Senior Implementation Consultant – Stock Plan Services
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Job Description
Stock plan implementation consultant onboarding clients onto Empower’s equity administration platform. Managing data conversion, system configuration, broker coordination, and client training.
Responsibilities:
- Provide input to work planning and timelines for new client implementation
- Communicate with clients to resolve data-related questions
- Perform data conversion and import work, including quality review of stock plan-specific data and equity plan scenarios
- Configure the Empower Stock Plan Services database, including plans, vesting and termination schedules, and participant and broker portal settings
- Coordinate with internal and external broker-dealer teams on brokerage configuration, account setup, and initial share balances
- Participate in client implementation communications and calls
- Design and document implementation processes
- Develop client training plans and materials
- Train new clients on stock plan system functionality
- Complete implementation checklists
- Oversee adherence to ESPS Data Classification and Information Handling Procedures
Requirements:
- Bachelor’s degree in business, finance, computer science, or related field or equivalent experience
- 3 to 5 years of experience with equity or stock plan administration systems strongly preferred
- Strong skills in data analysis, conversion, and validation
- Knowledge of financial transactions, cap tables, and equity compensation concepts
- Proficiency with database configuration and system setup
- Excellent communication skills, including ability to train clients and explain technical concepts clearly
- Strong attention to detail and ability to manage multiple client implementations simultaneously
- Proficiency in Microsoft Excel and other data management tools
- Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT
- Reliable high-speed internet with a wired connection and a suitable home work environment
Benefits:
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) open to all
- Flexible work environment
- Reliable high-speed internet with a wired connection and a suitable home workspace; necessary computer equipment provided
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