Stock Plan Administrator
HybridHouston, Texas, United States
Job Summary
Administer end-to-end equity compensation programs, including RSU grants, vesting, terminations, and forfeitures, while maintaining the stock plan administration platform as the system of record. Process and reconcile stock transactions across the plan platform, payroll, and transfer agent, ensuring accuracy and timely execution. Manage pre-clearance for the insider population and administer 10b-5 trading plans, including setup, monitoring, and required filings alongside outside counsel. Support Section 16 reporting, Form 4 filings, and SEC proxy statement inputs, while monitoring blackout windows and flagging compliance issues. Administer the Employee Stock Purchase Plan, building scalable self-service resources for enrollment and purchase processing. Partner with Legal, Finance, and People Operations on equity expense, forecasting, audit support, and employee education regarding vesting mechanics and trading windows.
Required Qualifications
- 3-6 years of experience administering equity compensation plans, ideally including RSUs and an ESPP.
- Experience with a stock plan administration platform (e.g., Fidelity, Shareworks, Certent, E*Trade, Computershare, or Carta).
- Working knowledge of insider trading compliance, Section 16, Form 4 filings, and 10b-5 trading plans.
- Advanced Excel skills and strong analytical rigor; comfortable reconciling data across systems.
- High attention to detail and sound judgment handling confidential, market-sensitive information.
- Strong written and verbal communication skills; able to explain equity mechanics to non-experts.
- Willingness to relocate to Houston, or already based in the Houston area.
Desired Qualifications
- Certified Equity Professional (CEP) designation.
- Experience at a company that recently completed an IPO, including lock-up and increased insider-population management.
- Direct experience partnering with Legal and Finance on SEC reporting or proxy statement inputs.
- Experience migrating equity plan administration off of Carta onto a more advanced platform.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.