Santa Clara University

Job Bank Listings

Below is a list of current job openings that require the CEP designation or successful completion of at least one of the three CEP Institute courses.

To post a job opening, please click here.

View current job listings in alphabetical order by company name.
View current job listings in chronological order by date posted.

Alphabetical Listings

Last Update: April 16, 2015

Posted Date Listing

Solium

Position: Relationship Manager
Location: Mission Viejo, CA

Located in Mission Viejo, CA and reporting into the Vice-President, Partnerships & Channel Relationships, you will be responsible for overseeing, servicing, cultivating and growing existing channel partner client relationships toward mutual partnership and success.Acting as the main point of contact for designated channel partner clients, you will interact with all departments within Solium to ensure that client expectations are met, satisfaction levels are maintained.

Responsibilities:

  • Proactively strive to build "partnership" style relationships focusing on integration at all levels. Interacts with various individuals at the client to solve problems, build strong partnerships, and uncover new opportunities
  • Maintain relationship with senior client contacts across an organization including, but not limited to, corporate secretarial, Finance, Human Resources Compensation and Legal subject matter experts
  • Maintain relationships with senior partner staff including financial advisors, brokerage support teams and broker product support representatives. 
  • Ensure client satisfaction levels are maintained and increased appropriately
  • Relative to services sold, conduct ongoing needs analysis to determine appropriate services to meet client requirements;strive to uncover new business opportunities
  • Keep client apprised of new product functionality that may be relevant to the client and their plan administration through Shareworks
  • Foster client loyalty through Solium's standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, onsite client meetings
  • Understand and interpret Solium contracts and any client exceptions to Solium standards with respect to pricing, plan management or service level commitments
  • Trouble shoot ad hoc client queries utilizing the Solium Shareworks™application
  • Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required
  • Prepare specifications/gap analysis documents for client requests related to new functionality.
  • Mentor colleagues with respect to client interaction, communication tactics and positioning strategies
  • Completes account reviews with the Manager, Account Management
  • Participate in, and support, client training events as required
  • Remain current with new industry developments to interpret impact on client plans
Qualifications: 
  • Undergraduate degree or equivalent work experience in Business, Commerce or similar area of expertise;MBA is considered an asset
  • 5+ years experience in Relationship Management, Account Management, Client Services, or Sales role, preferably working in the equity or share plan industry, including group and retirement plans.
  • Successful completion of CEP designation is a definite asset
  • Demonstrated excellence in customer service, including proven ability to become a 'trusted advisor' with senior members of client organizations
  • Excellent written and oral communication and presentation skills, particularly in conversation with executive-level decision makers
  • Proven, superior problem solving skills and abilities, including the ability to make sound decisions and find viable solutions under tight timelines and in ambiguous circumstances
  • Project management experience would be an asset;formal Project Management education is not a requirement
  • Demonstrated success with explaining complex issues or topics to non-expert team members &customers
  • Fluency in spoken and written English is a must;fluency in other languages considered an asset
  • Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
  • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
  • Ability to travel up to 50% of time

To apply, send a cover letter and resume to careers@solium.com.

Posted: April 8, 2015


Solium

Position: Client Services Manager
Location: Shelton, CT

Located in Shelton, CT and reporting to the Vice President, Partnerships &Channel relationships, the Client Services Manager-Channel Partners, Western US is responsible for building and nurturing strong relationships with HR professionals, senior financial staff, high-level payroll/benefits and partner financial advisor contacts on Solium channel partner accounts. You will apply your extensive knowledge of Solium products, in addition to strong customer service and communication skills. 

Responsibilities:
  • Delivering optimum service to our customers, including client account administration and providing responses to customer inquiries by phone as required
  • Being attentive to client needs and requests meanwhile, demonstrating effective prioritization, time management skills and escalating when appropriate
  • Managing the administration of share purchase plans, stock options and awards for specific client groups
  • Developing and maintaining long-term client relationships, including
  • Effectively documenting and maintaining client processes
  • Processing timely and accurate data updates, data manipulation and data management by writing to the database per client instruction
  • Proactively participating in ongoing training to expand your own knowledge base
  • Tracking open issues and escalating internally as appropriate
  • Identifying errors and potential issues and working collectively with other team members and internal stakeholders to find solutions
  • Understanding financial reporting and administrative reports
  • Actively managing customer expectations to ensure maximum satisfaction with Solium's products and services
  • Working in a team environment, including interacting with Relationship Management team on on customer issues and taking responsibility for client satisfaction
Qualifications:
  • Post-secondary diploma or degree is required
  • 3+ years customer service and operational experience;experience in a B2B environment is preferred
  • Successful completion of CEP designation is a definite asset
  • Self-motivated with the ability to effectively manage multiple tasks against tight deadlines
  • Demonstrated ability to prioritize and multi-task, including escalating when appropriate
  • Fluency in written and spoken English is a must
  • Strong analytical, problem solving skills, and proven attention to detail
  • Successful completion of Certified Equity Professional (CEP) program would be an asset
  • Ability to apply your entrepreneurial, innovative mindset to assist in the development and improvement of internal and external processes
  • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
  • Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word

To apply, send a cover letter and resume to careers@solium.com.

Posted: April 8, 2015


Upland

Position: Stock Plan Administrator
Location: Austin, TX

As our Stock Plan Administrator, you will take charge of our equity programs, improve processes and be a resource for the entire company. You will be responsible for the overall administration of Upland’s stock-based compensation plans (including options and restricted stock) and coordinating with Finance, Legal and Human Resources to ensure accurate processing, reporting and disclosure of employee stock transactions. 

Responsibilities:
  • Administer the company's equity program and maintain daily record keeping of equity data using the company's equity administration platform, Certent (f/k/a/ EASi)
  • Ensure all participant equity plan transactions are correctly processed and settled in a timely manner
  • Assist with the administration of 10b5-1 plans and maintain insider trading status listings internally and with outside vendors
  • Prepare Section 16 filings (Form 3, 4, & 5)
  • Work with external auditors and the Finance team for quarterly review, year-end audits, and Sarbanes-Oxley audits of procedures and controls as needed
  • Assist with the development of employee education and reference materials
  • Serve as the direct point of contact for employees regarding all aspects of equity compensation and facilitating employee questions and issue
Qualifications:
  • Energy and Enthusiasm. Positive, self-directed work style and thrive in a fast paced environment
  • Data Rock Star. You are a master with Excel.
  • 1+ years of experience as a paralegal, equity professional or equivalant. within a corporation or law firm. Completion of Certified Equity Professional (CEP) Level I or higher and experience with Certent (f/k/a EASi), our equity administrator platform, in both private and public companies are a huge plus. 
  • Must be detail-oriented and the ability to work with cross-functional teams (i.e. Finance, Legal, and Human Resources)
  • Domain. Working knowledge of ISO, NQs, and RSU equity vehicles.

We offer a casual and collaborative work environment, a generous benefits package and significant growth opportunities. Upland is publicly traded software company based in Austin, TX with offices in the US, Canada and the UK.

Contact Sandy Cartwright for more information,  scartwright@uplandsoftware.com. 

Posted: March 17, 2015

Randstad

Position: Manager of Equity Compensation
Location: Greensboro / Winston-Salem, North Carolina

I am recruiting a high level Equity Compensation professional for a client in the Greensboro/Winston Salem area in North Carolina. My client is a multi-billion dollar manufacturer that will relocate you and your family. Relo packages are very strong if you rent and have a lease months out OR if you are a home owner. Compensation range varies in regards to experience and knowledge. Must have global experience. If you are not interested, do you know of anyone that may be? - I pay referral fees!

