Equity Client Service Manager

Management Level

• 100% remote must be located in Arizona, Colorado, Nevada, or Utah

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ US is a leading provider of ownership data management, analytics, and advisory services to public and private companies, corporate issuers, and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions, and bankruptcy claims administration services. Affiliates include D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc.

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EQ's vision is to be the leading global share registrar, offering complementary services to its client base. Our values—TRUSTED, COMMERCIAL, COLLABORATIVE, and IMPROVE—are the core foundations of our success. There has never been a better time to join EQ.

Role Summary

The Stock Plans Service Manager will support the daily administration for a portfolio of Equity Compensation Services Clients. This role offers exposure to top-tier domestic and global clients in a fast-paced, high-growth environment. Every day presents opportunities to optimize clients' service and efficiency within their plans administration.

Core Duties / Responsibilities

• Support transactional workflows for Equity Plans, including grants, exercises, releases, and purchases
• Document client procedures
• Maintain client service levels
• Liaise with brokers and transfer agents
• Project manage client initiatives
• Act as an ambassador for our products and services in the marketplace

Skills, Capabilities, and Attributes

• Post-secondary diploma or degree in Commerce, Business, or a related field preferred
• 3+ years in the Equity Administration Industry
• Certified Equity Professional (CEP) certification preferred; willingness to obtain within two years required
• Experience with the Equitrax stock administration platform preferred but not required
• Experience with Transfer Agents and Employee Plans
• Strong analytical, problem-solving skills, and attention to detail
• Ability to thrive in a fast-paced, evolving environment with ongoing learning opportunities
• Excellent client-facing and relationship management skills, including handling client calls and tracking issues
• Proficiency in reading, writing, and speaking English
• Willingness to travel as needed
• Ability to work extended hours when necessary

Compensation

• $68,000 - $110,000

Equal Opportunity Statement

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