Mid-Market, Services Manager

What you'll be doing: Associate will apply a high-level of equity compensation expertise to proactively manage an assigned base of corporate clients, acting as a client advocate and partner, delivering a high-level of stock plan administration services. Day to day activities will include, but is not limited to: updating equity edge and stock plans on a daily basis based upon data updates received from assigned clients (e.g. new hires, terminations, etc.), participant transactions, etc. Ensuring all participant stock plan transactions are correctly processed and settled in a timely manner (ESPP purchases, ESPP sales, option exercises, SWAPS, reloads, option grants etc.). Surveying and tracking of disqualifying dispositions. Valuation reporting, section 16 insider reporting & client-specific custom processes (e.g. custom reports, scripts, etc.). Monthly balancing of client plans. Managing client inquiries and requests in a timely and professional manner. Knowledge of data flows between interfacing systems. Coordinating with various teams to deliver industry leading solutions for equity compensation support services.

What your background should be: At least 2-5 years of equity compensation administration and prior B2B experience. Ability to manage moderate level of assigned clients (number and/or complexity). Knowledge of the brokerage industry. Experience with global equity plans, complex plans such as restricted stock units/awards, swaps/reloads, performance vesting/awards, etc. Passed department CEE exam (within 3 months of hiring). CEP designation (designation must be obtained within corporate services group’s policy)

Who is the client company: This is a diversified financial services holding company, by and through its subsidiaries, is a global provider of financial services to retail, corporate and institutional customers.; If you are interested in this position, send your resume to apply@kochdavis.com