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Senior Associate, Rewards Stock Plan Administration

Company: Fidelity Investments
Location: Covington
Posted on: November 23, 2022

Job Description:

Job Description: The Role You will support broad-based rewards with an emphasis on equity plan related projects and support relationships that provide Fidelity clients with comprehensive solutions. This role will provide vital support to clients on co-sourcing engagement, mainly to manage the processing of day-to-day stock plan administration in both client s internal system and PSW. These services can involve a variety of topics including but not limited to administrative support, compliance, and reporting services.

  • Provide daily stock plan administration support to client on a co-sourcing basis
  • Oversees the accurate and timely processing of equity related transactions, such as stock option exercises, restricted stock unit distributions, and dividend distributions.
  • Monitors tax rates for upcoming equity transactions and liaises with the client s contact to ensure tax compliance.
  • Provides accurate and timely processing of reports to support clients payroll processes
  • Manages Restricted Persons List / Blackouts.
  • Support upload and updates to indicative data
  • Initiate changes service requests
  • Administers client s Employee Stock Purchase Plan (ESPP), inclusive of eligibility tracking, enrollment, contribution change and withdrawal monitoring, and purchase processing / reporting, disqualifying disposition tracking/reporting.
  • Partners with clients legal department to manage all aspect of equity transactions for the Section 16 population
  • Develops and recommends process improvements to support co-sourcing service.
  • Working knowledge of the market, trends, regulations, and political environment impacting equity and compensation programs.
  • Supports cross functional project work with the broad-based rewards team. The Expertise and Skills You Bring
    • BS/BA required (MBA preferred), CCP designation preferred
    • 3-5 years overall experience
    • Knowledge of Fidelity s PSW system
    • Strong organizational and multi-tasking abilities; analytical and problem-solving abilities, and time management skills.
    • Ability to work independently while prioritizing workloads and works well under pressure.
    • Ability to project manage, set priorities, meet goals and deadlines
    • Strong attention to detail with ability to self-audit to ensure data integrity and accuracy.
    • Strong writing and oral communication skills
    • Customer service oriented
    • Strong Microsoft Office PC skills in Excel, Word, and PowerPoint The Team Our consulting team at Fidelity provides a unique experience for candidates looking for an opportunity to grow their skills and overall career development. Specifically, our team is organized to focus on three key experiences:We are client focused. Our work with clients is oriented around problem solving and not defined by products we can upsell to our client. Simply put we do what is best for our clients knowing from that our strong financial success continues. All members of our team work with our most senior leaders on a day-to-day basis. This gives everyone the opportunity to learn from industry leaders with 20+ years of experience. We think it is important for our associates to have client exposure early in their careers and throughout to develop strong relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. The Fidelity Workplace Consulting Group is composed of over 400 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: Certifications: Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Covington , Senior Associate, Rewards Stock Plan Administration, Accounting, Auditing , Covington, Kentucky

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