Note: The job is a remote job and is open to candidates in USA. Empower is a financial services company that helps customers achieve financial freedom. The Senior Implementation Consultant supports onboarding new clients by managing data conversion, system configuration, client training, and coordination with clients, internal teams, and broker-dealer partners for stock plan systems.
Responsibilities
- Provide input to work planning and timelines for new client implementation
- Communicate with clients to resolve data-related questions
- Perform data conversion and import work for new clients, including quality review of stock plan–specific data and scenarios such as Equity plan grant data, Exercise and cancel transaction data, Cap table issuance and transaction data and Fair value and stock-based compensation expense data
- Configure the Empower Stock Plan Services database for new clients, including Plan setup and parameters, Client vesting schedules, Client termination schedules, Participant portal configuration, Broker portal and model configuration
- Coordinate with broker-dealer teams (internal and external) on client brokerage configuration, account setup, and initial share balances
- Participate in client implementation communications and calls
- Design and document implementation processes
- Develop client training plans and materials
- Train new clients on stock plan system functionality
- Complete implementation checklists
- Oversee adherence of the Implementation team to Employee Stock Plan Services (ESPS) Data Classification and Information Handling Procedures
Skills
- Bachelor's degree in business, finance, computer science, or related field or equivalent experience
- Strong skills in data analysis, conversion, and validation
- Knowledge of financial transactions, cap tables, and equity compensation concepts
- Proficiency with database configuration and system setup
- Excellent communication skills, including ability to train clients and explain technical concepts clearly
- Strong attention to detail and ability to manage multiple client implementations simultaneously
- Proficiency in Microsoft Excel and other data management tools
- Applicants must be authorized to work for any employer in the U.S
- For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption
- You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet
- 3 to 5 years of experience with equity or stock plan administration systems strongly preferred
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
- Remote - Nationwide
- Other necessary computer equipment will be provided
Company Overview