Equity Client Service Manager

Role Summary

The Stock Plans Service Manager will support the daily administration for a portfolio of Equity Compensation Services Clients. This role will give you exposure to top tier domestic and global clients in a fast paced and high growth oriented business unit. Every day will provide you the opportunity to optimize the clients' service and efficiency within their plans administration.

Remote position note: This is a remote position but candidates must reside in Arizona, Colorado, Nevada or Utah to ensure proximity to our client base and occasional in-person meetings or events.

• Support transactional workflows for Equity Plans including; grants, exercises, releases & purchases
• Document client procedures
• Maintain client service levels
• Liaison with brokers and transfer agents
• Project manage client initiatives
• Be an ambassador to the marketplace for our products and services

The successful candidate will demonstrate the following experience, skills and behaviors:

• Post-secondary diploma or degree in Commerce, Business or similar area of focus is preferred
• 3+ years in the Equity Administration Industry
• Certified Equity Professional (CEP) certification is preferred; successful candidate must be willing to obtain designation within two years
• Expertise utilizing the Equitrax stock administration platform preferred but not required
• Experience in Transfer Agents and Employee Plans
• Demonstrated analytical, problem-solving skills, and strong attention to detail
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
• Strong client facing and relationship skills including management of client calls, tracking client issues and overall stock plans administration
• Must be able to effectively read, write and speak English
• May require the need to travel to other locations
• Willing and able to work extended hours as needed

• $68,000 - $100,000 + Merit

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.