Responsibilities:
  • Monitor and approve data changes for executive participants to ensure proper administration of executive, base, variable, and equity compensation programs
  • Accountable for the long-term incentive operations including daily stock plan administration, global equity compliance, award tracking, executive communication, payouts determination and outside vendor relationship 
  • Provide analytical and administrative support on a year-round basis with high emphasis during the year-end process, for Board of Directors Compensation Committee presentations and for the annual proxy season
  • Interface with business partners in multiple functional areas, including Legal and HR leadership
  • Lead or assist with compensation projects as assigned
  • Keep current on industry trends and reports findings on emerging executive compensation issues and identifies opportunities for improvement 
  • Interface with corporate finance and accounting to ensure full compliance with accounting, financial reporting, and audit practices 
Qualifications:
  • CEP Designation, level one or higher
To Apply: Contact me at Taylor.roy@randstadusa.com with your resume and a good time and phone to reach you!

Posted: April 8, 2015



Position: Senior Corporate Paralegal and Stock Plan Administrator
Location: Santa Clara, CA

DataStax delivers Apache Cassandra™in a database platform purpose built for the performance and availability demands of IOT, web, and mobile applications, giving enterprises a secure always-on database that remains operationally simple when scaled in a single datacenter or across multiple datacenters and clouds. To support our company's significant growth we will be adding a Stock Plan Administrator and Senior Corporate Paralegal to our in-house legal team. Opportunity: This position will be based in our Santa Clara, CA headquarters and report to the General Counsel. While this role will include broad responsibilities applicants must have experience in the administration of corporate stock plans at a publicly traded company or at a law firm that performs stock administration for its clients.

Responsibilities:
  • Own and manage stock administration for our employees and investors
  • Manage the process around approval and communication of employee stock option grants
  • Prepare stock reports for senior management and major investors
  • Conduct employee training on the company's stock option program
  • Assist with the preparation of materials and minutes for meetings of our Board of Directors and its committees, including drafting unanimous written consents and maintaining corporate records
  • Perform corporate entity administration duties including documenting board and shareholder actions for our domestic and foreign subsidiaries, completing and filing annual reports, and obtaining government permits and licenses
  • Assist in due diligence and other corporate matters in connection with potential acquisitions
Qualifications:
  • 2+ years of Stock Administration experience, preferably with a leading law firm or in-house at a publicly traded company. Experience with corporate paralegal responsibilities and/or global equity compensation awards highly preferred
  • Detail-oriented and supremely organized
  • Excellent interpersonal and communications skills.
  • Able to practice effective time management and prioritization
  • Courage to take initiative, address problems, and make continuous process improvements
  • Willing to work on a broad variety of legal and corporate matters
  • Commitment to professionalism and personal growth
  • CEP Designation highly desirable

Posted: April 8, 2015



Position: Stock Plan Administrator
Location: Palo Alto, CA

What you'll be doing… As our Stock Plan Administrator, you will take charge of our equity programs, improve processes and be a resource for the entire company.

Responsibilities:
  • Administer the company's global equity programs and maintain daily record keeping of equity data using the company's equity administration platform
  • Ensure all participant equity plan transactions are correctly processed and settled in a timely manner
  • Assist with the administration of 10b5-1 plans and maintain insider trading status listings internally and with outside vendors
  • Prepare Section 16 filings (Form 3,4 &5)
  • Assist with roll-out of stock plans to new countries and ensure regulatory compliance (tax, securities laws and other applicable rules and regulations)
  • Work with internal and external auditors and the Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley audits of procedures and controls as needed
  • Assist with the development of employee education and reference materials; maintain and update the internal employee intranet
  • Serve as the direct point of contact for employees regarding all aspects of equity compensation and facilitating employee questions and issue
Qualifications:
  • Energy and Enthusiasm. Positive, self-directed work style and thrive in a fast paced environment
  • Data Rock Star. You are a master with Excel
  • Experienced. 1+ years of experience as a paralegal, equity professional or equivalent within a corporation or law firm. International equity experience preferred, CEP (Level I or higher) and experience with different equity platforms in both private and public companies are a huge plus
  • Detail oriented. Superior written and verbal communication and attention to detail
  • Domain. Working knowledge of ISO, NQs, RSU and ESPP equity vehicles

Posted: March 30, 2015



Position: Practice Lead - Advanced Data Solutions
Location: Menlo Park, CA

E*TRADE Financial Corporation, the online investing &trading pioneer, with 4.8 million total accounts and approximately $290 billion in customer assets, is continuing to reinvent the online trading industry. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career. 

The Practice Leader is expected to be an industry or Subject Matter Expert, presenting at conferences and client meetings on equity compensation and E*TRADE's tools and services. The Practice Leader is an industry expert and will work on becoming a leading voice in the marketplace regarding stock plan participant communications. Practice Leader does not provide accounting, tax or legal advice as part of the consulting services that his or her team provides. Practice Leader is PROHIBITED from providing investment advice to clients including sharing their opinion on specific securities. The location for this position is flexible, (Alpharetta/Menlo/Sandy UT)

Responsibilities:
  • Support Corporate Service Organization in providing a clear, compelling and articulate explanation of our data solution services to prospective and/or existing clients to close new business and increase E*TRADE's market share.
  • Develop and maintain strong working relationships with key business decision makers.
  • Develop key industry contacts that will assist in building effective relationships and support the close of sales or strengthen existing client relationships.
  • Help identify data solution service to meet client needs, define methodologies and best practices to deliver those solutions, and participate in industry events as a subject matter expert.
  • Partner with Relationship Management to sell data solution services to corporate clients.
  • Drive and execute the strategy to increase the data solution service offerings and grow the overall data solutions practice.
  • Hire, train and develop a team of data solutions managers to support the delivery of data solutions projects.
Qualifications:
  • Experience working within the financial services industry.
  • Understanding of stock plan administration needs, corporate actions and the challenges related to delivering effective data solution services.
  • Track record of executing strategic solutions and developing strong client relationships.
  • Strong analytical skills and problem-solving abilities. Excellent verbal and written communication skills.
  • Ability to think strategically and have creative problem-solving skills.
  • Proven ability to influence cross-functional teams without formal authority.
  • Proven business development, client engagement, and project leadership skills.
  • Record of winning client engagements and ability to increase managed relationships.
  • 10+ years of relevant industry experience, or equity compensation provider.
  • A Bachelor's degree with concentration in business administration. 
  • A CEP certification or MBA degree are a plus.
To Apply: Contact Derrick Green at Derrick.Green@etrade.com

Posted: March 30, 2015



Position: Client Service Manager
Location: Tempe, AZ

Solium is fulfilling a vision of becoming the global leader in equity-based (stock) incentive and share purchase savings plan management. We specialize in the delivery of complete web-based services for the full lifecycle of equity-based incentive and savings plans. Through our technically advanced Solium Shareworks™platform, Solium is setting the industry's service standard for the administration and execution of all types of equity-based incentives and savings plans. Why work at Solium? Solium is a fast growing company where every member of our team is important to our success. If you have an unfailing commitment to excellence, alignment to customer interests, and strong problem-solving skills, Solium would welcome your contribution to our enthusiastic team. We reward our people with a competitive compensation and benefits package. We currently have a full-time, permanent opportunity for a: Client Services Manager –Large Markets Located in Tempe, AZ and reporting to the Manager, Client Services –Large Markets, the Client Services Manager is responsible for building and nurturing strong relationships with HR professionals, senior financial staff, and high-level payroll/benefits contacts on Solium enterprise accounts. You will apply your extensive knowledge of Solium products, in addition to strong customer service and communication skills.

