About the Position
- Outsourcing – Equity Compensation Associate – Hybrid – Remote/Work from Home, Training/Events in Office - FT
- Role/Title: Equity Compensation Associate – Nashville, TN Metro Area - Hybrid – Remote / Work from Home, Training / Events in Office - FT
- Team: Outsourcing
- Location: Nashville, TN Metro – Hybrid - Work from Home / Some Office
- Reporting To: Client Success Manager
- Compensation Range: $45k - $50k
The Role
Stock & Option Solutions is currently seeking an Equity Compensation Associate to join our SOS Outsourcing team and support our clients. As an Equity Compensation Associate, you will have the opportunity to support SOS’s Account Management team and work with a variety of companies in administering and managing their employee stock option, stock purchase and restricted stock programs. Responsibilities consist mainly of day-to-day administration on one of several of the equity compensation platforms supported by SOS.
All about You
- Are you a results-driven, self-motivated professional with equity compensation experience?
- Do you enjoy being part of a close-knit team collaborating to implement best practices?
- Do you thrive on continuous improvement and delivering strong results and peace of mind to client(s) and all of their current and potential equity participants?
- Would you like to work in an environment where there is opportunity to learn and grow?
We want to meet you! Apply below and let us know you’re interested. Let’s get some time on the calendar!
The Work You’ll Do
The responsibilities listed below are representative of the knowledge, skill and/or ability that may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
- Assist Account Management team with general stock administration operations and activities, including (but not limited to)
- Participant updates
- Tax rate updates
- Terminations
- Exercises
- Grant Loads
- Work independently with moderate supervision.
- Manage approximately 6 unique clients simultaneously, including updating client documentation as changes occur.
- Must be able to follow and adhere to all internal procedures, including data security and privacy practices.
The Expertise We’re Looking For
- Bachelor’s degree or equivalent experience, or 2-4 years’ experience in a corporate work environment.
- 1+ years data experience and 1+ years SAAS (software as a service) experience, strongly desired.
- Professional, efficient communication (verbal & written) and interpersonal skills (positive and personable)
- Strong organizational skills and attention to detail
- Able to manage multiple tasks and deadlines effectively and efficiently.
- Flexibility to work a non-standard work schedule and adapt to changing requirements, depending on client activity.
- Proficient with MS Word and Outlook.
- E-mail organizational skills are strongly encouraged.
- Strong Excel skills required within 6 months of hire.
The Right Fit
- Continuous Learning: Assesses own strengths and weaknesses. Pursues training and development opportunities. Seeks feedback to improve performance. Shares expertise with others. Strives to continuously build knowledge and skills.
- Quality/Attention to Detail: Applies feedback to improve performance. Demonstrates accuracy and thoroughness. Displays commitment to excellence. Looks for ways to improve and promote quality. Monitors own work to ensure quality.
- Analytical and Organized: Able to focus on data and key pieces of information to do your job. Follow operating procedures. Keeps inbox and task work organized and focused on top priorities.
- Ability to Use Technology: Extremely comfortable using laptop, applications, Internet, software to get task completed. Able to keep up with clients and teammates. Keep current with upgrades and enhancements.
- Consummate professional with a relationship-building mentality and a commitment to delivering Peace of Mind to all internal and external partners
- Works effectively on their own and in a team environment
- Coachable, driven, and hard-working
- A people-focused, process-oriented, analytical individual who is also flexible and can excel in a fast-paced and rapidly evolving environment
- Able to maintain focus on continuous improvement, issue-resolution, problem-solving and follow-through
- Able to maintain strict confidentiality in an open and transparent environment
- Delivers a high level of service and support while exercising judgement, diplomacy, and discretion in handling sensitive and confidential information
- Aligns with our company core values of Integrity, Opportunity, Passion, Excellence and Teamwork
The Purpose of Your Role / The Value You Deliver
In this role, you will have the opportunity to grow your skillset and effectively make a positive difference through the work you provide for our internal and external partners and clients.
