Partner with team members to ensure all equity life cycle transactions (award grants, releases and exercises, termination/cancellations) are handled end to end, from preparation activities in Fidelity Plan Sponsor equity system through distribution of payroll files, release of employee communications, system uploads, audit/reconciliation and response to inquiries.
Work cross-functionally with HR, Legal, Payroll, Financial Reporting and Tax teams to ensure all reporting, proxy, regulatory, and administration needs are met and to collaborate to meet strategic goals.
Maintain data integrity of the equity database by auditing/reviewing participant demographic and grant data and monitoring and updating tax profiles.
Contribute new ideas, utilize AI digital tools and support project deliverables to help transform processes for scalable and compliant global equity programs.
Lead complex cross-functional implementation/automation projects including merger and acquisition activity with internal team members and external vendors.
Track mobile employee movement and engage with our mobility service provider to ensure accuracy of mobility sourcing calculations and payroll files.
Continually assess evolving global securities and tax compliance rules of LTI programs and work with internal and external partners to develop strategies to comply.
Provide monthly and quarterly share plan, payroll and other ad hoc reconciliations, as needed.
Help triage and respond to employee inquiries, ensure a stellar level of service is provided to partners and other cross-functional teams.
Assist in developing equity education training and communication campaigns to enhance employee experience.
Requirements
Bachelor’s Degree
5+ years stock plan administration experience on a team in a large public company preferred
Precise attention to detail and accuracy
Strong data analysis and problem-solving skills
Solid project management skills
Ability to multitask and meet deadlines in fast paced, global environment
Ability to plan and complete work with high level of autonomy
Ability to work in cross-functional project teams
Solid experience working with Fidelity PSW system/reporting preferred
Experience analyzing interface files and databases
Convey strong customer service focus.
Benefits
A choice of national medical and dental plans, and a national vision plan, including health incentive programs
Employee assistance and family support programs, including commuter benefits and tuition reimbursement
At least 120 hours paid time off (PTO), 10 paid holidays annually, paid parental leave (3 weeks for bonding and 8 weeks for caregiver leave), accident and life insurance, and short
and long-term disability in accordance with company policy
Retirement and savings programs, such as our competitive 401(k) U.S. retirement savings plan
Employees’ Stock Purchase Plan (ESPP) offers eligible colleagues the opportunity to purchase company stock at a discount