Responsibilities:
  • Delivering optimum service to our customers, including corporate client account administration and providing responses to customer inquiries by phone as required
  • Being attentive to client needs and requests meanwhile, demonstrating effective prioritization, time management skills and escalating when appropriate
  • Managing the administration of share purchase plans, stock options and awards for specific client groups
  • Developing and maintaining long-term client relationships
  • Effectively documenting and maintaining client processes
  • Processing timely and accurate data updates, data manipulation and data management by writing to the database per client instruction
  • Proactively participating in ongoing training to expand your own knowledge base
  • Tracking open issues and escalating internally as appropriate
  • Identifying errors and potential issues and working collectively with other team members and internal stakeholders to find solutions
  • Understanding financial reporting and administrative reports
  • Actively managing customer expectations to ensure maximum satisfaction with Solium's products and services
  • Working in a team environment, including interacting with Relationship Management team on on customer issues and taking responsibility for client satisfaction
Qualifications:
  • Post-secondary diploma or degree is required
  • 3+ years customer service and operational experience;experience in a B2B environment is preferred
  • Self-motivated with the ability to effectively manage multiple tasks against tight deadlines
  • Demonstrated ability to prioritize and multi-task, including escalating when appropriate
  • Fluency in written and spoken English is a must
  • Strong analytical, problem solving skills, and proven attention to detail
  • Successful completion of Certified Equity Professional (CEP) program would be an asset
  • Ability to apply your entrepreneurial, innovative mindset to assist in the development and improvement of internal and external processes
  • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
  • Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
To Apply: Send a cover letter and resume to careers@solium.com and the application deadline is March 29, 2015.  While we thank all applicants for their interest in a career with Solium, please note that only those individuals selected for an interview will be contacted.

Posted: March 25, 2015



Position: Account Manager
Location: San Francisco / Mountain View, CA

Equity Compensation Startup - eShares - https://esharesinc.com/ You are a slayer of Excel spreadsheets. You are highly organized and obsessive with details. You can digest large data sets and communicate them in a simplified manner. You are comfortable working with legal professionals and C-level executives. Your job will be to work with our diverse client set and provide impeccable customer service throughout the onboarding process. You will be part of the first contact with our clients and the experience you provide will directly impact the success of the Client Services team. This role will allow you to become an expert user of the eShares platform while gaining an in-depth understanding of the client onboarding process. We are looking for tireless learners that thrive in a collaborative and team environment.

Qualifications:
  • Successful completion of CEP level 1 exam and willingness to finish CEP program within 18 months of hire
  • Bachelors Degree in Business, Finance, Accounting, Economics or related field
  • Juggle multiple projects while delivering on individual tasks
  • Team player that can excel in a cross functional atmosphere
  • Superior written and verbal communication and attention to detail
  • Desire to become an domain expert in equity compensation
  • Comfortable reviewing legal documents and extracting pertinent information 
To Apply: Contact Zibbie Nwokah at zibbie@esharesinc.com

Posted: March 17, 2015



Position: Senior Compensation Analyst
Location: Philadelphia, PA

Responsibilities:
  • Provides high level compensation support to assigned sector to provide job analysis, job description review, position evaluation, and market pricing to ensure internal consistency and external competitiveness for salaried and hourly employees
  • Provides interpretation of policies and procedures as they relate to compensation and recommends solutions to problems or issues not covered by established practices
  • Coordinates and facilitates the merit increase cycle and validates information containing merit increase recommendations
  • Generates summary reports at the end of the merit increase cycle for management review; generates analytics for use by management to assist with compensation management decisions
  • Participates in the design, modeling and administration of variable incentives and the Management Incentive Bonus Plan, Front Line Manager, sales incentive plans, and other reward and recognition programs
  • Evaluates new positions using established evaluation system and determines grade assignments
  • Partners with external vendors to participate in a variety of compensation surveys. Collects and analyzes information on Company’s competitive position to the external market
  • Other special compensation related projects as assigned
Qualifications:
  • Bachelor's Degree, preferably in Finance, Accounting or in Human Resources required
  • 5-7 years of Compensation, Human Resources, or Finance experience required
  • Sales incentive plan design and administration experience required
  • Executive Compensation experience strongly preferred
  • Ability to perform complicated financial analysis and modeling related to the compensation program
  • Ability to communicate professionally with all levels in the organization
  • Must be able to work with highly sensitive and confidential information
  • Ability to work in a fast-paced environment performing multiple tasks
  • Strong skills in Excel and relational databases (i.e., Access, SQL, etc.) required
To Apply: Please send your resumes to resumes@scconsultingllp.com

Posted: March 16, 2015


Position: Analyst, Equity Administration
Location: San Francisco, CA

Lending Club utilizes technology and innovation to reduce the cost of lending to offer borrowers better rates and investors better returns. Over $2.5 billion in personal loans have been issued through the Lending Club platform, which has more than doubled annual loan volume each year since launching in 2007. The Company has been prominently recognized as a leader for its growth and innovation, including being named one of Forbes’ America’s Most Promising Companies in 2011 and 2012, a 2012 World Economic Forum Technology Pioneer, and one of The World’s 10 Most Innovative Companies in Finance by Fast Company in 2013. Lending Club is based in San Francisco, California. More information is available at: http://www.lendingclub.com.

Responsibilities:
  • Daily trade processing activities for stock options (ISOs/NQSOs) and other potential equity vehicles
  • Work with data imports/exports into our recordkeeping system
  • Assist with year-end activities (conducting year-end audits, etc.)
  • Maintain department’s operational controls/integrity of data in recordkeeping system and gathering information for regular audits
  • Serve as one of the points of contact for employee issues; respond to employee questions covering the Company’s equity programs; manage team inbox
  • Collaborate on rollouts of equity programs • Participate in various efficiency projects
  • Provide excellent customer service to internal business partners and employees – customer fixation is very key for the success of this role
  • Additional projects as assigned. 
Requirements:
  • 2 to 4 years minimum experience with Equity Administration processing for a publicly traded company
  • Bachelor’s Degree required; CEP certification a plus, Level I minimum requirement to apply
  • Strong knowledge of MS applications (Word, PowerPoint and particularly Excel is a must!)
  • Strong interpersonal, written and verbal communication skills
  • Successful candidate will be solutions oriented and very flexible to adapt
  • Able to meet strict deadlines; must be organized and able to multi-task; high level of attention to detail required
  • Ability to communicate tactfully, directly and with a high degree of integrity
  • Motivated/self starter with the ability to work both independently and as a team player
To Apply: Please visit http://hire.jobvite.com/m?3dvb6hwL

Posted: March 5, 2015



Position: Stock Administrator
Location: Redwood Shores

Our client is looking for a stellar Stock Administrator to join the legal team, located at corporate HQ in Redwood Shores, CA. Our client is pioneering the third pillar of enterprise security, fills the gaps in endpoint and network security by directly protecting high-value applications and data assets in physical and virtual data centers. With an integrated security platform built specifically for modern threats, their data center security provides the visibility and control needed to neutralize attack, theft, and fraud from inside and outside; to mitigate risk; and to streamline compliance. In this role, the Stock Administrator will report to the General Counsel and will manage all aspects of equity plan administration. This role will work closely with all facets of our organization to lead the administration and reporting of the company’s equity plans as it continues to expand within the US and internationally. The ideal candidate will enhance and further develop the organization’s policies and procedures as they relate to the equity plan administration and will help ensure compliance. Responsibilities: The Stock Administrator will administer the company’s equity based compensation programs, and will represent the program both internally and externally. The role will be responsible for all required tracking and reporting associated with the program.

