Remote Senior Stock Plan Implementation Lead

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

Job summary

Empower Retirement, LLC is seeking a specialist to lead onboarding of new clients for equity and stock plan systems. You will manage data conversion, configuration, and client training, partnering with clients, internal teams, and broker-dealer partners to ensure accurate implementation and a smooth transition to the platform.

The role emphasizes data accuracy, strong communication, and detailed project coordination across multiple client implementations, with remote/hybrid options and a base

Qualifications

• Bachelor’s degree in business, finance, computer science, or related field or equivalent experience.
• 3 to 5 years of experience with equity or stock plan administration systems strongly preferred.
• Strong skills in data analysis, conversion, and validation.
• Knowledge of financial transactions, cap tables, and equity compensation concepts.
• Proficiency with database configuration and system setup.
• Excellent communication skills, including ability to train clients and explain technical concepts clearly.
• Strong attention to detail and ability to manage multiple client implementations.

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.
• 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 and Information Handling Procedures.

Skills

Data analysis

Data conversion

Data validation

Cap table knowledge

Equity compensation concepts

Database configuration

System setup

Communication skills

Attention to detail

Excel skills

Education

Bachelor’s degree or equivalent experience

Job description

Empower Retirement, LLC is seeking a specialist to lead onboarding of new clients for equity and stock plan systems. You will manage data conversion, configuration, and client training, partnering with clients, internal teams, and broker-dealer partners to ensure accurate implementation and a smooth transition to the platform.

The role emphasizes data accuracy, strong communication, and detailed project coordination across multiple client implementations, with remote/hybrid options and a base