Stock Program Manager

Direct Supply, Inc.; Milwaukee (WI); On-site; USD 120,000 - 165,000; Full time

Benefits offered by this job

CEP designation preferred

Job summary

Direct Supply, Inc. is seeking a Stock Program Manager to own the day‑to‑day administration of equity and stock programs, ensuring accurate, compliant, and efficient operations. You will partner with Finance, HR, Legal, and external providers to support governance and reporting.

The role combines process optimization, technology enablement, and cross‑functional collaboration, requiring a highly organized professional with expertise in equity compensation, accounting, and data analysis.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, HR, or related field.
• 8+ years administering equity compensation, stock plans, or related operations.
• Experience supporting stock‑based accounting, reporting, audits, and compliance.
• Cross‑functional partnership with Finance, HR, Legal, Payroll, and providers.
• Proficiency with equity platforms, financial systems, and advanced Excel.

Responsibilities

• Own day‑to‑day administration of equity programs, including grants, vesting, exercises, and recordkeeping.
• Maintain equity data integrity across systems and coordinate with Finance, HR, Legal, and providers.
• Support equity accounting, financial reporting, audits, and regulatory compliance.
• Educate and guide Partners on equity programs, processes, and tools.
• Prepare equity program reporting, forecasts, and trends for planning and compliance.
• Identify opportunities to streamline processes and enhance controls via automation and system improvements.
• Partner to modernize stock program operations and improve scalability and accuracy.
• Drive continuous improvement to strengthen compliance and reporting capabilities.

Skills

AI & Tech adoption

Process optimization

Collaboration

Decision making

Equity administration

Stock compensation

Education

Bachelor’s degree in Finance/Accounting/Business/HR

Tools

Carta

Shareworks

Fidelity

E*TRADE

Morgan Stanley

Excel

Job description

Position Summary

Direct Supply is building the future of healthcare technology with industry‑leading products, solutions and platforms to help improve the lives of millions of seniors and those who care for them. In the Stock Program Manager position, you’ll own and execute the day‑to‑day administration of Direct Supply’s equity and stock programs, ensuring accurate, compliant, and efficient program operations.

You’ll partner closely with Finance, HR, Legal, and external stakeholders to deliver an exceptional Partner experience while maintaining strong governance and operational excellence. The role combines operational execution, process optimization, and technology enablement, requiring a highly organized professional who can navigate the intersection of finance, accounting, technology, and employee experience.

Skills Needed

• Applies AI and Technology – identifies opportunities to boost efficiency and add value using AI and tech, embraces digital innovations, and quickly learns new technologies where they matter most.
• Optimizes Work Processes – streamlines workflows by harnessing data, AI, and technology, defines new success measures, and incorporates new processes.
• Effectively Collaborates – forges strong partnerships, works productively with others, finds common ground to solve problems, and shows empathy.
• Makes Quality Decisions – makes swift, sound decisions, hunts for qualitative and quantitative data, balances thorough analysis with judgment.
• Administers equity and stock compensation programs, including grants, vesting events, exercises, transactions, compliance, and participant support.
• Supports stock‑based compensation accounting, audit requirements, regulatory compliance, financial reporting, reconciliations, and tax‑related processes.

What You’ll Do and Impact

• Own day‑to‑day administration of equity and stock programs, ensuring accurate, timely, and compliant execution of grants, vesting events, exercises, transactions, and recordkeeping.
• Maintain the integrity of equity data across systems while partnering with Finance, HR, Legal, Payroll, and external providers to support seamless operations and reporting.
• Support equity‑related accounting, financial reporting, audit activities, and close processes, ensuring compliance with accounting standards, tax requirements, and internal policies.
• Serve as a trusted resource for Partners by providing education, guidance, and support related to equity programs, processes, and tools.
• Prepare and analyze equity program reporting, forecasts, and trends to provide actionable insights for financial planning, compliance, and program effectiveness.
• Identify, recommend, and implement opportunities to streamline processes, improve controls, and enhance operational efficiency through automation, system enhancements, and AI‑enabled solutions.
• Partner across the organization to modernize stock program operations by improving workflows, integrating systems, and leveraging technology to increase scalability, accuracy, and effectiveness.
• Drive continuous improvement initiatives that strengthen compliance, enhance reporting capabilities, and support evolving needs of equity programs and Partners.

Experience

• Bachelor’s degree in Finance, Accounting, Business, Human Resources, or related field.
• 8+ years of experience administering equity compensation programs, stock plans, accounting, finance, total rewards, or related operational functions.
• Experience supporting stock‑based compensation accounting, financial reporting, audits, and regulatory compliance requirements.
• Experience partnering cross‑functionally with Finance, HR, Legal, Payroll, and external service providers.
• Proficiency with equity management platforms, financial systems, and advanced Microsoft Excel.
• Experience leveraging technology, automation, system integrations, and data analysis to improve operational efficiency and reporting.

Additional Items of Interest

• Certified Equity Professional (CEP) designation preferred.
• Experience with equity management platforms such as Carta, Shareworks, Fidelity, E*TRADE, Morgan Stanley, or similar systems.
• Experience in a private, pre‑IPO, or high‑growth company environment.
• Familiarity with integrations between equity administration, payroll, HRIS, and financial systems.
• Experience using AI‑enabled tools, automation platforms, or reporting technologies to improve finance operations.