Responsibilities:
  • Administer company’s equity programs (options, RSUs, restricted stock awards and ESPP) including the processing all US domestic and international employee stock transactions.
  • Ensure all participant equity plan transactions (grants, exercises, releases, forfeitures, etc.) are correctly processed and settled in a timely manner.
  • Maintain the company’s stock data.
  • Work closely with legal and finance to address any issues or changes to the equity plans and related administration processes.
  • Act as an Equity Administration resource to participants, internal and external business partners, providing them with complete and accurate information.
  • Work closely with finance for accurate reporting.
  • Work with the General Counsel to administer the Insider Trading Policy, Trading Windows, Pre-clearance Program and 10b5-1 plans.
  • Communicate with local payroll entities to ensure proper tax withholding, accounting and compliance.
  • Perform routine audits to ensure that all data (grants, exercises, releases, forfeitures, etc.) have been processed timely and correctly.
  • Help maintain and improve SOX and process-related controls.
  • Reconcile shares related to stock plan transactions on a monthly, quarterly and annual basis with Finance, the transfer agent and brokers, including audit of plan reserve balances.
Requirements:
  • Bachelor's Degree (BA/BS) from four-year college or university.
  • 5 years+ experience of increasing responsibility in Equity Administration for a global and multi-state organization.
  • Experience with the preparation and filing of Section 16 Forms 3, 4 & 5 and Schedules 13G.
  • Experienced in all regulatory aspects of equity administration and understanding of equity administration marketplace trends and knowledge of industry best practices.
  • Ability to take ownership of projects and drive them through to completion. • Adept at creating practical solutions to daily business challenges.
  • Excellent knowledge of Sarbanes-Oxley requirements including the ability to assess, develop and implement internal controls.
  • Must be able to interact effectively with all levels. • Ability to work independently and as a team player.
  • Strong analytical and organizational skills. • Excellent attention to detail, communication and follow up skills.
  • Experience with stock administration for employees in Israel, including experience with interacting with the local trustee a plus.
  • CEP designation preferred. Minimum completion of CEP Program – Level 2 or equivalent experience considered.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or national origin.

To Apply: Please submit resumes to anne@beyerkelley.com

Posted: March 3, 2015



Position: Senior Stock Administrator
Location: San Mateo, CA

The SolarCity team is smart, dedicated to our clients, open minded, fun, and composed of the solar and renewable energy industry’s best talent. If you want to join a rapidly growing, award-winning company with plenty of opportunities for upward mobility, we invite you to apply to SolarCity.

Job Description:

The Senior Stock Administrator will partner with the Manager, Stock Administration to administer SolarCity’s equity incentive programs. Our equity programs currently include Restricted Stock Units, Stock Options (ISO/NQs), Performance Options and Performance Units. 

Responsibilities:
  • Work independently with little or no supervision
  • Manage accurate database of equity data using industry-standard stock administration software platforms
  • Fully responsible for processing new equity grant issuances
  • Drive restricted stock unit releases
  • Oversee Performance Option/Unit programs
  • Take ownership of daily, monthly, quarterly and yearly reconciliation of data between HR, Payroll, transfer agent, broker and stock administration software
  • Reconcile large volumes of data using advanced MS Excel functionality
  • Partner with internal and external auditors and Finance team for quarterly reviews, year-end audits, and Sarbanes-Oxley (“SOX”) audits and testing of procedures and controls
  • Oversee recurrent and ad-hoc equity reporting for multiple internal and external corporate partners (e.g., HR, Payroll, Tax, Finance, etc.)
  • Partner closely with Legal, Finance, Payroll, HR and external vendors to ensure successful equity programs
  • Provide excellent customer service to equity participants at all levels and to partners across departments
  • Prioritize and satisfy multiple inquiries from equity participants via email and phone
  • Prepare and deliver econtent for employee education
  • Manage/lead other projects and business initiatives as requested by the Manager, Stock Administration and Legal team
Qualifications:
  • B.A or B.S Degree required with an emphasis in Finance or Business Administration required
  • A minimum of 5 years as a stock administrator for a public company required
  • Completion of Certified Equity Professional (CEP) Exam Level I or higher
  • Corporate Securities Paralegal Certification desirable but not required
  • Solid understanding of equity awards and public company equity programs
  • Advanced operating knowledge of industry stock administration and financial reporting software platforms
  • Experience with Sarbanes-Oxley testing and responding to complex auditor requests for data
  • Knowledge of U.S. federal and state taxation relating to equity compensation
  • Excellent organizational and analytic skills
  • Excellent written and verbal communication skills required
  • Excellent customer service skills required
  • Demonstrated professionalism, reliability, flexibility, attention to detail, and ability to maintain strict privacy of confidential data
  • Proven MS Excel skills (Excel skills will be tested during interviewing process) and proficiency in all other MS Office applications including Word, Outlook, and PowerPoint
  • Must be able to successfully pass a pre-employment background screen

Posted: February 19, 2015


Position: Senior Stock Administration Analyst
Location: San Jose, CA

Reporting to the Director of External Reporting and Technical Accounting, the Sr. Stock Administration Analyst is responsible for assisting with the overall administration of Adobe’s stock-based compensation plans (including options, time-based and performance-based restricted stock, and ESPP) and coordinating with Finance, Legal and Human Resources to ensure accurate processing, reporting and disclosure of employee stock transactions. 

Qualifications:
  • CEP designation, Level 3 certification preferred or in the process of completing
  • Minimum 5-7 years of progressive stock administration experience required. Stock Administration experience in a public corporation preferred
  • Must be detail-oriented, have a proactive approach and the ability to work with cross-functional teams (i.e. Finance, Legal and Human Resources)
  • Ability to effectively prioritize tasks and manage critical deadlines
  • Ability to work in a team environment; strong interpersonal skills
  • Strong analytical and problem resolution skills with a very high level of customer satisfaction
  • Self-motivated, strong work ethics and able to work independently with minimal supervision
  • Strong English verbal and written communication skills
  • Ability to work with various levels of management and handle confidential data

Posted: February 19, 2015

Gilead Sciences

Position: Senior Stock Administration Analyst
Location: Foster City, CA

Gilead Sciences, Inc., a biotechnology company located in Foster City, CA, is seeking a Senior Stock Administration Analyst to join the Stock Plan Services team. Gilead offers broad based equity to employees located in more than 30 countries. Candidate must be able to work in a fast paced and high growth environment.

Operations excellence is one of Gilead’s key corporate goals. A major responsibility of the incumbent is to identify process improvement opportunities as well as drive implementation of these initiatives. The incumbent will actively participate in on-going process improvement initiatives either as a project lead or a key stakeholder in cross functional projects.

