Senior Account Manager, Stock Administration

Senior Account Manager – Stock AdministrationUSA Remote - Pacific Standard TimeSALARY$105,000 - $120,000REPORTING MANAGERDirector of Client ServicesBENEFITS ELIGIBILITYFull benefits, paid time off, and holiday pay if full-timeLOCATIONRemoteTRAVEL REQUIREDLimitedWHO WE ARE:We bring together excellence, integrity, opportunity, passion, and teamwork to drive meaningful results for our clients and our people. We're experts in equity compensation and business transformation—combining deep technical knowledge with a genuine commitment to doing what's right, every timeOur culture is built on trust, collaboration, and continuous growth. We believe great work comes from empowered teams, open communication, and a shared commitment to making complex things simple for those we serve. As part of the team, you'll find opportunities to innovate, contribute, and grow—while working alongside colleagues who care deeply about helping each other succeedROLE OVERVIEW:This Senior Account Manager will manage the Equity Department for one of our clients. This role will support internal, day-to-day stock plan administration needs in a leadership position, leading a team at one of our global clients, while also participating in the administration of that client's stock plansESSENTIAL DUTIES AND RESPONSIBILITIES:Manage stock administration operations and activities for 6-10 clientsStrong client management and support for complex clientsHigh-end problem research and resolutionCompleting forms 3, 4, and 5 to comply with Section 16 reporting requirementsIntermediate knowledge level when dealing with international plans & participantsEffective client communicationUnderstand and analyze outsourcing business requirements at micro and macro levels and make recommendations as needed.Thought leadership and best practice developmentWork closely with detailed project work scopes, timelines, and deliverables based on client requirementsLeadership for the client and internal teamDAILY FUNCTIONS:Client Management & Satisfaction (50%)Present status and division updates to the management team. Discuss trends and prepare plans to manage results into a positive, long-term story.Set action plans and deliverables for clients outside of the platform & service strategy/goalsCoach the team to deliver highly responsive and accurate work within the SOS Box of ServicesEnsure all communications and materials are presented in a professional mannerProvide guidance and mentorship to the Account Management Team.Assist with escalations and develop long-term strategies to prevent future service issues. Strategic Element and Industry Engagement (20%)Suggest service changes & enhancements to SOS and platforms to improve service deliveryReview internal resources to expose gaps and address how to eliminate documentation issuesBest Practice advocate. Enhance existing procedures and practices to continually improveRepresent our company through industry events, chapter meetings, social media, etc.Leadership & Guidance (30%)Share knowledge and provide guidance for other Account ManagersPartner with Outsourcing Management to set strategic goals & meet annual business goals.Play an active role in meetings – both as a participant and leaderDemonstrate how a professional manages client relationships and organizes materials to drive strong satisfactionRecognize others for their efforts and contributionsMINIMUM QUALIFICATIONS AND EXPERIENCE:Bachelor's degree or equivalent experienceAt least 4+ years managing corporate clientsAt least 5+ years of experience in corporate stock administration with a strong understanding of business, regulatory, and technical requirements at an operational and potentially strategic levelsExpert on the administration of Stock Option and Restricted Stock, Performance, and Stock Purchase productsExtended knowledge in financial accounting, treasury, taxation and how they impact equity compensationWorking knowledge of Section 16, International, Brokerage rules and regulationsExcellent writing skills, including grammar, spelling, and presentation (samples of workrequested)Able to manage multiple tasks and deadlines effectively and efficientlyFlexibility to work a non-standard work schedule and adapt to changing requirements depending on client activityHighly proficient with all MS Office applications (Excel, Word, PowerPoint, Outlook) o Google applications are a plusExtended knowledge of 2 major equity software platforms (Shareworks, E*Trade or Fidelity)CEP II desiredCORE COMPETENCIES:Professionalism/Customer Service: Highly responsive and communicative. Displays courtesy and sensitivity. Manages difficult or emotional customer situations. Meets commitments. Solicits customer feedback to improve service. All correspondence is highly professional and looks terrificPlanning & Directing Client Activities: Proactive with leading & directing clients with agenda, project plans, calendars, etc. Expert in equity knowledge. Understands the industry and leads with best practices. Constantly learning and seeking to improve processes and functions. Displays understanding of how the job relates to othersBest Practice Influencer: Understands the best way for work to be done. Listens intently to clients and negotiates with them to migrate them to those practices. Derives great value for clients and loyalty with SOSTeam Resource: Available to the team to mentor, train, and demonstrate the SOS way to manage and lead administration with our clientsThe above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other related duties, as assigned by their supervisor. We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.req26-00137

Created: 2026-05-09