Senior Associate, Stock Plan Administration
Job Description:
The Role You will support broad-based rewards with an emphasis on equity plan related projects and support relationships that provide Fidelity clients with comprehensive solutions. This role will provide vital support to clients on co-sourcing engagement, mainly to lead the processing of day-to-day stock plan administration in both client s specific system and PSW. These services can involve a variety of topics including but not limited to administrative support, compliance, and reporting services. Provide day to day stock plan administration support to client, may include loading new grants, handling equity vesting/distributions, crafting service requests, and managing indicative records. Act as the conduit between client s internal administration team and Fidelity s service team to run reporting, file transfers and data review. Is responsible for the accurate and timely processing of equity related transactions, such as stock option exercises, restricted stock unit distributions, and dividend distributions. Reviews tax rates for equity transactions and liaises with the client s contact to ensure tax compliance. Provide implementation project support, such as to supporting data conversation, navigating tasks assigned to clients, and provide project management support on their behalf. Administers client s Employee Stock Purchase Plan (ESPP), inclusive of eligibility tracking, enrollment, contribution change and withdrawal monitoring, and purchase processing / reporting, disqualifying disposition tracking/reporting. Partners with clients to regarding all aspects of equity transactions for the Section 16 population and manages Restricted Persons List/Blackouts Participate in initial client calls to develop prioritization documents and engage in team s capacity planning exercise. Develops and recommends process improvements to support co-sourcing service. Solid understanding of the market, trends, regulations, and political environment impacting equity and compensation programs. Supports cross functional project work with the broad-based rewards team. The Expertise and Skills You Bring BS/BA or equivalent experience required, CCP designation preferred 2-4 years stock plan administration experience Knowledge of Fidelity s PSW system, and/or of other recordkeeping systems (such as Shareworks, E TRADE, Carta, Charles Schwab, etc) Knowledge of HRIS system, such as Workday, SAP, Oracle Cloud, PeopleSoft, etc. Strong organizational and multi-tasking abilities; analytical and problem-solving abilities, and time management skills. Ability to work independently while prioritizing workloads and works well under pressure. Ability to manage projects, set priorities, meet goals and deliverables Strong attention to detail with ability to self-audit to ensure data integrity and accuracy. Strong writing and oral communication skills Customer service oriented Strong Microsoft Office PC skills in Excel, Word, and PowerPoint The Team Our consulting team at Fidelity provides a unique experience for candidates looking for an opportunity to grow their skills and overall career development. Specifically, our team is organized to focus on three key experiences:
We are customer focused. Our work with clients is oriented around problem solving and not defined by products we can upsell to our client. Simply put we do what is best for our clients knowing from that our strong financial success continues. All members of our team work with our most senior leaders on a day-to-day basis. This gives everyone the opportunity to learn from industry leaders with 20
years of experience. We think it is important for our associates to have client exposure early in their careers and throughout to develop strong relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. The Fidelity Workplace Consulting Group is composed of over 400 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. Most of the team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about us please visit this link:
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//www.fidelityworkplace.com/s/workplaceconsulting The base salary range for this position is $76,000-$144,000 per year. u00A0Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. u00A0u00A0 We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. u00A0Note, the application window closes when the position is filled or unposted.Certifications:
Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances:
Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to email protected , or by calling 800-835-5099, prompt 2, option 3. Recommended Skills Administration Analytical Attention To Detail Communication Customer Service Human Resources Information System (Hris) Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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