Responsibilities:
  • Maintaining stock administration system currency
  • Conducting database audits to ensure data integrity
  • Performing functions relating to option trades, RSU releases and ESPP purchases
  • Supporting financial and SEC reporting
  • New hire equity plans training
  • Projects as assigned 
Qualifications:
  • Bachelor degree in a business related field
  • Certified Equity Professional (CEP) Level III
  • 6+ years of stock administration experience in a global public company
  • Excellent written/verbal communication skills
  • Proficiency in Excel and PowerPoint
  • Demonstrated experience in administering global equity plans in a large company
  • Familiarity with equity accounting (ASC 718)
  • Experienced/training in process improvement methodologies such as Six Sigma
  • Proven ability to collaborate across multiple functions/disciplines and demonstrated team player
  • Project management experience a plus
  • Equity Edge/Equity Edge Online expert user
To Apply:  Please email your resume to nina.dekeczer@gilead.com or apply directly at https://www.gilead.apply2jobs.com/ProfExt/index.cfm?fuseaction=mExternal.showJob&RID=18877&CurrentPage=1

Posted:
February 19, 2015



Position: Senior Compensation Analyst
Location: Atlanta, GA

Responsibilities:
  • Partner with the divisions on all officer transactions; e.g., new hires, transfers, promotions, separations
  • Analyze data to develop recommendations for business leaders on compensation plans and market trends
  • Serve as a primary contact point for the division compensation and HR partners on executive compensation matters 
  • Conduct market pricing annually for division officer positions
  • Conduct long-term incentive plan (LTIP) award allocation each spring for specific divisions
  • Interact with payroll, finance, accounting, and legal departments as needed
  • Coordinate with the CEI Compensation equity administration team as needed
Requirements:
  • Ideal candidate has at 4-6 years compensation experience, including consulting and internal roles
  • Executive compensation background preferred; incentive design in particular • Ability to work independently as well as in a team environment, and establish relationships
  • Good financial acumen; analytical and creative problem solving skills; strong attention to detail
  • CEP and/or CCP designation a plus
  • Experience with PeopleSoft, Oracle Fusion, and/or Kenexa’s CompAnalyst a plus
To Apply: Please send your resume to resumes@scconsultingllp.com

Posted: February 17, 2015


Position: Executive Compensation Consultant
Location: Ft. Lauderdale, FL

Not only is Citrix defining the future of enterprise mobility solutions, our employee base is growing worldwide and their learning needs are outpacing traditional approaches to professional development. As a result, the Citrix Compensation team is looking for new team members to help us transform and scale the solutions we offer. Are you dedicated to making others more successful? Do you want to apply your creativity and energy to challenging business problems? Do you want to collaborate with a vibrant, global team? Do you want to see your hard work make a difference? We are looking for an Executive Compensation Consultant to join our team in either Fort Lauderdale, Fl or Santa Clara, CA.

Responsible for the overall management of the executive compensation programs while ensuring alignment with Citrix compensation philosophy. Additional responsibilities include support of Board of Director/Compensation Committee meeting preparation, including preparation of competitive data, plan design alternatives, market trends, etc., working with independent compensation consultant as it relates to compensation design materials for presentation to the Compensation Committee; working with management, legal, finance, tax and accounting in the design of annual and long term incentive plans.

Management of equity compensation programs – support design, approval, and communication and implementation with an understanding of world-wide disclosure and compliance requirements, including SOX processes. Management of processes to track up-to-date market intelligence on executive compensation related issues and competitive compensation practices. As an integral member of the Compensation team, the individual will also work closely with other team members to design and influence overall Total Rewards strategy across all levels. 

Working with Citrix puts you in the forefront of technology. Engage and discover the possibilities when you take your career to the unequivocal leader of service and application delivery. Every day, our teams are developing solutions that are deployed in thousands of networks around the globe to optimize, secure and control the delivery of all enterprise and cloud services. Elevate to the world's most advanced cloud network platform by applying online for the Executive Compensation Consultant position.

Responsibilities:
  • Base pay administration, year-end performance and pay management/processing, and equity reviews
  • Responsible for creating and distributing all materials used to communicate the annual focal (merit and stock) review program for Citrix managers and employees.
  • Perform regular SOX procedures in review of equity compensation programs to ensure compliance.
  • Conduct complex analysis in support of initiatives established by HR and Compensation leadership as well as the Compensation Committee of the Board. Oversee executive and equity compensation survey submission processes for receipt of timely market data.
  • Develop and deliver compensation training programs and communications to familiarize managers and other employees with key elements of the company's compensation programs.
  • Evaluate programs, keep abreast of changes in legislation, trends, advances and/or new technology and make recommendations for changes and improvements.
  • Partner with HRIS team to ensure continuous improvement of processes and technology in support of compensation programs Provide professional consultation and guidance to managers and HR Business Partners by resolving questions and making recommendations to resolve outstanding issues related to compensation programs.
  • Analyze current compensation programs for alignment with business objectives and compensation competitiveness.
  • Maintain a working knowledge of federal and state legislation and labor contracts that may affect compensation policies.
  • Participate in special projects as assigned, including executive compensation analysis and M&A activities.
Qualifications and Requirements:
  • Expert knowledge in executive and equity compensation design, application and theory to include strong knowledge of regulatory compliance standards in the US and globally 
  • Excellent analytical and organization skills with the ability to work independently and interact effectively with all levels of management 
  • Ability to manage to deadlines with multiple priorities; work under pressure and handle confidential information appropriately 
  • Ability to obtain, present and discuss information and recommendations that may be controversial in nature
  • Capable of leading or influencing processes and decision making at a senior level.
  • Strong project management skills, with the ability to prioritize and manage multiple assignments in a fast-paced environment. 
  • Excellent analytical skills, expert in MS Excel and knowledgeable in all MS Office products. SAP experience a plus.
  • Strong written, verbal and presentation skills, strong analytical and computer skills
  • Demonstrated attention to detail

Functional / Technical Requirements
  • Bachelor's Degree in Human Resources Management. Business Administration, Finance and Accounting and/or MBA a plus.
  • CEP and/or CCP designation preferred
  • Minimum of 7 years experience in Compensation
  • Previous experience in global equity and executive compensation areas preferred
  • Experience working in a team-oriented, fast-paced environment

Posted: February 17, 2015


Position: Equity Compensation Operations Analyst
Location: New York, NY

Citi Human Resources Shared Services (HRSS) is an organization of nearly 1,500 employees that provides customer-focused, value-centric HR shared services, including HR systems, operations, and payroll administration globally. Our mission at HRSS is to develop a world-class global HR infrastructure that provides services, processes and tools to enable businesses to manage their employees while assisting in management of cost, risk, growth and quality. In partnership with HR, HRSS strives to provide excellent customer service through its product offering to employees and managers while focusing on process reengineering and initiatives to enhance the Shared Services role in Citi. Equity Compensation is part of the HRSS Compensation and Benefits team. Equity Compensation administers Citi’s restricted and deferred stock awards, stock units, deferred cash awards and stock option programs for current and former employees of Citi in over 90 countries. The Operations Analyst is a critical, cross-functional role within Citi Equity Compensation, providing analytical support while contributing to department projects and operational processes. The analyst works independently to create database queries, analyze data and manage data. The analyst owns certain operational processes, such as share delivery elections, termination processing or option exercises. The analyst contributes to business requirement documents and user acceptance testing for systems enhancements. 

Responsibilities:
  • Analyze equity compensation data and support cross-functional projects and ad-hoc requests.
  • Act as subject matter expert on Equity Compensation operational processes.
  • Create and maintain process and training documents.
  • Manage processes associated to the deferred award life cycle such as vesting, exercise, and delivery or termination events.
  • Leverage subject matter expertise to contribute to business requirements for project requests. Contribute to new processes and design of the equity administration system by proposing process improvements and system enhancements.
  • Coordinate, perform and track user acceptance testing. Create and execute test scripts. Review colleagues’ test results. Create logs to track all issues and liaise with project manager or technology team to resolve and re-test.
  • Propose solutions and create tools and procedures to run operations not supported by the system.
  • Work independently to facilitate stock award vests and stock option adjustments. Ensure accurate share movement, payroll and finance reporting at all times.
  • Research and resolve escalated inquiries from program participants, HR colleagues, Shareholder Services, Finance, Payroll, Legal, Global Mobility and Brokers.
  • Create ad-hoc database queries. Create metrics and stats to support data management.
  • Partner with Shareholder Services, Finance, Payroll, Legal, Global Mobility and external Brokers to identify opportunities to enhance equity awards administration and implement solutions to current processes. 
Requirements:
  • Bachelor’s degree in Finance, Business Administration or related field, plus 2-5 years of relevant experience.
  • Proficiency in Business Objects, Access or other relational database/report writing applications, Excel, PowerPoint, and Word.
  • Strong analytical and problem-solving skills.
  • Strong written and verbal communication skills.
  • Strong attention to detail and comfortable working with large datasets.
  • Ability to work independently and well under pressure in a fast-paced and team-oriented environment with multiple priorities.
  • Familiarity with equity compensation data is a plus.
  • CEP Level 1 preferred 

