U.S. and Canadian equity programs.
• Manage equity data and process transactions; ensure regulatory compliance.
• Provide support to employees and executives regarding equity; collaborate with Legal, Accounting and Payroll.
• Maintain data integrity in Fidelity and Carta administration platforms.
• Generate recurring reports and respond to ad hoc data requests from People & Culture, Accounting, Finance and Payroll.
• Partner with Finance to provide budget support for equity-related items.

Skills

Stock plan administration

Fidelity stock plan software

Data confidentiality

Equity compensation knowledge

Clear equity compensationcommunication

Education

Bachelor's degree

Certified Equity Professional (CEP) Level 3 preferred

Tools

Fidelity stock plan software

Job description

Envestnet is seeking a stock plan administrator to oversee U.S. and Canadian equity programs, manage equity data, and ensure compliance. You will support employees and executives on equity matters, coordinating with Legal, Accounting and Payroll.

The role requires 2–5 years in stock plan administration, familiarity with Fidelity software, and ability to handle confidential information. Remote/hybrid options offered; CEP preferred.