Job Description
Full job description
Job Description: The position focuses on operational excellence, data integrity, and day-to-day administration of equity compensation.
Responsibilities: 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
Qualifications: 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
Job Description: The position focuses on operational excellence, data integrity, and day-to-day administration of equity compensation.
Responsibilities: 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
Qualifications: 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
💡 Quick Summary
Seeking a career-building opportunity? The Manager - Corporate Rewards position is now open for candidates interested in the Insurance sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.
