Stock Plans Representative

Benefits:401(k)401(k) matchingBonus based on performanceCompetitive salaryDental insuranceHealth insuranceOpportunity for advancementPaid time offVision insurancePosition Summary:We are seeking a highly motivated and customer-focused Stock Plan Participant Support Specialist to join our team. In this role, you’ll serve as the primary point of contact for employees participating in public company stock plans, delivering education, guidance, and exceptional support related to their equity compensation.Active Series 7 and Series 63 licenses are required for this role, as you’ll assist participants with equity transactions and related brokerage activities.Key Responsibilities:Participant Support & Education:Provide frontline support to stock plan participants via phone, email, and chatEducate participants on various types of equity awards (RSUs, stock options, ESPP, etc.)Assist with account setup, online access, and plan documentationTrading & Transaction Guidance:Guide participants through the use of the trading platform and assist with transactions such as exercises and salesCollaborate with brokerage partners to resolve trade-related inquiries or issuesEnsure accurate and timely processing of all participant transactions and reportsOperational Excellence:Maintain clear and detailed records of participant interactionsIdentify recurring questions and contribute to improved FAQs and knowledge resourcesSuggest process improvements that enhance the participant experienceRequired Qualifications:Active Series 7 and Series 63 licensesStrong understanding of equity compensation plans and brokerage operationsExcellent communication and client service skillsDetail-oriented with strong organizational and problem-solving abilitiesComfortable in a fast-paced, client-centric environment

Created: 2026-03-10