Product Administration Agent at Desjardins providing administrative support for member/client accounts and specialized products. Responding to client requests and developing work processes for operational objectives.
About the role
- Senior Stock Plan Administrator responsible for overseeing the Employee Stock Purchase Plan at SoFi. Managing compliance, operations, and educational initiatives within a fintech environment.
Responsibilities
- Take full ownership of our Employee Stock Purchase Plan, from enrollment and withdrawal to contribution reconciliations and global expansion.
- Act as the primary reviewer and approver for day-to-day operations, ensuring our Stock Plan Analyst’s work is flawless and compliant.
- Lead special projects that matter, including automation of manual flows, system integrations, and reducing SOPs for manual work.
- Operationalize SoFi’s employee mobility tax sourcing methodology, in partnership with the People Team, Payroll, and external vendors.
- Partner with the Senior Manager, Global Equity to design and deliver educational campaigns that help our employees truly understand the value of their LTI and ESPP opportunities.
Requirements
- 3-5 years in Public Company Equity Administration. Comprehensive exposure to full-value awards (primarily RSU & PSU) and ESPP lifecycles.
- Deep familiarity with Fidelity NetBenefits (SPS) and an advanced Excel skillset (you don't just use VLOOKUPs; you build models that catch errors before they happen).
- A Bachelor’s degree is required; CEP or ECA designation is a plus.
- Critical Thinker: You don't just follow a checklist; you look for the why and the how we can do this better.
- Bilingual (English/Spanish): A huge plus as we look toward further global engagement.
- Familiarity with Alteryx, Python, SQL, or another language to drive process automation.
- You operate with an owner's mindset. You manage your own deadlines and take pride in the accuracy of your output.
- You thrive in working across departments (Payroll, Tax, Legal, etc.) to solve the puzzles that come with a high-growth fintech.
Benefits
- This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
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