Shareholder Services Lead - Hybrid
Core
Lead accurate, timely, and compliant stock plan operations for employee equity and shareholder services, partnering with Legal, Finance, Tax, and senior leaders.
Role type
Senior Shareholder Services Lead (Equity & Compensation)
Builds
Employee equity incentive plans, regulatory filings, and Board compensation processes
Domain
Healthcare / Corporate Finance & Equity Administration
Required skills
Stock plan administration, SEC/NYSE compliance, Section 16 reporting, Equity accounting, Sarbanes-Oxley controls, Financial reporting, Vendor management, Change management, Advanced Excel
Preferred skills
CEP certification, Workday, Fidelity stock plan administration, Proxy disclosure, M&A equity support
Technologies
Workday, Fidelity, Microsoft Excel
Responsibilities
Administer employee equity incentive plans (grants, vesting, dividends), manage vendor relationships (Fidelity, Computershare), review regulatory filings (Forms 3/4, 10-K), manage Restricted Persons List, perform financial reconciliations and SOX testing, support Board compensation and proxy statements, guide equity tax compliance, analyze long-term incentive design, lead M&A equity work.
Seniority
Senior, hands-on IC