- You will gain experience with many different types of organizations across all industries with varying equity plans and platforms, from a hybrid work environment that includes some time in the office in Nashville, TN and some time working remotely from home.
- You will support our clients by managing their stock plan administration operations and activities successfully, with a focus on compliance, best practices, client relationships and problem resolution, documentation, and communication, under the management of the Stock & Option Solutions Client Success Manager.
- You will be delivering peace of mind, as the Operations team performs the day-to-day stock plan administration work for clients, allowing them to focus on other, more strategic activities.
How Your Work Impacts the Organization
You will be delivering peace of mind to our internal, external and client partners.
Our team strives to retain and continue to build a reputation of consistent, reliable, best-in-class equity compensation service and solutions as a long-term strategic partner to our clients. We aim to be a long-term career ‘home’ and strategic partner to our team and all equity compensation professionals in our community. Our marrying of these two ideals ensures the steady strength and growth of our organization, through the retention of our clients, the engagement and quality of our team, and our ability to maintain our position and reputation as the leader in equity compensation human capital solutions.
We are growing a community of equity compensation professionals, leading the way in creating a community of best practices, learning, sharing, coaching, continuing education, and connection.
See What We Can Offer You (Benefits / Perks)
We are committed to diversity and inclusion, and demonstrate our values through competitive pay, fantastic benefits, and access to all reasonable accommodations. As a member of the Stock & Option Solutions Team, you have these benefits available to you.
- Comprehensive Medical, Dental and Vision Insurance
- Hybrid Work – In-Office / Work from Home
- Flexible 401k with Match
- Competitive Pay
- Paid Time Off & Paid Holidays
- Automatic Enrollment in Basic Life Insurance at No Cost to Employee
- EAP Plan access
- Corporate-Sponsored Training & Education
- Additional Training & Education Opportunities
- Team-Building Events & Programs
- Referral Bonus
- Access to Thousands of Corporate Retail Discounts
- Disability, Life and Accidental Insurance Options
- Medical and Dependent Care Flexible Spending Account & Health Spending Account Options
A Few Extras for You…
- You’ll have available to you a career path with achievable growth opportunities.
- You’ll have access to our team of expert Senior Stock Plan Professionals when you need advice.
- You’ll be able to gain experience working with many different types of clients.
- You’ll be encouraged to grow your skillset and personal brand while learning new processes, stock plans and software systems.
We invite you to Find your peace of mind at Stock & Option Solutions
All About You
- Are you a results-driven, self-motivated professional with equity compensation experience?
- Would you like to experience resume, expertise and career growth at an exponential rate?
- Would you like to have a more balanced work-life where you are highly compensated for your extra time and effort?
- We want to meet you! Click on EasyApply to apply and let us know you’re interested. Let’s get some time on the calendar!
The Work You’ll Do
The responsibilities listed below are representative of the knowledge, skill and/or ability that may be required for a particular engagement. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
- Stock plan administration and/or management activities
- Customer service to support employee inquiries on a variety of topics and issue-resolution related to equity compensation
- Work with industry software and vendors to effectively manage our clients’ plans
- Work with clients’ internal and external business partners, cross-functionally
- Maintenance of employee equity database
- Stock plan financial reporting activities/support
- Stock plan reconciliation activities/support
- SEC, audit and external reporting activities/support
- Participant education and training activities/support
- New plan roll outs and communications
- Management of project activities/support
- Follow, enhance and/or create policies and procedures of our clients
- Recognize opportunities for enhancement/implementation of best practices
- Assist in various other stock plan projects and initiatives as needed
The Expertise We’re Looking For
- Bachelor’s Degree or equivalent relevant industry experience
- Stock plan administration experience
- ECA or CEP candidates, preferred
- Proficient in MS Office applications (Word, Excel, PowerPoint)
- Proficiency and/or experience with industry platforms (direct)
- Experience with Equity Edge Online (EEO), Shareworks, or Fidelity PSW, preferred
