Stock Plan Administration Manager - Full Service

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Stock Plan Administration Manager - Full Service role oversees the administration, accounting, and reporting of client equity compensation plans including stock options, Restricted Share Units (RSU) and Employee Stock Purchase Plans (ESPP) for full-service Empower Stock Plan Services (ESPS) clients on the ESPS platform. The role manages client communications, provides technical expertise, and delivers best practice guidance while ensuring accurate, compliant, and timely execution of plan-related services. 

• →Manage communications for assigned book of clients
• →Oversee client equity plan administration, including plan parameter setup and maintenance, equity transactions, and transaction report reconciliation
• →Deliver accurate financial and plan balance reporting, including period-end reports and financial setup tasks as outlined in client service scope
• →Act as primary liaison with client brokers and transfer agents
• →Provide stock plan technical support and guidance, including day-to-day administration, disclosures, and financial reporting for client equity plans, cap tables, and ESPPs
• →Serve as subject matter expert, answering client questions regarding the stock plan platform, best practice administration, and equity management processes
• →Support client discussions on award modifications, performance metric changes, and modification structures
• →Address client inquiries regarding system tax calculations, plan balances, and methodology behind reporting, including SEC disclosures, proxy tables, and deferred tax reporting
• →Deliver training to clients on system usage, including data entry, reporting, and financial analysis
• →Advise clients on M&A activity implications and equity plan accounting treatment.
• →Support auditors’ requests related to methodology and calculations of financial, tax, audit, and disclosure reports
• →Attend National Association of Stock Plan Professional (NASPP) and Global Equity Organization sessions and webinars to maintain expertise and industry knowledge

• →Bachelor’s degree in Business, Finance, Accounting, or related field preferred
• →Minimum of 5 years of experience in equity compensation, stock plan administration, or client service within financial services
• →Strong knowledge of equity compensation plans, including stock options, RSUs, and ESPPs
• →Proven leadership experience in stock plan administration or financial operations, preferably in outsourced services

• Certified Equity Professional (CEP) designation
• Deep understanding of equity compensation administration platforms
• Proficiency with stock plan software and reporting systems
• Excellent communication, organizational, and client relationship management skills
• Demonstrated ability to develop and enforce operational procedures

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***