Stock Plan Administrator

Description

The application window will close October 15, 2026

Job Location   

The primary work location for this role is a remote work model.   

About Envestnet  

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   

The Team You’ll Join  

Reporting to the Director, Payroll & Equity, you will join a high-impact, global team of compensation, benefits, payroll, and equity professionals. We operate in a highly collaborative, hybrid environment, partnering closely across People & Culture and the broader Envestnet organization to deliver strategic, business-aligned outcomes.

How You’ll Contribute  

Oversees the day-to-day operations of the company's U.S. and Canadian equity programs. Manages equity data, processes transactions, ensures regulatory compliance, and provides support to employees and executives regarding their equity. Works closely with Legal, Accounting, and Payroll. Adheres to, applies and readily supports Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value and minimize risk.

• Ensures all forms of equity compensation are administered in accordance with the terms and conditions of the plans from which they are granted.  
• Adheres to internal processes and procedures, ensuring compliance with international and U.S. tax withholding / reporting requirements. 
• Manages new hire, promotion, and ad-hoc discretionary awards and vesting processes for employees and Board of Directors. 
• Maintains the integrity of data in Fidelity and Carta administration software platform.  
• Performs periodic review and reconciliations of equity transactions and participant data to maintain high level of accuracy and data integrity. 
• Generates recurring reports (monthly, quarterly, annually) and responds timely to ad hoc data requests from People & Culture, Accounting, Finance and Payroll. 
• Partners with Finance to provide budget support for equity-related budget items.

What You’ll Need to Bring

• 2-5 years of experience in Stock Plan Administration working for a service provider or an issuer. 
• Deep knowledge and experience with Fidelity stock plan administration software (or similar software) is required.
• Ability to maintain strict confidentiality.
• Technical understanding of various equity awards including tax and accounting implications and reporting requirements.
• Ability to clearly communicate equity compensation concepts at a high level with employees and cross-functional partners. 

Nice-to-Haves

• Bachelor's degree  
• Experience with private equity program.
• Strong analytical ability with an understanding of financial business concepts related to the equity and pay programs; strong accounting background is a plus.
• Certified Equity Professional (CEP) (Level 3) preferred.

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. 

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

The opportunity is now!  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

Our Investment in You 

This role offers a base salary range of  $78,200 - $97,700. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package.   

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.       

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

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