Equity Plan Sr. Manager

Job Description

SUMMARY: The Equity Plan Sr. Manager is the internal subject matter expert (SME) responsible for accurate and timely data and reporting, ongoing internal customer service, vendor management and Sarbanes-Oxley (SOX) compliant equity administration processes.  The incumbent understands plan administration, anticipates plan needs, makes adjustments, executes flawlessly, and contributes strategic ideas to equity plan re-designs and performs all duties in accordance with all applicable corporate policies, practices and procedures.

ESSENTIAL FUNCTIONS:   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

• Serves as a key participant in the implementation and management of the Employee Stock Purchase Plan (ESPP) including plan set-up with the equity plan vendor, preparing employee education materials, working with the PXIS, integrations, and payroll teams for configuration set-up requirements in Workday, ensuring timely transmission of contributions to the equity plan vendor, and processing of stock purchases.
• Administers the Company’s stock-based compensation plans, including restricted stock awards and performance stock units, and ensuring timely processing of award issuance, releases, performance goal updates, and participant account maintenance.
• Reconciles equity award activity on an on-going basis including restricted stock vesting activity for tax withholding purposes; run required monthly and quarterly reports for accounting, finance, tax and payroll departments;
• Administers the subsidiary equity plans including conducting an annual review for new participants and adjustments to existing awards, facilitating approval by the applicable authorized leaders via the plan resolution, issuing grant packages and tracking acceptance through signed documents, and monitoring for terminations to notify Stride’s legal team accordingly.
• Monitors and ensures compliance with company securities trading policies, prepares grant packages and track receipt of award agreements including tracking equity grants of directors and officers, monitor insider trading and trading clearance from the General Counsel’s office, providing necessary documentation for filing Form 4 and other Section 16 reports with the SEC and maintain related files confidentially within the required timelines;
• SOX compliance; proxy preparation support; track 10b5-1 Plan sales; interface with auditors during audit periods;
• Work collaboratively with all departments and vendors involved in equity administration to provide strategies to improve stock administration processes and procedures; create and maintain departmental procedural manuals and checklists;
• Coordinate with Human Resources, Legal and Finance/Accounting departments, as necessary, to ensure compliance with company policies and guidelines; ensure company procedures are in compliance with State and Federal laws;
• Provide support and education to employees related to equity concerns; assist in the development of communication materials for plan participants;
• Assist in other compensation projects as able, and perform general departmental duties as needed.

Supervisory Responsibilities: This position has no formal supervisory responsibilities.

MINIMUM REQUIRED QUALIFICATIONS:   

• Understanding of public company stock ownership and stock plan development as well as knowledge of SEC rules and SOX requirements
• Must have knowledge of the entire equity process cycle, including the linkages between Legal, Tax, Accounting, Payroll, and HR
• Excellent written and verbal communication skills
• Proven ability to organize and lead a project to completion
• Effective problem-solving, decision making and critical thinking skills
• Excellent interpersonal skills, with the ability to communicate sensitive and confidential matters effectively
• Ability to maintain strict confidentiality
• Focus on customer satisfaction
• Superior analytical skills, advanced Excel skills and excellent attention to detail
• Ability to clear required background check
• Seven (7) years of stock plan experience

Certificates and Licenses: None required.

DESIRED QUALIFICATIONS:  

• Bachelor’s Degree in human resources or related field
• Attainment or pursuit of Certified Employee Benefit Specialist (CEBS), CEP, and/or CCP certification

WORK ENVIRONMENT:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation & Benefits: Stride, Inc. considers a person’s education, experience, and qualifications, as well as the position’s work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee’s salary level. Salaries will differ based on these factors, the position’s level and expected contribution, and the employee’s benefits elections. Offers will typically be in the bottom half of the range.

• We anticipate the salary range to be $86,077.50 to $120,834.25. Eligible employees may receive a bonus. This salary is not guaranteed, as an individual’s compensation can vary based on several factors. These factors include, but are not limited to, geographic location, experience, training, education, and local market conditions. Stride offers a robust benefits package for eligible employees that can include health benefits, retirement contributions, and paid time off.

 This position is remote and open to residents of the 50 states, D.C. The above job 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.  All employment is “at-will” as governed by the law of the state where the employee works.  It is further understood that the “at-will” nature of employment is one aspect of employment that cannot be changed except in writing and signed by an authorized officer. 

Job Type

The above job 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. All employment is “at-will” as governed by the law of the state where the employee works.  It is further understood that the “at-will” nature of employment is one aspect of employment that cannot be changed except in writing and signed by an authorized officer.

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you can request the appropriate accommodation by contacting stridecareers@k12.com.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Stride, Inc. is an equal opportunity employer. Applicants receive consideration for employment based on merit without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or any other basis prohibited by federal, state, or local law. Stride, Inc. complies with all legally required affirmative action obligations. Applicants will not be discriminated against because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.