What are the responsibilities and job description for the Equity Compensation Client Service Manager position at Equiniti?
***This a remote position but candidates must reside in Arizona, Colorado, Nevada or Utah to ensure proximity to our client base and occasional in-person meetings or events**
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.
EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.
Role Summary
The Stock Plans Service Manager will support the daily administration for a portfolio of Equity Compensation Services Clients. This role will give you exposure to top tier domestic and global clients in a fast paced and high growth oriented business unit. Every day will provide you the opportunity to optimize the clients' service and efficiency within their plans administration.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
- Support transactional workflows for Equity Plans including; grants, exercises, releases & purchases
- Document client procedures
- Maintain client service levels
- Liaison with brokers and transfer agents
- Project manage client initiatives
- Be an ambassador to the marketplace for our products and services
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviors:
- Post-secondary diploma or degree in Commerce, Business or similar area of focus is preferred
- 3 years in the Equity Administration Industry
- Certified Equity Professional (CEP) certification is preferred; successful candidate must be willing to obtain designation within two years
- Expertise utilizing the Equitrax stock administration platform preferred but not required
- Experience in Transfer Agents and Employee Plans
- Demonstrated analytical, problem-solving skills, and strong attention to detail
- Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
- Strong client facing and relationship skills including management of client calls, tracking client issues and overall stock plans administration
- Must be able to effectively read, write and speak English
- May require the need to travel to other locations
- Willing and able to work extended hours as needed
Compensation
- $68,000 - $100,000 Merit
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks