Stock Plan Implementation Lead — Client Onboarding

Empower Retirement

Greenwood Village (CO)

Hybrid

USD 72,000 - 102,000

Full time

5 days ago

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Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with match

Tuition reimbursement

Casual environment

Job summary

Empower Retirement is seeking a dedicated Implementation Specialist to support the onboarding of new clients for equity and stock plan systems. You will manage data conversion, system configuration, and client training, collaborating with clients, internal teams, and broker-dealer partners for accurate implementation.

The role emphasizes data integrity, detailed process design, and training delivery to ensure a smooth transition to the platform.

Qualifications

Strong data analysis, conversion, and validation skills.
Experience with equity or stock plan administration systems is preferred.

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 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 handling procedures.