Director, Stock Equity Administration - Delivery
The Countsy Director, Stock Equity Administration – Delivery will provide hands-on, end-to-end administration of client equity plans.
This will include providing excellent client service, supporting current projects to the highest standards of quality and ensuring client satisfaction and continually finding ways to improve processes by suggesting potential procedural or service improvements.
FLSA Status: Non-Exempt
Reports to: Senior Director, Equity Accounting and Administration
Major Responsibilities
Maintenance of client’s equity database and stock plan schedules
Administer grants, exercises, terminations, cancellations, vesting pauses, and adjustments
Responsible for processing restricted stock releases, and ESPP allocations
Experience with processing stock splits and repricings
Collaborate with cross-functional teams such as HR, legal, finance, and payroll
Reconcile transactions, terminations, share counts, and other items as required on a monthly/quarterly basis
Identify opportunities for process enhancements and automation to increase efficiency
Manage client relationships and lead weekly calls
Create participant communications and training presentations
Respond to participant inquiries in a timely manner
Qualifications
Technical skills:
Required experience working with a variety of equity platforms, including Shareworks, E*TRADE Equity Edge Online, and Carta
Knowledge of public as well as private company equity-related administration
Advanced proficiency in Microsoft Excel
Client service skills:
Act as an extension of the client’s team, ensuring seamless support to all internal departments and their participants
Ability to manage client inquiries
Direct complaints or complex queries to relevant team members
Provide technical assistance
Expedite serious issues to management for prompt resolution
Sense of urgency necessary to meet goals, objectives, and deadlines
Growth mindset:
Sense of urgency necessary to meet goals, objectives, and deadlines
Effectively adjust and prioritize new conditions, clients and changing tasks
Accept responsibility for errors, identify corrective measures and controls for non-recurrence
Proactively identify issues and take the initiative to resolve them
Communication and interpersonal skills:
Ability to interact directly with Client’s staff at all management levels, internally with Equity team members and client vendors and contacts
Excellent written and verbal communication skills
Education:
Bachelor’s degree in Business, Accounting, Computer Information Systems or related field or equivalent experience
Experience:
Minimum of ten (10) years as an Equity professional
Compensation and Benefits Information
Base Pay Range: Base Pay Range: $130-150k
Other Compensation: Discretionary Bonus Plan
All Compensation is commensurate with employee qualifications, experience, and other factors including geographic location, market and operational factors.
Benefits: Medical (including FSA and HSA offerings), Dental, Vision, Life insurance, Disability insurance, 401(k) savings plan, Employee Stock Purchase plan, Paid Time Off: 23 days, Eight Paid Holidays, Paid Sick Time (in geographies where legally required).
Washington state applicants, additional benefits information follows:
Washington Time Off and Leave
Management and Support Roles: Employees working in the state of Washington will receive the following time off and leave benefits:*
Short-Term Disability Benefits: RGP provides eligible employees up to 12 weeks of paid leave for total and temporary disability due to illness or injury.
Maternity Leave: For pregnancy and childbirth, female employees may receive up to 8 weeks (40 days) of paid Maternity Leave.**
Parental Leave: RGP provides 2 weeks (10 days) of paid Parental Leave for the birth or adoption of a child.**
Bereavement: Up to 3 days of paid leave (additional time may be available under PFML)
Paid Family Medical Leave (PFML): The state-administered PFML fund provides qualified employees with the following maximum leave amounts per calendar year: (a) up to 12 weeks of paid family or medical leave, (b) up to 16 weeks of leave when family and medical leave are used in combination, and (c) an additional two weeks of leave due to pregnancy complications, (d) up to 7 days bereavement leave.
Jury Duty Leave: Up to 5 paid days
Military Leave: Up to 21 days of paid leave during a one-year period.
*Certain eligibility requirements apply
** applicable if the employee is not eligible for Paid Family Medical Leave
Los Angeles County and San Francisco Resident applicants, additional information
EQUAL OPPORTUNITY EMPLOYER
RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply. (Countsy is an RGP Company)