Posted: February 3, 2015



Position: Junior Corporate Paralegal (Equity Shinobi)
Location: Palo Alto, CA

Palantir Technologies seeks a motivated Junior Corporate Paralegal / Equity Shinobi to join our in-house team of Legal Ninjas. You get excited by all-things-equity, geek out about capitalization tables, and are passionate about the challenge inherent in building processes and systems that scale at a quickly growing technology company. You are extremely organized, resourceful, and detail oriented. The two periods in the last sentence caught your eye immediately, made your heart sink, and almost stopped you from reading this job description because of your disdain for sloppy work product. You are eager to get involved in the end-to-end administration of Palantir’s equity incentive plans, seize ownership of our capitalization table, and can’t wait to reveal your passion for efficient, high-quality work product. Whether you are doing solo missions or working collaboratively with others, you love to achieve great results on challenging, time-sensitive projects. Equipped with your eagle eye for minute details, silver tongue for communicating in a clear and concise way, and boundless reserve of energy and self-motivation, you strive to produce perfect work product and adapt to a rapidly-growing software company that is solving some of the world’s hardest problems. And, of course, you are awesome.

Responsibilities: 
  • All aspects of stock option administration, including processing stock option exercises, stock option grants, stock transfers and maintaining Palantir’s capitalization table
  • Implement efficient and automated processes and procedures for equity administration
  • Collaborate with C-Level Executives, Finance, People Operations, Legal Ninjas, and other cross-functional teams to anticipate, implement and/or address equity compensation matters
  • Respond to inquiries from current, former and potential employees about equity compensation
  • Create and maintain meticulous records, spreadsheets, and files relating to capitalization, equity, and other legal matters
  • Support Legal Ninjas in financing and commercial transactions, due diligence, and regulatory and compliance matters
Requirements:
  • Strong working knowledge of Excel, CapMx, Shareworks or similar equity administration software
  • 2+ years of paralegal experience with a leading law firm or in-house stock administration experience
  • BA/BS with a strong academic record from a top university
  • Participation in the CEP Program
  • Demonstrated ability to problem-solve and complete complex projects under pressure
  • Impeccable judgment, discretion, respect, and integrity
  • Obsession for detail, organization, and making order out of chaos
  • Available during nights and weekends as needed
  • Great sense of humor

Posted: February 3, 2015



Position: Equity Operations Analyst (Equity Shinobi)
Location: Palo Alto, CA

Palantir Technologies seeks a motivated Equity Operations Analyst/Equity Shinobi to join our in-house team of Legal Ninjas. You are excited about equity administration, maintaining and tracking the ownership structure of private companies, and geek out over Excel shortcuts and formulas. You are extremely organized, resourceful, and detail oriented. The two periods in the last sentence caught your eye immediately, made your heart sink, and almost stopped you from reading this job description because of your disdain for sloppy work product. You are eager to get involved in the end-to-end administration of Palantir’s equity incentive plans and can’t wait to reveal your passion for efficient, high-quality work product. Whether you are doing solo missions or working collaboratively with others, you love to achieve great results on challenging, time-sensitive projects. Equipped with your eagle eye for minute details, silver tongue for communicating in a clear and concise way, and boundless reserve of energy and self-motivation, you strive to produce perfect work product and adapt to a rapidly-growing software company that is solving some of the world’s hardest problems. 

Responsibilities: 
  • All aspects of equity administration, including managing a complex capitalization table, transaction processing and data entry, reconciliations/audits for quality control, investor analysis, and related tax reporting 
  • Collaborate with C-Level Executives, Finance, People Operations, Legal Ninjas, and other cross-functional teams to anticipate, implement and/or address equity compensation matters
  • Respond to inquiries from current, former and potential employees about equity compensation
Requirements: 
  • BA/BS in Business, Finance, Accounting, or a related discipline
  • Participation in the CEP Program
  • Strong proficiency in Excel Obsession for detail, organization, and ability to multitask Entrepreneurial mindset, with proven ability to be resourceful, and experience improving and streamlining processes 
  • Demonstrated ability to problem-solve and complete complex projects under pressure 
  • Impeccable judgment, discretion, respect, and integrity 
  • Ability to work independently and as a team member in an unstructured environment 
  • Flexible schedule - we still operate in start-up mode and fire drills don't always fit within traditional business hours 
  • Great sense of humor
Preferred:
  • 1+ years of experience as a paralegal, equity professional or equivalent within a corporation or law firm
  • Knowledge of private company equity-related administration, accounting, tax, and legal concepts
  • Strong working knowledge of Shareworks or similar equity administration software
  • Experience graphically representing data

Posted: January 29, 2015

Position: Stock Plan Administrator
Location: Seattle, Washington

We are a specialty retailer offering the very best of what’s next in fashion for men, women and children since 1901. JOIN US WHERE IT ALL BEGAN. Whether you design clothes or business strategies, crunch numbers, lead projects or write code, we have a place for you at our Seattle headquarters. And we think Seattle is a pretty great place to live. More than just rainy days and coffee, Seattle has it all — mountains and beaches, arts and parks, music and film. It's made up of quirky neighborhoods, award-winning restaurants, and thriving industry. Come see for yourself! A day in the life... Nordstrom provides a robust and competitive equity incentive program for specified leadership level employees. This position will work with internal and external teams to provide the ongoing analysis and administration of Nordstrom equity awards.

Responsibilities:
  • Ensure equity awards are administered in accordance with the terms and conditions of the agreements, the governing equity incentive plan(s), and internal processes and procedures
  • Partner with HR, Accounting, Payroll, Tax, Legal and the third party stock plan administrator to develop, enhance and administer procedures associated with equity awards.
  • Understand cross-functional impact and considerations (accounting, securities law, tax, administration) for equity programs.
  • Establish and maintain control procedures associated with stock plan administration.
  • Prepare and provide communication and education materials related to equity awards, including grant notification, terms and vesting events.
  • Assist in the analysis and preparation of reports for management and applicable stakeholders. •Respond timely to employee equity questions, while maintaining the highest levels of customer service.
  • Assist and lead administration, as assigned, of equity grant and vest processes.
  • Assist with audits, reviews and SOX compliance.
  • Participate on cross-functional teams for equity-related projects.
  • Assist with other projects, as assigned.
Experience:
  • 3-5 years of demonstrated related experience in accounting, tax, or equity compensation, required
  • Minimum CEP level 1 certification not required, but preferred
  • Excellent computer skills, especially related to Microsoft Office (e.g., Excel, Word)
  • Ability to work independently and problem solve proactively
  • Detail-oriented, organized, efficient and diligent with an auditor/proof-reader mentality towards data integrity
  • Excellent customer service skills, including strong written and oral communication
  • Ability to multi-task and prioritize in a fast-paced environment
  • Effective project and time management skills
  • Ability to respect highly confidential information and work in confidential environment
To Apply: Please apply on http://about.nordstrom.com/careers/

Posted: January 27, 2015



Position: Senior Equity Administrator
Location: San Francisco, CA

Airbnb is looking for a Senior Equity Administrator to work with the Manager of Stock Administration to help build the industries best stock department.  The ideal candidate will be energetic and well versed with interacting with our employees, flexible in handling the day to day transactional administration of a fast growing company and have the ability to tackle ad hoc projects as the company continues its phenomenal growth.

