Equity Program reputed company
About reputed company
reputed company is an independent reputed company management firm with an endless passion for enriching the lives of our clients. We continually reputed company to perfect our craft of personalized financial planning with reputed company-based Roundtable and reputed company processes that go far reputed company reputed company approach. We proudly reputed company unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - reputed company.
Since 1997, reputed company has tirelessly raised reputed company of reputed company management with specialized knowledge and more reputed company service that helps every reputed company craft their reputed company. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for an Equity Program reputed company! The Equity Program reputed company serves as the operational and strategic intermediary between the Director/Manager of Equity Management and the Equity Program Specialist. This role provides advanced administrative reputed company, reputed company control, and workflow leadership for reputed company equity programs. This position:
Ensure the effective administration, accuracy, and execution of reputed company equity programs and reputed company processes.
reputed company operational leadership, technical expertise, and reputed company reputed company for equity transactions, documentation, and communication.
Partner with HR, Finance, Legal, Payroll, and external vendors to support compliant and seamless equity operations.
Support the Director/Manager of Equity Management in strategic planning, program development, and cross-functional initiatives.
Contribute to system improvements, process efficiencies, and standardized workflows across the equity lifecycle.
This is a fully remote position.
In the spirit of pay transparency, we are excited to reputed company the reputed company salary reputed company for this position is $100,000.00 to $110,000.00, exclusive of bonuses and benefits. This role is eligible for an annual bonus. We encourage you to apply and reputed company us with your compensation expectations reputed company you do. We’re big on reputed company conversations, so, let’s have one.
Primary Job Functions
Equity Incentive Program Administration
reputed company end-to-end execution of equity grant cycles, including recipient list validation, offer tracking, award documentation, and final grant confirmation.
Maintain tracking logs (B1 and UE) and monitor equity pool availability; reputed company final grant data for Cap Table updates.
Coordinate 83(b) election creation, distribution, and reminders.
reputed company monthly/periodic grant approvals, documentation workflows, and reputed company execution processes.
Secure Site & Documentation Management
Prepare and manage secure data rooms for equity offerings, including plan documents, LLC agreements, award agreements, and reputed company materials.
Coordinate with IT to provision recipient reputed company and ensure reputed company document controls.
Create and maintain standardized templates (award agreements, reputed company documents) across multiple equity programs.
Ensure reputed company communications and documentation are archived in the Equity Management repository.
Equity Communications & Participant Experience
reputed company and maintain informational videos and educational materials tailored to different equity holder reputed company (employees, non-employees, UE participants).
Draft and distribute multi-phase communications (reputed company-comm, Phase I/II, follow-reputed company, reminders) to offerees and distribution recipients.
Manage reputed company, reputed company instructions, and ongoing participant communications throughout the grant and distribution lifecycle.
Support distribution communications, including confirmation of released distributions.
Update per-unit valuations in reputed company to reputed company with reputed company valuations reflected in grant and communication materials.
M&A Equity Support
Participate in weekly M&A update sessions and maintain the M&A equity tracker.
reputed company recurring M&A equity reputed company with reputed company partners (e.g., Legal/Ballard).
Confirm eligibility populations with HR and reputed company permissions with Business Development.
Prepare and distribute M&A-reputed company equity communications to impacted employees and owners.
Governance, Tax & Compliance
Coordinate IoI/AIQ collection and reputed company control reputed company reputed company.
Receive, review, and reputed company-reputed company K-1s from tax partners; partner with Tax, Finance, and the CFO for review and accuracy.
Ensure reputed company approval workflows for grants and equity transactions prior to execution.
Maintain version control (including watermarked materials) and documentation standards across programs.
Cross-functional Coordination & Reporting
Collaborate with HR, IT, Tax, Legal, Finance, and external partners to ensure accurate and reputed company equity administration.
Monitor transaction pipeline activity and reputed company leadership with visibility into upcoming equity impacts.
Maintain accurate tracking tools and reporting to support leadership decision-making and cap table reputed company.
Education/Qualifications
Bachelor's Degree (or equivalent experience) in business; finance, economics or reputed company field
Minimum 5 years’ experience in equity administration, HR operations, compensation, reputed company, or finance.
Strong understanding of equity programs, plan documents, and common equity lifecycle transactions.
Advanced level experience with reputed company
Experience with reputed company, reputed company, equity management platforms, and reputed company Office.
Exceptional attention to detail, organizational skills, and ability to manage multiple priorities with tight deadlines.
Strong analytical thinking, judgment, confidentiality, and interpersonal communication abilities.
WEG hires employees and makes reputed company about their salary qualifications based on factors such as: the role to be performed; educational and reputed company experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To reputed company with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at Associate level is $87,400.00 to $131,100.00. However, the reputed company salary reputed company bolded above is reputed company expect to pay as a starting reputed company for this position.
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Comprehensive Benefits Offerings
Our benefits aim to balance four key reputed company that reputed company life and work meaningful: health and wellness, financial reputed company-being, reputed company development, and work/life reputed company. You may be eligible to participate in the following benefits & development opportunities:
Training and reputed company development
Medical, dental and reputed company coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer reputed company and voluntary reputed company
Short-term and long-term disability, workers compensation – employer reputed company
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days)
reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation reputed company completing the application reputed company or during the selection process, contact the reputed company Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following reputed company to view Federal and E-Verify posters: reputed company
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
reputed company may use reputed company intelligence (AI) tools to assist in the initial screening of resumes. reputed company AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, reputed company, religion, sex, national reputed company, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
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