Stock Plan Administration Specialist - Award Team

Fidelity • Covington, KY

7d

About The Position

The Stock Plan Services Administration Specialist works within the Operations team supporting equity compensation plans. The role coordinates and executes brokerage-specific transactions and client-driven requests related to plan configuration and setup. Requests come from external Plan Sponsors through a workflow management tool or from internal Client Service Managers responsible for client relationships. Some transactions require interpreting client instructions and applying service-level agreements to make decisions that maintain client expectations.

The position requires precise, well-controlled execution, strong communication, and collaboration across internal teams. The specialist balances client needs with participant experience and considers how plan updates affect participants’ equity compensation balances. Work is high-volume and market-sensitive, with daily tasks and competing deadlines.

Fidelity Stock Plan Services is integrated within the Workplace Investing division and provides equity compensation administration for public and private companies. Its services include technology and personalized communications, education, and guidance to help employees understand their equity awards. Fidelity states that it is transitioning toward a full-time onsite working model through a phased regional and role-based rollout; current onsite expectations vary and may evolve. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Bachelor’s degree or equivalent work experience.
• Demonstrated ability to execute client requests accurately, timely, and with appropriate controls, particularly participant data and plan configuration updates.
• Strong attention to detail and commitment to operational excellence and risk mitigation in a high-volume environment.
• Client-first mindset and commitment to delivering a strong customer experience to internal partners and external Plan Sponsors.
• Excellent written and verbal communication skills, including the ability to articulate updates, ask thoughtful questions, and build trust with stakeholders.
• Ability to collaborate effectively across business partners and teams.
• Strong problem-solving and issue-resolution skills.
• Ability to prioritize, manage time effectively, and adapt to competing deadlines.
• Proactive, flexible approach, sound judgment, and willingness to take initiative.
• Inquisitive, continuous-improvement mindset, including comfort challenging current processes and asking questions.
• Strong organizational skills and ability to manage multiple tasks independently while maintaining high quality standards.
• Commitment to integrity, accountability, customer service, and continued learning.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Experience in financial services and/or equity compensation, with a strong understanding of stock plan administration concepts.
• Series 7 permitted.
• Certified Equity Professional (CEP Level 1) encouraged within the first year.

Responsibilities

• Coordinate brokerage-specific transactions based on external Plan Sponsor requests.
• Manage and execute client-driven requests related to plan configuration and setup.
• Complete plan-specific updates received through a workflow management tool from external Plan Sponsors or from internal Client Service Managers.
• Interpret client instructions when needed and make decisions in accordance with service-level agreements and client expectations.
• Balance client needs with participant experience and account for the impact of updates on participants’ equity compensation balances.
• Deliver accurate, timely, and controlled execution of client requests, including participant data and plan configuration updates.
• Collaborate with Client Service Managers, Corporate Action Specialists, and Service teams to achieve shared outcomes.
• Resolve issues, prioritize work, and manage competing deadlines in a dynamic, market-sensitive environment.
• Contribute to process improvement, innovation, and operational efficiency.

What This Job Offers

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