Responsibilities:
  • Maintain equity plan database (ie new hires, tax rates, transfers, promotions, address changes)
  • Ability to account and track daily, weekly, monthly, quarterly, and annual administration and reporting of global stock plan transactions including exercises, terminations, and grants 
  • Own and further develop the procedures of international equity compliance and mobility tracking
  • Assist with employee education and training related to equity
  • Work closely with payroll to ensure timely and accurate reporting of equity transactions
  • Maintain the stock plan documentation for both internal documentation and SOX compliance
  • Assist in monthly and quarterly reports related to stock compensation
  • Perform ad-hoc projects to continue to improve the stellar team
Requirements:
  • BS degree or equivalent experience, preferably in Accounting, Business, Finance or Human Resources
  • Knowledge of international equity compliance and willingness to stay on top of trends in the industry
  • Experience working for a private company preferred
  • Progress towardsCertified Equity Professional designation preferred 5-7 years experience in international stock administration
  • Proficiency with Microsoft Office suite, specially Excel Knowledge of Mac environment a plus
To Apply: Interested candidates may apply online at https://www.airbnb.com/jobs/departments/position/36852

Posted: January 27, 2015



Position: Relationship Manager
Location: San Francisco Bay Area or San Diego or Sandy-Utah or Denver

A Relationship Manager (RM) at E*TRADE Financial Corporate Services is responsible for managing the firm's relationships with existing mid and emerging market corporate clients.  The RM is E*TRADE's key liaison to the client and is responsible for ensuring that all contact points with E*TRADE are seamless and that the client is highly satisfied with our offering and service levels across product, training, operations, service, and our retail division.

The RM, with appropriate training must be an expert in equity comp plans and the E*TRADE equity comp product and service model.  They are responsible for developing strong relationships with contacts at all levels within the corporate client, sell additional offerings within accounts, manage escalations and client issues, manage contract negotiations, and manage overall account relationship functions.  The RM will also be expected to be actively involved in national and local Equity Compensation Groups such as NASPP and GEO.  The relationship management aspects of the role may include performing product demonstrations, explaining our service model and the implementation/migration process, performing onsite or WebEx training for the stock plan administration team or participants.  Other outreach methods may include supporting a client's benefits fair or facilitating education days for client participants on either stock plans or investment planning by E*TRADE's corporate services financial consultants.  RMs are also expected to travel to client sites, attend industry and E*TRADE-sponsored client events, and entertain clients as part of the normal course of client coverage.  Client contacts must be documented properly in our client relationship management system, Salesforce.com.

The RM must operate in a manner that is consistent with the risk policies, procedures and guidelines established internally at E*TRADE Financial in additional to the external regulatory bank/brokerage environment.  The RM must be able to anticipate and proactively manage risk, escalating key issues as needed.  This accomplished by working with pertinent stakeholders to evaluate service and operational solutions, understanding the revenue and business model to ensure relevant contract and commission pricing, and understanding effectively communicating the distinction between the corporate client relationships and the relationship that exists between E*TRADE Securities and employee.

Responsibilities:
  • Work closely with Corporate Service Group colleagues and other internal partners/resources (Client Service, Participant Service, Executive Services, Implementation, Marketing, Product development, Legal, etc.) to ensure the successful roll-out and ongoing delivery of E*TRADE's products and services to clients and prospects
  • Become the "go-to" point of contact who has the best understanding of the client's and prospect's overall needs and preferences; share with internal partners to provide the client/prospect with a seamless service experience (either through use of internal CRM system or by forging strong working relationships with colleagues in clearing, operations, client or customer services
  • Educate current and prospective clients on the full outsourcing and partial outsourcing equity compensation administrative solutions were provide which include but are not limited to : ESPP (employee stock purchase plans), SOP (stock option plans), RSA (restricted stock award plans) RSU (restricted stock unit award plans) and SAR (stock appreciation rights)
  • Partner effectively with E*TRADE Retail Branch representatives to educate current and prospective clients and their employees on E*TRADE's brokerage service offerings such as Financial Consulting and Retirement Planning
  • Utilize extensive business and industry knowledge to build long-term relationships and develop relevant strategic partner relationships that address their client's needs
  • Develop contacts with Industry Consultants and other centers of influence that can e leveraged to build relationships, renew clients, and close sales
  • Maintain high level of understanding of E*TRADE's Corporate Services Equity Edge Online product and carious service models as well as a strong understanding of the firm's broader capabilities by attending all necessary training sessions
  • Maintain a high level understanding of E*TRADE's client relationship management system, Salesforce.com, including keeping pipelines and contract information and meeting notes up to date
Education, Certification, Training Requirements:
  • Bachelor's degree
  • Series 7 and 63 registration required or obtain within 90 days
  • Participation in the CEP Program
Desired Experience:
  • At least 5 years of financial services or business to business relationship management experience
  • Independent, self-motivated and success driven, yet able and willing to take direction
  • Knowledge of investment industry and equity compensation marketplace preferred
  • Highly developed presentation and facilitation skills
  • Strong organizational skills and attention to detail
  • Strong collaborative skills and organizational abilities

Posted: January 27, 2015


Stock & Option Solutions

Position: Equity Compensation Consultant
Location: United States

As an SOS equity compensation consultant, you have the opportunity to 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.

Requirements:
  • One to two years’ experience in corporate stock administration with a strong understanding of business, regulatory, and technical requirements at an operational level; experience on the vendor side a plus 
  • Excellent writing skills, including grammar, spelling, and presentation 
  • 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 and Excel) and knowledge of an equity plan software or service 
  • CEP Level 1 completed
To Apply: Check out our jobs page http://www.sos-team.com/screens/Jobs/SOS-Jobs.aspx and email your resume to employment@sos-team.com.

Posted:  January 8, 2015


Visa

Position: Stock Plan Analyst
Location: Foster City, CA

Visa, Inc. is seeking a Stock Plan Analyst to join our Global Equity Program team in Total Rewards. This role will be responsible for the day to day activities in administrating our global employee stock purchase plan and equity program includes all aspects of recordkeeping, reporting, and reconciliation. The Stock Plan Analyst needs to ensure the accuracy and integrity of all equity data in the record tracking systems, and be able to work closely with employees and other functional groups. 

Experience:
  • Working with different types of Equity Plans, including employee stock purchase plans - 
  • Experience working with a third party recordkeeping systems (Knowledge of Schwab’s EquiView a plus) 
  • Able to process all types of stock grants, exercises, lapses, and reporting of payroll and taxes (including Performance Stock, Restricted Stock, Stock Units, Non-Qualified Stock Options, and ESPP). 
  • Ability to interpret and understand legal documents such as, security regulations and government legislations. 
  • Proven ability to partner with cross-functional teams, including Legal, Tax, Payroll, Accounting, Audit, Financial Reporting and Human Resources. 
  • Experience with an insider trading program. 
  • Knowledge of SEC filings, 10b5-1 plans, and stock ownership compliance administration. 
  • Experience preparing employee communications. 
  • Interacts with transfer agent and third party stock administrator to ensure that trades are settled timely; reconcile DWAC instructions and transfer agent activities 
  • Maintenance of stock plan documentation for both internal and SOX compliance 
  • Understanding Directors and Officers compliance & reporting including Section 16 compliance (Form 3, 4 and 5) and related Proxy reporting requirements 
  • Ability to respond to employee inquires and coordinating with internal teams and vendors as appropriate to resolve issues 
  • Performs other related duties related to the program.
Qualifications:
  • Bachelor's Degree in Business, Finance, or Accounting. 
  • Minimum 5 years of experience in public company stock administration. 
  • Proficient in Excel and Power Point 
  • Strong organization and problem solving skills with the ability to track multiple tasks and issues 
  • Must be customer-service oriented 
  • Strong organization, planning, and project management skills. 
  • Strong written, verbal and interpersonal relationship and communication skills. 
  • Ability to multi-task and deliver results in a fast-paced environment. 
  • Exceptionally resourceful, detail-oriented 
  • Strong critical thinking skills and discipline to deliver complete and accurate results. 
  • Ability to identify and implement process improvements. 
  • CEP - Certified Equity Professional certification a plus and/or desire to obtain certification. 
  • Workday Management System experience preferred.


