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Stock Plan Services Jobs (NOW HIRING)

Autodesk

Stock Plan Administrator

Portland, OR · Remote

$85K - $105K/yr

... service providers * Prior experience with Equity Edge Online (EEO) and Workday is preferred ... Create, update, and maintain stock plan procedural documents * Maintain best practices with respect ...

Autodesk, Inc.

Stock Plan Administrator

Portland, OR · On-site

$85K - $105K/yr

... service providers * Prior experience with Equity Edge Online (EEO) and Workday is preferred ... Create, update, and maintain stock plan procedural documents * Maintain best practices with respect ...

Autodesk

Stock Plan Administrator

Novi, MI · Remote

$85K - $105K/yr

... service providers * Prior experience with Equity Edge Online (EEO) and Workday is preferred ... Create, update, and maintain stock plan procedural documents * Maintain best practices with respect ...

Qualcomm

Stock Plan Administrator, Staff

San Diego, CA · On-site

... service when responding to employee inquiries. This role requires strong analytical abilities ... Monitor and analyze stock plan metrics and trends, providing insights and recommendations for ...

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How much do stock plan services jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for stock plan services in the United States is $20.30, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $20.67 per hour, depending on experience, location, and employer.

How to become a stock plan administrator?

To become a stock plan administrator, candidates typically need a bachelor's degree in finance, accounting, or a related field, along with experience in employee benefits or stock plan management. Strong organizational skills, knowledge of equity compensation plans, and proficiency with plan administration software are important. Certifications such as the Certified Equity Professional (CEP) can enhance job prospects.

What are the key skills and qualifications needed to thrive in Stock Plan Services, and why are they important?

To excel in Stock Plan Services, you need a solid understanding of equity compensation plans, financial regulations, and relevant tax implications, often supported by a degree in finance, business, or accounting. Familiarity with stock plan administration platforms (such as E*TRADE or Shareworks), SEC reporting tools, and compliance systems is typically required. Strong analytical skills, attention to detail, and effective communication are essential soft skills for supporting clients and ensuring accuracy. These competencies are crucial for maintaining compliance, optimizing plan administration, and delivering high-quality service to both employers and plan participants.

What careers work with stocks?

Careers that work with stocks include roles such as stock plan administrators, financial analysts, stock plan services specialists, and equity compensation managers. These professionals handle stock plan administration, compliance, reporting, and employee communication, often requiring knowledge of financial regulations, stock plan software, and strong analytical skills.

What is a stock plan service?

A stock plan service involves managing and administering employee stock plans, such as stock options or restricted stock units, for companies. Professionals in this field handle plan design, compliance, recordkeeping, and communication with employees to ensure accurate and efficient stock plan operations.

What jobs make $1,000,000 a year?

In the field of Stock Plan Services, high-level roles such as Chief Financial Officers, senior investment managers, or executives involved in large-scale corporate stock compensation programs can earn annual salaries and bonuses exceeding $1 million. These positions typically require extensive experience, advanced financial or legal expertise, and leadership responsibilities within large organizations or financial institutions.

What are Stock Plan Services?

Stock Plan Services are specialized financial services that help companies manage and administer their employee equity compensation programs, such as stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs). These services typically include recordkeeping, regulatory compliance, education for plan participants, and transaction processing. By utilizing Stock Plan Services, companies can streamline the administration of their stock-based compensation and ensure that both the company and its employees understand and maximize the benefits of their equity awards.

What are some typical challenges faced by professionals working in Stock Plan Services, and how can they be addressed?

Professionals in Stock Plan Services often navigate complex regulatory requirements, tight deadlines during equity events, and the need to communicate intricate plan details to both clients and internal stakeholders. Staying up to date with evolving tax laws and compliance rules is crucial, as errors can have significant financial implications. Building strong relationships with legal, payroll, and HR teams helps streamline processes and ensure accurate reporting. Continuous professional development and leveraging technology tools can make managing these challenges more efficient.
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Stock Plan Services jobs near you
Infographic showing various Stock Plan Services job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $42,233 per year, or $20.3 per hour.
Financial Reporting Manager - Stock Plan Services

Financial Reporting Manager - Stock Plan Services

Fidelity Investments

Covington, KY • On-site

$86K - $113K/yr

Full-time

Posted 12 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 270 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description

Job Description:Note: Fidelity will not provide immigration sponsorship for this positionThe Role

Be a part of the organization that helps service the Fidelity Stock Plan Services (SPS) Financial Reporting team! In this role you will be the first line of support to a defined client base in helping to provide a platform to acquire their financial reporting requirements related to equity compensation.

Serve as the client's primary support for SPS' financial reporting offering, with a client base typically 20 - 25 public companies spanning across all segments (Emerging, Mid, Large and Strategic). In this capacity, you are responsible for the processing and reporting of their client's financial reporting data according to the client defined reporting schedule. You will work with their clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis. The identification and development of process benchmarks and standard methodologies across the client base are important to client delivery. You will train client contacts to use Plan Sponsor Workstation (PSW) and its functionality such as SPS reporting, including customized reporting dashboards, as well as Team Workspace. The Financial Reporting Manager is highly engaged with client contacts and builds long term relationships to provide end to end service delivery.

  • As an important member of the Financial Reporting team, you will participate in all operational aspects of the reporting process; client developed scheduled reporting to ad-hoc report development (including fee for service projects).

  • You will be a key member, along with SPS Implementation and Account Management, to implement a client's reporting information from a legacy provider to the Fidelity Stock Plan Administration system. You provide assistance with the overall testing effort for the SPS financial team as coordinated by the SPS Product Development team.

  • Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle

  • Partnering with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration.

  • Assisting with SPS Product and SPS Technology partners on major product improvements to ensure business is adequately prepared to support new features and functionalities

  • Client advisor regarding solution-based financial report modifications within the financial section of the Plan Sponsor Workstation platform.

  • Crafting and maintaining required data for process measures and reporting.

The Expertise and Skills You Bring

  • Bachelor's degree or equivalent experience preferred

  • 3-5 years of Accounting/Finance, Financial Services and/or Stock Plan Administration experience

  • Excel and Access skills

  • Certified Equity Professional (CEP) level 1 encouraged

  • Your strong ability to multi-task, react and think quickly

  • You bring a Positive can-do demeanor and a willingness to work across groups to get the job done

  • You are a team player who will consistently provide a very high level of support to the group

  • Your Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook).

  • Strong operational and project management skills.

  • Proven success in developing presentations and reporting.

  • Very strong verbal and written communication skills.

  • You are passionate about the details and possess strong communication and organizational skills.

  • You're a Self-starter with strong sense of ownership and involvement is essential. Must be very proactive in approach.

  • You are flexible enough to work overtime if needed

The Team

Fidelity's SPS provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation rights and performance plans.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Category:Operations

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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