Senior Implementation Consultant - Stock Plan Services

Empower • Overland Park, KS

1d • $72,200 - $101,975

About The Position

This role supports the successful onboarding of new clients to Empower Stock Plan Services by managing data conversion, system configuration, and client training for equity and stock plan systems. The position works closely with clients, internal teams, and broker-dealer partners to ensure accurate implementation and a smooth transition to the platform. It also oversees adherence to Employee Stock Plan Services (ESPS) Data Classification and Information Handling Procedures.

Requirements

• Bachelor’s degree in business, finance, computer science, or a related field, or equivalent experience.
• Strong skills in data analysis, conversion, and validation.
• Knowledge of financial transactions, cap tables, and equity compensation concepts.
• Proficiency with database configuration and system setup.
• Excellent communication skills, including the ability to train clients and explain technical concepts clearly.
• Strong attention to detail and ability to manage multiple client implementations simultaneously.
• Proficiency in Microsoft Excel and other data management tools.
• Must be authorized to work for any employer in the United States; visa sponsorship or takeover of sponsorship is not available.

Nice To Haves

• Three to five years of experience with equity or stock plan administration systems is strongly preferred.

Responsibilities

• Provide input to work planning and timelines for new client implementations.
• Communicate with clients to resolve data-related questions.
• Perform data conversion and imports for new clients, including quality review of equity plan grant data, exercise and cancellation transactions, cap table issuance and transaction data, and fair value and stock-based compensation expense data.
• Configure the Empower Stock Plan Services database for new clients, including plan parameters, vesting and termination schedules, participant portal settings, and broker portal and model settings.
• Coordinate with internal and external broker-dealer teams on client brokerage configuration, account setup, and initial share balances.
• Participate in client implementation communications and calls.
• Design and document implementation processes.
• Develop client training plans and materials.
• Train new clients on stock plan system functionality.
• Complete implementation checklists.
• Oversee the Implementation team’s adherence to ESPS Data Classification and Information Handling Procedures.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual environment with the option to wear jeans.
• Paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• Paid volunteer time of 16 hours per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior