E*TRADE Financial Holdings, LLC

Stock Plan Administrative Consultant

Job Locations US-UT-Sandy | US-GA-Alpharetta | US-NJ-Jersey City
Posted Date 2 weeks ago(2/19/2021 9:58 AM)
Requisition ID
Professional Area
Corporate Services

Who We Are

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

About the Role



*Candidate may be hired Remotely*


The Consulting Manager is responsible for the process management, administration and execution of assigned clients’ equity compensation programs. The individual will be assigned to clients as replacement services and/or other administrative solutions on a short-term, transitory, or permanent basis. The role will require the rapid understanding of each client’s equity compensations plans to provide best in class services while on assignment.



  • Manage all aspects of company equity compensation plan(s) including:
    • Internal partners (e.g. Human Resources, Executive Compensation, Finance, etc.)
    • Third party engagements (e.g. Transfer Agent, Brokerage/Service Providers, Payroll Vendors, etc.)
    • Ad hoc and periodic reporting
  • Provide equity compensation expertise and knowledge of practices, trends, and programs as the subject matter expert
  • Liaise with E*TRADE Client Services to manage regular Stock Plan events such as Releases and Purchases
  • Provide accurate recordkeeping of equity-related data, to include:
    • Transactions such as restricted stock vesting, stock option exercises, and grants
    • New hire accounts and terminations
    • Trading blackout windows and Section 16 reporting



  • Bachelor’s Degree in Business, Finance or a related field
  • Minimum 3 years of equity compensation administration or related experience


  • Strong customer service skills and excellent organizational skills with the ability to multi-task
  • Strong leadership and negotiating skills
  • Self-directed and results oriented
  • Excellent communication skills
  • Certified Equity Compensation Professional level three preferred
  • Knowledgeable about equity-related accounting, tax, and legal concepts, both domestic and international in scope
  • Strong teamwork skills. Must be able to multi-task and problem solve, learn quickly and adapt to changing priorities
  • Enthusiastic and creative individual who is comfortable with rapidly engaging in new client environments
  • Knowledgeable on Equity Edge Online and/or other stock plan administration systems
  • Ability and willingness to travel up to 10%
  • CEP® preferred


E*TRADE, a member of the Morgan Stanley family of companies offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Flexible Spending Account or Health Savings Account, Life Insurance, Disability and other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k) and financial wellness plans in addition to other special perks reserved for our employees. Please visit Employment benefits at E*TRADE Financial — explore jobs (etradecareers.com) learn more about our benefit offerings.

EEO Statement

E*TRADE Financial Holdings, LLC is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.


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