Sr. Manager, Equity Administration

Job Description

This role will manage a small team plus our vendor relationships. You will serve as a subject matter expert on all things equity, leveraging best practice knowledge, equity platforms, financial reporting, and employee experience. Deep expertise in equity compensation, processes, and systems is required.

Responsibilities

• Manage and ensure execution of all aspects of the employee long-term incentive plans (Stock Options, RSUs, PSUs, ESPP), including the complete cycle of grant, vest/lapse, and tax withholding processes.
• Administer equity compliance with plan documents, award agreements, and regulatory requirements (e.g., Section 16 filings).
• Manage the equity platform (Currently utilizing Charles Schwab) and work with the team to ensure that all equity transactions and data are complete, accurate, and properly reconciled.
• Provide exceptional customer service and issue-resolution support to employees and executives regarding their equity inquiries.
• Collaborate on the development and delivery of employee and executive-level educational materials and resources.
• Develop and implement continuous process improvements, including automation projects, for all equity administration and related executive compensation processes.
• Serve as the subject matter expert within our equity systems, ensuring optimal configuration and utilization.
• Support HR colleagues and external auditors in all employee and executive equity matters, including data requests and complex reporting.
• Collaborate with external auditors, tax advisors, and legal counsel on quarterly and year-end activities, regulatory filings, internal controls (SOX), and documented procedures.

Qualifications

• A bachelor's degree in finance, accounting, legal, or a related discipline, or an active Certified Equity Professional (CEP) certification is highly preferred.
• 10+ years of relevant experience managing an equity administration team. Demonstrated experience with administering complex executive awards (e.g., PSUs, performance-vesting options) and handling executive transactions.
• Proven experience with company equity ownership and the full cycle of equity transactions in a publicly traded company environment.
• Excellent written and oral communication skills, with a proven ability to effectively explain complex and sensitive executive compensation issues to various audiences, including senior leadership.
• Meticulous attention to detail, a passionate approach to diving into the "fine print," and an interest in continuous learning and acquiring new skills.
• Strong proficiency with Google Suite, Advanced Excel (pivot tables, VLOOKUPs), and document management/e-signature tools.
• You are an easy-going, unpretentious team player with a strong sense of urgency and ownership.