Posted:  January 7, 2015


Continental / FRS Plan Administration

Position: Apprentice Stock Plan Administrator
Location: Santa Clara, CA

Accepting persons who are currently in a corporate environment who wish a new career. Easy transition from Payroll, Human Resources, Accounting, Finance, Legal, and Customer Service.

Job Responsibilities
  • Coordinate and assist with stock plan administration for various companies. 
  • Administration will be on one or two applications, Equity Edge/EEO and EASi. Training will be offered on both platforms. 
  • Coordinate and process option grants, agreements, exercises, and transactions. 
  • Process restricted stock awards, issuances, releases, and tax payments. 
  • Disqualifying and qualifying dispositions tracking. 
  • ESPP enrollment, purchase and distribution. 
  • Reconciling basic equity plan data and common stock activity. 
  • Standard reporting at month-end, quarter-end and year-end for the equity plans. 
  • Maintain an accurate and compliant equity database. 
  • Transfer agent and brokerage firms’ liaison. 
  • Service Provider liaison. 
  • Communicate the benefit and terms of the corporate equity plans to employee base, answer questions for basic employee questions. 
  • Basic-level projects relating to equity plans administration and management. 
  • Other tasks as needed under stock plans administration.
Job Expectations:
  • After the initial 2 weeks of training on the Continental FRS methods of outsourced equity plan administration, you will be working, with direction, on multiple companies on Equity Edge. The company will monitor your progress over the three-month training period. 
  • You will be expected to complete the full training series of reading, taking webinars, and taking exams. 
  • Work under our administration methods to ensure strict adherence to equity compensation compliance under laws and regulations and error-free transactions. 
  • We require all our employees to work under our motto of “compliance, accuracy and customer service”. 
  • You must work as a team player. 
  • You must double-check your own work before handing over to Continental FRS audit and to Client. 
  • You must offer the Continental FRS Clients all aspects of excellent customer service. 
  • You must be open to continuous learning to advance your job knowledge and your career.
Job Requirements:
  • College degree in business, accounting, finance, economics, law, management, human resources, or related field. 
  • Must know MS Excel and have mastered basics and willing to learn intermediate. 
  • Must know MS Word, how to write a proper business letter and write business emails. 
  • At least one year working in an office environment. 
  • Excellent English speaking and writing skills.
  • Willing to learn quickly. 
  • You must be organized! 
  • You must be reliable. 
  • You must enjoy working with numbers: calculating income, calculating taxes. 
  • Enjoy customer service, helping others, and enjoy being patient with answers.
  • Participation in CEP Program

To Apply: Qualified candidates please specify the position to which you are applying and email your resumé to: Cathy.Matteson@Continentalfrs.com

Posted:  January 7, 2015


Continental / FRS Plan Administration

Position: Stock Plan Administrator Level 2
Location: United States

The person must have knowledge in the laws and regulations of Equity Compensation. This includes securities laws, tax laws, and a general knowledge of the ASC 718 accounting regulations in order to properly perform the basic and intermediate responsibilities for the company's equity plans.

Experience:
  • Coordinate the processing of grants: Options, RSUs, RSAs, and Performance Awards 
  • Coordinate and audit exercises, issuances, releases, and all relevant transactions 
  • Process and audit US and foreign jurisdiction tax payments 
  • Prep and process international and mobile employee activity 
  • Disqualifying and qualifying dispositions tracking 
  • ESPP open enrollment, tracking changes, purchase and distribution 
  • Filing Forms 3, 4, and 5 
  • Reconciling equity comp and related accounts 
  • Standard reporting at month-end, quarter-end and year-end 
  • Assist in ASC 718 quarterly fair valuation and expense allocation reporting 
  • Prepare the set of Auditors reports 
  • Accurate database maintenance 
  • Transfer agent, brokerage firm and Service Provider liaison 
  • Answer employee questions and resolve queries
Job Requirements:
  • 3+ years recent experience in corporate stock plan administration and/or a related field 
  • Must have experience processing Options, ESPP, RSAs, RSUs 
  • Must have knowledge of laws and regulations for equity comp and know how to apply the laws to the daily work processes 
  • Must know either Equity Edge /EEO, EASi, Shareworks, or MS Sapphire. 
  • Take charge person that can handle a variety of tasks and responsibilities unsupervised 
  • Must be organized and efficient 
  • Must have excellent English written and oral communication skills 
  • Certified Equity Professional (CEP) designation or certification underway 
  • Must have a bachelor's degree or equivalent experience 
  • Must know MS Excel and Word proficiently
To Apply: Qualified candidates please specify the position to which you are applying and email your resumé to: Cathy.Matteson@Continentalfrs.com

Posted:  January 7, 2015

Continental / FRS Plan Administration 

Position: Equity Plans Manager
Location: Santa Clara, CA 

The person must have superior knowledge of all aspects of the laws and regulations of Equity Compensation for a global company. This includes Equity Compensation securities laws, tax laws, the financial reporting requirements for equity and related accounts, and advanced knowledge of the accounting regulations in order to properly manage and perform the basic and advanced responsibilities surrounding a company’s equity plans. The person must have experience in each of these functions within Stock Plan Administration and Management. WE WILL TRAIN! We will consider candidates who have knowledge but may not have full experience in all areas. We are open to training the right candidate. 

Experience and Knowledge

  • Public and private company stock plans management 
  • Administration on the complete cycle for five types of equity awards administration: Options, RSAs, RSUs, SARs, PSAwards/Units 
  • Employee Stock Purchase Plans administration and management 
  • ASC 718 fair valuation process: analysis for public and private companies, determination of factors, assumptions, report expense allocation, reconciliations, knowledge of quirks in software that require off-line activity 
  • Manage global considerations and mobility participants’ worldwide tracking 
  • Set-up and maintain best practices and latest technology 
  • Maintain a Capitalization Table (for private company) 
  • Reconciliations for common stock, treasury, reserves, equity and related g/l accounts 
  • Transfer agent, brokerage, and service provider liaison 
  • Employee communications and presentations 
  • Knowledge of two or more software applications (EASi, Equity Edge, Solium, and Sapphire) 
Job Requirements:  
  • 8+ years experience in corporate stock plan administration and management 
  • Must be organized and efficient Enjoys multi-tasking Calm personality Communication skills with all levels of corporate management and Directors 
  • Must have excellent English written and oral communication skills Certified Equity Professional (CEP) designation required or in progress 
  • Must have a bachelor's degree or equivalent experience 
  • Proficiency in Excel and Word; Access and PPT experience preferred 

To Apply: Qualified candidates please specify the position to which you are applying and email your resumé to: Cathy.Matteson@Continentalfrs.com

Posted:  January 7, 2015
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