- Experience with Carta, Certent, Schwab Equiview or other platforms, welcomed
- Equity compensation vendor experience is a plus
- Accounting and/or paralegal knowledge is a plus
The Expertise We’re Looking For
- Bachelor’s Degree or equivalent relevant industry experience
- Stock plan administration experience
- ECA or CEP candidates, preferred
- Proficient in MS Office applications (Word, Excel, PowerPoint)
- Proficiency and/or experience with industry platforms (direct)
- Experience with Equity Edge Online (EEO), Shareworks, or Fidelity PSW, preferred
- Experience with Carta, Certent, Schwab Equiview or other platforms, welcomed
- Equity compensation vendor experience is a plus
- Accounting and/or paralegal knowledge is a plus
The Expertise We’re Looking For
- Bachelor’s Degree or equivalent relevant industry experience
- Stock plan administration experience
- ECA or CEP candidates, preferred
- Proficient in MS Office applications (Word, Excel, PowerPoint)
- Proficiency and/or experience with industry platforms (direct)
- Experience with Equity Edge Online (EEO), Shareworks, or Fidelity PSW, preferred
- Experience with Carta, Certent, Schwab Equiview or other platforms, welcomed
- Equity compensation vendor experience is a plus
- Accounting and/or paralegal knowledge is a plus
The Right Fit
- Consummate professional with a service-mentality and a commitment to delivering Peace of Mind to all internal, external and client partners
- Excellent written and verbal communication, and the ability to convey important information clearly and effectively
- Exhibits strength in presentation and speaking skills
- Able to complete multiple tasks in a timely manner, independently with minimal supervision
- Works effectively on their own and in a team environment, with a willingness to train/coach others, as needed
- Shows interest in development of own professional brand/persona
- Exhibits exceptional organizational skills, attention to detail and work ethic
- A compliance-focused, process-oriented, analytical individual who is also flexible and can excel in a fast-paced and rapidly evolving environment
- Able to maintain focus on continuous improvement, issue-resolution, problem-solving and follow-through
- Able to maintain strict confidentiality in an open and transparent environment
- Delivers a high level of service and support while exercising judgement, diplomacy and discretion in handling sensitive and confidential information
- Has the ability to communicate and partner with cross-functional teams (such as Legal, Payroll, Finance, Accounting, HR) at all levels
- Aligns with our company core values of Integrity, Opportunity, Passion, Excellence and Teamwork
How Your Work Impacts the Organization
You will be delivering peace of mind to our internal, external and client partners.
Our team strives to retain and continue to build a reputation of consistent, reliable, best-in-class equity compensation service and solutions as a long-term strategic partner to our clients. We aim to be a long-term career ‘home’ and strategic partner to our team and all equity compensation professionals in our community. Our marrying of these two ideals ensures the steady strength and growth of our organization, through the retention of our clients, the engagement and quality of our team, and our ability to maintain our position and reputation as the leader in equity compensation human capital solutions.
We are growing a community of equity compensation professionals, leading the way in creating a community of best practices, learning, sharing, coaching, continuing education and connection.
See What We Can Offer You
We are committed to diversity and inclusion, and demonstrate our values through competitive pay, fantastic benefits, and access to all reasonable accommodations. As a consultant on our team, you are a member of the Stock & Option Solutions team, and you are a Stock & Option Solutions employee.
- Comprehensive medical, dental and vision insurance
- Remote work with flexible work schedules
- Flexible 401k with match
- Competitive Pay
- Paid time off and paid holidays
- Automatic enrollment in Basic Life Insurance at no cost to employee
- EAP Plan access
- Training & education opportunities
- Team-building events & programs
- Referral bonus
- Access to thousands of corporate retail discounts
Disability, life and accidental insurance options - Medical and dependent care flexible spending plans
A Few Extras for You…
You’ll have access to our team of expert Senior Stock Plan Professionals when you need advice.
You’ll be able to gain experience in working with all different types of clients.
You’ll be encouraged to grow your skillset and personal brand while learning new processes, stock plans and software systems.
We invite you to Find your peace of mind at sos-team.com/career-opportunities
Stock & Option Solutions is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or other protected status as required by law. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at [email protected].