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Equity Plan Administrator

Advantage Solutions
United States, Illinois, Chicago
April 26, 2024

Equity Plan Administrator
Job Locations

US-IL-Chicago



Primary Posting Location : City

Chicago


Primary Posting Location : State/Province

IL


Primary Posting Location : Postal Code

60601


Primary Posting Location : Country

US

Requisition ID
2024-432096

Position Type
Full Time

Category
Professional: (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service)

Minimum
USD $97,000.00/Yr.

Maximum
USD $119,000.00/Yr.



Summary

Equity Plan Administrator


The Equity Plan Administrator is responsible for the overall management of the Advantage equity plans and the Employee Stock Purchase Plan (ESPP). This includes the day-to-day administration of both plans and vendor management of third-party equity administrator.


Job Will Remain Open Until Filled



Responsibilities

The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Essential Job Duties and Responsibilities
    Accurately and efficiently handle the day-to-day administration of the equity stock plan, collaborating with various internal departments and external partners to gather necessary information for thorough and successful transactions
  • Execute all-equity plan transactions (grants, releases, exercises, dispositions, etc.) in an efficient and timely manner, maintaining compliance with all state and federal laws
  • Own the Employee Stock Purchase Plan, from administering the bi-annual purchase windows, performing various control audits to ensure accuracy and ensuring data file integrity between third-party administrator and internal payroll department
  • Conduct audits, analyses, and reconciliations with large data sets and complex information
  • Lead process optimization, and maintain document library and communications respository
  • Comply with SOX Control procedures and act as main point of contact for monthly Control Audits
  • Prepare reports and other materials for meetings with the Board of Directors, Compensation Committee, and/or Executive Leadership Team
  • Other duties, as assigned
Supervisory Responsibilities
- This position does not have supervisory responsibilities for direct reports
- This position does not have guidance or mentoring responsibilities for indirect reports
Travel and/or Driving Requirements
- Travel and Driving are not essential duties or functions of this job
Minimum Qualifications
Education & Experience Level: Bachelor's Degree ( Related certification, preferred)
4-7 years of direct experience with Equity Plan Administration
Experience with stock plan purchase programs, preferred
Prior experience working with Fidelity, preferred
Skills, Knowledge, and Abilities:
  • Self-motivated, flexible and deadline-oriented
  • Strong work ethic and ability to work independently
  • Sound attention to detail, numbers oriented and natural curiosity to identify and solve problems
  • Effective interpersonal skills and ability to communicate clearly with all levels of professionals
  • Well organized and capable of succeeding in fast-past work environment
  • Advanced Microsoft Office skills, with exceptional Word and Excel capabilities
Environmental & Physical Requirements
Office / Sedentary Requirements
Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs.
Additional Information Regarding Advantage Solutions Job Duties and Job Descriptions
Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law.
The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).


Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.


The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.



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