Stock Plan Administration Specialist - Award Team

Fidelity Investments • Covington, KY

9d

About The Position

The Stock Plan Services Administration Specialist works on 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, based on requests from external Plan Sponsors or internal Client Service Managers. Some requests require interpreting client instructions and applying service level agreements to maintain client expectations.

The role requires precise, timely, well-controlled execution of plan-specific updates, including participant data and plan configuration changes. The specialist balances client needs with participant experience and considers how updates affect participants’ equity compensation balances. Work is managed through a workflow tool and includes daily tasks that may be market-sensitive. The role involves collaboration across internal teams to deliver a high-quality client experience.

Fidelity Stock Plan Services is integrated within the Workplace Investing division and administers equity compensation plans for public and private companies. The team supports employers’ equity programs and helps employees understand their equity awards through communications, education, and guidance.

Requirements

• Bachelor’s degree or equivalent work experience.
• Demonstrated ability to accurately, promptly, and carefully execute client requests, 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 to achieve shared outcomes.
• Strong problem-solving and issue-resolution skills.
• Ability to prioritize, manage time effectively, and adapt to a dynamic environment with competing deadlines.
• Proactive and flexible approach, sound judgment, and willingness to take initiative.
• Strong organizational skills and ability to manage multiple tasks independently while maintaining high quality standards.
• Commitment to integrity, accountability, customer service, continuous learning, and adding value to the team and clients.

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.
• Inquisitive, continuous-improvement mindset, including comfort challenging current processes and contributing to innovation and efficiency.

Responsibilities

• Coordinate brokerage-specific transactions based on external Plan Sponsor requests.
• Manage and execute client-driven requests related to equity compensation plan configuration and setup.
• Process plan-specific updates submitted through a workflow management tool by external Plan Sponsors or internal Client Service Managers.
• Interpret client instructions when needed and make decisions consistent with service level agreements and client expectations.
• Execute participant data and plan configuration updates accurately, promptly, and with appropriate controls.
• Balance client needs with participant experience and consider the impact of updates on participants’ equity compensation balances.
• Manage daily tasks and deadlines, including work that is market-sensitive.
• Collaborate with Client Service Managers, Corporate Action Specialists, Service teams, and other Fidelity business partners.
• Resolve issues and contribute to process improvements, innovation, and efficiency.

What This Job Offers

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