Stock Plan Operations Support Lead - ESPP

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position.

The Role

Be the go-to SME for your respective team and process. Be the one that drives efficiency, service and risk management across your processes, with your customers all while taking an end-to-end view and influencing key business partners.

The Operational Support Lead (OSL) is primarily responsible for oversight, coordination, and processing of ongoing plan activities for plan sponsors. The OSL will support their operational team, client management and business partners leading to efficiency, control, and plan sponsor satisfaction.

• Providing oversight of inbound and outbound files including grant, indicative, ESPP, restricted award and deposit files to ensure service level agreements and plan sponsor expectations are achieved.
• Coordinating stock plan events including ESPP purchases, RSA/U vesting/distributions and ad hoc deposits.
• Supporting plan sponsor and participant inquiries including updates to the Plan Administration for exception and standard processes.
• Researching and resolving escalated issues correctly and in a timely manner.
• Provide process oversight, documentation and coordination of internal processes including Plan Administration updates and plan activities including share and money movements.
• Process ownership including product support and solution development to drive best practices and technology improvements.
• Achieving plan sponsor and participant trust through creation, implementation and ongoing support of quality, audit and reporting programs.
• Overseeing plan activities and file feeds will require a focus and an attention to detail to identify isolated and widespread exceptions, problems or issues.
• The OSL will define, implement and maintain routines and monitoring to ensure all activities are occurring in a controlled environment to foster client trust and confidence.

The Expertise and Skills You Bring

• 3-5 years Stock Plan Administration experience is required.
• CEP level 1 or higher encouraged.
• Series 7 encouraged.
• You have the ability to work effectively in a team-based environment.
• You demonstrate organization navigational skills.
• You have Equity Compensation knowledge.
• You have strong analytical, research and problem resolution skills.
• You bring consultative and influencing skills.
• You know process improvement methodology.
• You have advanced knowledge MS Office skills including Excel, Access and PowerPoint preferred.

The Team

For more than two decades, Fidelity Stock Plan Services, which is fully integrated within the Workplace Investing (WI) division, has been a trusted leader in equity compensation administration for both public and private companies. As a premier equity compensation provider, we empower employers with advanced technology and exceptional service to strategically manage their equity programs and attract and retain top talent. This also includes helping their employees understand and value their equity awards through comprehensive and highly personalized communications, education and guidance.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

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Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.