Equity Administration Assistant Manager
Owns complex global equity administration workstreams, including transaction processing, compliance, reporting, controls, and employee support. Requires 5+ years of stock plan administration experience, a bachelor's degree, advanced Excel skills, and knowledge of tax, ASC 718, Section 16, and SOX requirements.
About the job
Responsibilities
- Process equity transactions in E*TRADE Equity Edge Online, including RSU releases, ESPP purchases, FCPE activity, option exercises, dispositions, and cancellations.
- Oversee complex, high-risk equity administration workstreams and review new equity grants.
- Maintain process narratives, procedures, flow charts, calendars, and checklists.
- Support system implementations, process changes, automation, and AI-assisted solutions.
- Review financial results and metrics for finance management and stakeholders.
- Coordinate with People Operations, Legal, Payroll, Tax, and Accounting.
- Support global equity reporting, international tax compliance, country-specific sub-plans, and trustee arrangements.
- Partner with Payroll and Tax on equity income, withholding, reporting, mobile employee allocations, and exception resolution.
- Support SOX controls, audit evidence, and internal and external audit requests.
- Support Section 16 transactions, Rule 10b5-1 trading plans, and pre-clearance coordination.
- Manage relationships with stock plan providers, transfer agents, trustees, and local advisors.
- Help deliver global employee equity education, enrollment campaigns, inquiries, and self-service resources.
Requirements
- 5+ years of equity or stock plan administration experience, including experience at a U.S. public company.
- Global employee population experience strongly preferred.
- Bachelor's degree required, ideally in Accounting, Finance, Economics, or a related field.
- CEP designation preferred or in progress.
- Deep experience with stock plan administration platforms; E*TRADE Equity Edge Online strongly preferred.
- Knowledge of equity mechanics, U.S. and international tax withholding and reporting, ASC 718, Section 16, Rule 10b5-1, and SOX controls.
- Ability to independently own complex, deadline-driven processes and escalate issues appropriately.
- Advanced Microsoft Excel skills.
- Strong written and verbal communication skills, including the ability to explain technical equity and tax concepts clearly.
- Discretion and integrity when handling confidential compensation and personal data.
Nice-to-haves
- Experience automating recurring work with Google Apps Script, Python, Power Automate, or SQL.
- Experience with Workday, NetSuite, Workiva, FloQast, Tableau, or AI tools.
Compensation & Benefits
- Estimated annual salary: $131,000–$154,000 USD.
- Competitive benefits package, new-hire RSUs, employee stock purchase plan, career development, onboarding, mentoring, healthcare, dental, parental planning, mental health benefits, 401(k) with match, paid time off, fitness reimbursements, and discounted employee stock purchase plan.
Skills
E*Trade Equity Edge Online, Equity Administration, Stock Plan Administration, Rsus, Espp, Asc 718, Section 16, Rule 10B5-1, Sox, Excel, Python, SQL, Power Automate, Workday
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