- Manage the US and Canadian Equity Programs, including equity grants, stock options, restricted stock units (RSUs), deferred stock units (DSUs), synthetic equity, and other equity-based awards.
- Maintain accurate records and databases related to equity grants, participant information, vesting schedules, and transactions.
- Lead the creation of educational materials, including trainings, workshops, presentations, and written resources, to promote awareness and understanding of Equity Programs.
- Serve as the primary point of contact for team members with equity compensation related questions.
- Communicate Equity Program details, changes, and updates to team members and stakeholders.
- Provide guidance to team members on equity compensation, including tax implications, vesting schedules, and exercising options.
- Maintains the equity management system including records of vesting schedules, exercise history, and processing.
- Collaborate with finance, legal, and other departments to ensure seamless integration and alignment of Equity Programs with company policies and objectives.
- Partner with external vendors, consultants, and legal counsel as needed for plan administration and compliance.
- Identify opportunities for process enhancements and implement best practices to streamline Equity Program administration.
- Develop and maintain documentation, policies, and procedures related to Equity Program administration.
- Support Ad-hoc projects related to equity management as required.
- You have high energy, high empathy, and enjoy solution-oriented problem-solving in a dynamic environment.
- You are comfortable navigating ambiguity and can manage day to day responsibilities while building for the future.
- You are a genuine collaborator, an empathetic listener, and an excellent decision-maker with sound judgment.
- You have strong project coordination skills and are able to map out projects successfully.
- You can build rapport with stakeholders across all functions and levels of seniority, establishing yourself as a go-to business partner and trusted advisor.
- You have a proven track record of taking initiative and driving results, showcasing a proactive and outcome-oriented approach.
- You have the ability to work both independently and collaboratively within a team, fostering a cooperative and productive work environment.
- Bachelor's degree in human resources, business administration, finance or a related field.
- Demonstrated experience (5+ years) in private stock equity compensation administration or a related field.
- Strong understanding of private stock equity compensation plans, stock option agreements, RSUs and synthetic equity
- Experience with equity management software/systems such as Carta
- Detail-oriented with a commitment to accuracy and compliance.
- Effective prioritization of tasks and time management to handle multiple responsibilities concurrently
- Excellent communication and interpersonal abilities to effectively collaborate and engage with internal and external stakeholders and senior leadership
- Exceptional analytical and problem-solving skills
- Ability to summarize complex analysis and develop recommendations for an executive audience.
- Extremely proficient in Microsoft Office Suite; advanced skills required: Excel and PowerPoint
- Ability to handle sensitive and confidential information with discretion.
Location: REMOTE