About the role
The Manager – Equity Plans supports the administration and execution of the company’s global equity compensation programs. This role works closely with the Senior Manager of Equity Plans and cross-functional teams to ensure accurate processing of equity awards, compliance with regulatory requirements, and effective operation of stock plan programs.
The position focuses on operational excellence, data integrity, and day-to-day administration of equity compensation.
Equity Plan Administration
Support the administration of global equity compensation programs including:
- Stock Options
- Restricted Stock Units (RSUs)
- Employee Stock Purchase Plans (ESPP)
Responsibilities include:
- Processing equity grants, vesting events, ESPP enrollments & purchases
- Maintaining accurate employee equity records in stock plan systems
- Monitoring transactions and reconciling data with HRIS and payroll systems
- Supporting employee inquiries regarding ESPP, equity awards and transactions
Compliance & Reporting
Assist with ensuring compliance with applicable regulatory and tax requirements.
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Coordinating equity data with various business partners, i.e. payroll, finance, HR
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Assisting with reconciliation and reporting in Fidelity equity platform
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Maintaining documentation of equity plan procedures and policies
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Providing equity samplings for audit and SOX controls
Operational Support
Support operational efficiency of equity plan processes.
Responsibilities include:
- Preparing equity reports and analytics for internal stakeholders
- Identifying process improvements and system enhancements
- Assisting with equity system maintenance and data audits
- Supporting annual grant cycles and Employee Stock Purchase Plan
Cross-Functional Collaboration
Partner with internal teams to ensure smooth operation of equity programs.
Key partners include:
- Human Resources
- Finance and Accounting
- Payroll
- Legal
- External equity plan administrators and brokers
Employee Education & Support
Provide guidance to employees on equity compensation programs.
Responsibilities include:
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Responding to employee inquiries related to equity awards and ESPP
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Assisting with employee communications, webinars, and training materials
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Supporting equity education sessions when needed
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Bachelor’s degree in human resources, Finance, Accounting, or related field
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4–7 years of equity compensation or stock plan administration experience
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Working knowledge of equity plan administration and taxation
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Experience with Fidelity PSW equity platform
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Strong attention to detail and data management skills
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Ability to collaborate effectively across functions
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Certified Equity Professional (CEP) designation or progress toward certification
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Experience supporting global equity compensation programs across multiple jurisdictions
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Familiarity with tax and reporting requirements such as Forms 3921 and 3922
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Experience with Oracle Fusion and equity system integrations
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Advanced Excel skills for equity data analysis and reporting
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Experience supporting executive or leadership equity programs
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