Senior Equity Compensation Consultant

As an equity compensation consultant, you can work with a variety of companies in administering and managing their employee stock option, stock purchase, and restricted stock programs.  Responsibilities range from day-to-day operational administration to complex analysis of client needs, project management, and guidance with high-level equity compensation issues.

DIVISION/TEAM AND REPORTING MANAGER: People Solutions and Director, People Solutions

TARGET SALARY RANGE: Based on experience

EMPLOYMENT STATUS (F/T or P/T, Exempt or Non-exempt): F/T or P/T, Hourly Non-Exempt

BENEFITS ELIGIBILITY: Full benefits, paid time off, and holiday pay

BASE LOCATION: Determined by Client needs



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • You will be performing high-level day-to-day stock administration operations and managing the activities for a range of equity offerings, including RSUs, RSAs, stock options, ISOs, NQs, ESPPs, and performance shares
  • Reviewing policies and procedures: evaluating, recommending, implementing, documenting
  • You will be resolving and researching high-end problems
  • Actively coordinating the of process and decision with other internal departments (HR, Payroll, Tax, Legal), vendors, as well as other external relationships
  • Financial reporting generation and customization
  • You will be responsible for Section 16 tracking, reporting, compliance: expertise in Forms 3, 4 & 5
  • Managing basic international stock plans
  • Developing and deploying employee communications
  • You will be responsible for Securities laws issues: Rule 701, Rule 144 (in relation to acquisitions, private companies, executives)
  • Working with private company services (shareholder tracking, capitalization tables, IPO transitioning)
  • Ability to work independently with minimal supervision
  • Understanding and analyzing client’s business requirements at micro as well as macro levels and making recommendations as needed
  • Reviewing various types of client documentation, compiling summaries, and evaluating information to identifying key issues
  • Preparing written materials and finalizing deliverables to client
  • Working closely with detailed project work scopes, timelines, and deliverables based on client requirements
  • Managing multiple projects simultaneously
  • Assisting with special projects, and various ad hoc assignments


  • Bachelor’s degree or equivalent, MBA desired
  • Four to eight years experience in corporate stock administration with a strong understanding of business, regulatory, and technical requirements at an operational and potentially strategic levels; experience on the vendor side a plus
  • Strong industry knowledge, including major trends and services offered by specific resources in the marketplace
  • Excellent writing skills, including grammar, spelling, and presentation (samples of work requested)
  • Strong organization, attention to detail, verbal and written communications, and interpersonal skills
  • Able to manage multiple tasks and deadlines effectively and efficiently and follow project workscopes, timelines, and deliverables
  • Flexibility to work a non-standard work schedule and adapt to changing requirements in mid-project lifecycle
  • Proficient with MS Office applications (Word, Access, PowerPoint, and Project) and expertise in a minimum of one equity plan platform
  • Expert in MS Excel
  • Experience in equity related field, such Finance, Accounting, Taxation, Legal, or HR
  • CEP Level III desired

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