Senior Account Manager, Stock Administration

Senior Account Manager – Stock Administration

USA Remote - Pacific Standard Time

SALARY : $105,000 - $120,000

REPORTING MANAGER : Director of Client Services

BENEFITS ELIGIBILITY : Full benefits, paid time off, and holiday pay if full-time

LOCATION : Remote

TRAVEL REQUIRED : Limited

WHO WE ARE:

We bring together excellence, integrity, opportunity, passion, and teamwork to drive meaningful results for our clients and our people. We’re experts in equity compensation and business transformation—combining deep technical knowledge with a genuine commitment to doing what’s right, every time

Our culture is built on trust, collaboration, and continuous growth. We believe great work comes from empowered teams, open communication, and a shared commitment to making complex things simple for those we serve. As part of the team, you’ll find opportunities to innovate, contribute, and grow—while working alongside colleagues who care deeply about helping each other succeed

ROLE OVERVIEW:

This Senior Account Manager will manage the Equity Department for one of our clients. This role will support internal, day-to-day stock plan administration needs in a leadership position, leading a team at one of our global clients, while also participating in the administration of that client's stock plans

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Manage stock administration operations and activities for 6-10 clients

Strong client management and support for complex clients

High-end problem research and resolution

Completing forms 3, 4, and 5 to comply with Section 16 reporting requirements

Intermediate knowledge level when dealing with international plans & participants

Effective client communication

Understand and analyze outsourcing business requirements at micro and macro levels and make recommendations as needed.

Thought leadership and best practice development

Work closely with detailed project work scopes, timelines, and deliverables based on client requirements

Leadership for the client and internal team

DAILY FUNCTIONS:

Client Management & Satisfaction (50%)

Present status and division updates to the management team. Discuss trends and prepare plans to manage results into a positive, long-term story.

Set action plans and deliverables for clients outside of the platform & service strategy/goals

Coach the team to deliver highly responsive and accurate work within the SOS Box of Services

Ensure all communications and materials are presented in a professional manner

Provide guidance and mentorship to the Account Management Team.

Assist with escalations and develop long-term strategies to prevent future service issues. Strategic Element and Industry Engagement (20%)

Suggest service changes & enhancements to SOS and platforms to improve service delivery

Review internal resources to expose gaps and address how to eliminate documentation issues

Best Practice advocate. Enhance existing procedures and practices to continually improve

Represent our company through industry events, chapter meetings, social media, etc.

Leadership & Guidance (30%)

Share knowledge and provide guidance for other Account Managers

Partner with Outsourcing Management to set strategic goals & meet annual business goals.

Play an active role in meetings – both as a participant and leader

Demonstrate how a professional manages client relationships and organizes materials to drive strong satisfaction

Recognize others for their efforts and contributions

MINIMUM QUALIFICATIONS AND EXPERIENCE:

Bachelor’s degree or equivalent experience

At least 4+ years managing corporate clients

At least 5+ years of experience in corporate stock administration with a strong understanding of business, regulatory, and technical requirements at an operational and potentially strategic levels

Expert on the administration of Stock Option and Restricted Stock, Performance, and Stock Purchase products

Extended knowledge in financial accounting, treasury, taxation and how they impact equity compensation

Working knowledge of Section 16, International, Brokerage rules and regulations

Excellent writing skills, including grammar, spelling, and presentation (samples of work

requested)

Able to manage multiple tasks and deadlines effectively and efficiently

Flexibility to work a non-standard work schedule and adapt to changing requirements depending on client activity

Highly proficient with all MS Office applications (Excel, Word, PowerPoint, Outlook) o Google applications are a plus

Extended knowledge of 2 major equity software platforms (Shareworks, E*Trade or Fidelity)

CEP II desired

CORE COMPETENCIES:

Professionalism/Customer Service: Highly responsive and communicative. Displays courtesy and sensitivity. Manages difficult or emotional customer situations. Meets commitments. Solicits customer feedback to improve service. All correspondence is highly professional and looks terrific

Planning & Directing Client Activities: Proactive with leading & directing clients with agenda, project plans, calendars, etc. Expert in equity knowledge. Understands the industry and leads with best practices. Constantly learning and seeking to improve processes and functions. Displays understanding of how the job relates to others

Best Practice Influencer: Understands the best way for work to be done. Listens intently to clients and negotiates with them to migrate them to those practices. Derives great value for clients and loyalty with SOS

Team Resource: Available to the team to mentor, train, and demonstrate the SOS way to manage and lead administration with our clients

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other related duties, as assigned by their supervisor.

We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.

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