The position focuses on operational excellence, data integrity, and day-to-day administration of equity compensation.
Key Responsibilities Equity Plan Administration
Support the administration of global equity compensation programs including:
- Stock Options
- Restricted Stock Units (RSUs)
- Employee Stock Purchase Plans (ESPP)
Responsibilities include:
- Processing equity grants, vesting events, ESPP enrollments & purchases
- Maintaining accurate employee equity records in stock plan systems
- Monitoring transactions and reconciling data with HRIS and payroll systems
- Supporting employee inquiries regarding ESPP, equity awards and transactions
Compliance & Reporting
Assist with ensuring compliance with applicable regulatory and tax requirements.
Responsibilities include:
- Coordinating equity data with various business partners, i.e. payroll, finance, HR
- Assisting with reconciliation and reporting in Fidelity equity platform
- Maintaining documentation of equity plan procedures and policies
- Providing equity samplings for audit and SOX controls
Operational Support
Support operational efficiency of equity plan processes.
Responsibilities include:
- Preparing equity reports and analytics for internal stakeholders
- Identifying process improvements and system enhancements
- Assisting with equity system maintenance and data audits
- Supporting annual grant cycles and Employee Stock Purchase Plan
Cross-Functional Collaboration
Partner with internal teams to ensure smooth operation of equity programs.
Key partners include:
- Human Resources
- Finance and Accounting
- Payroll
- Legal
- External equity plan administrators and brokers
Employee Education & Support
Provide guidance to employees on equity compensation programs.
Responsibilities include:
- Responding to employee inquiries related to equity awards and ESPP
- Assisting with employee communications, webinars, and training materials
- Supporting equity education sessions when needed
Typical Qualifications
- Bachelor’s degree in human resources, Finance, Accounting, or related field
- 4–7 years of equity compensation or stock plan administration experience
- Working knowledge of equity plan administration and taxation
- Experience with Fidelity PSW equity platform
- Strong attention to detail and data management skills
- Ability to collaborate effectively across functions
- Certified Equity Professional (CEP) designation or progress toward certification
- Experience supporting global equity compensation programs across multiple jurisdictions
- Familiarity with tax and reporting requirements such as Forms 3921 and 3922
- Experience with Oracle Fusion and equity system integrations
- Advanced Excel skills for equity data analysis and reporting
- Experience supporting executive or leadership equity programs
Choosing a digital partner is about more than capabilities — it’s about collaboration and character.
Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments.
At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations.
Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale.
Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact.
We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition.
At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward.
For more information, visit www.exlservice.com.
