Equity plan administration jobs & careers
We hire equity professionals at every level, from people processing their first grants to consultants who have taken a company public. Ten of the seventeen people here are Certified Equity Professionals, and we pay for the next person to sit the exam.
Send us your resume
We keep resumes on file and reach out when a role opens that fits.
Why work for us?
Community
People at AEP take ownership of their work, share what they know, and make time to help one another. We take the work seriously without making the workplace stiff.
Employee ownership
We believe employee ownership works best when people understand it. That belief shapes both our client work and the way we run AEP.
Growth
Whether you already know equity compensation or are building your career in the field, you'll have room to take on harder work and learn from experienced consultants.
Dynamic team
Our team brings different backgrounds and specialties to the work. You will collaborate closely with colleagues while building expertise of your own.
Careers in equity plan administration
Equity plan administration sits between finance, HR, and the systems that hold the records. It is a small field, and the people in it tend to stay, because the knowledge takes years to build and transfers well between companies.
At AEP you work across several client programs instead of one. In a year you might process routine grants, migrate a company onto a new platform, and work an M&A award conversion, which is more variety than most in-house roles offer.
Types of equity administration roles
Equity consultant
Manage day-to-day equity plan operations including grant processing, vesting schedules, exercises, and settlements. Work with RSUs, stock options, ESPPs, and other equity vehicles across major platforms like E*TRADE, Fidelity, and Shareworks.
Senior equity consultant
Handle the more complex day-to-day operations across multiple systems and competing deadlines, run employee education sessions, and become the client contact your accounts rely on.
Consulting manager
Work with clients to improve their equity programs, implement new platforms, redesign processes, and advise on plan structure.
Consulting director
Build in-depth relationships, handle complex equity compensation scenarios, support SEC reporting for public companies, assist with ASC 718 calculations, and provide expertise on equity plan design and compliance matters.
What we look for
Requirements vary by role, but these four come up in every one.
Experience with equity platforms
Familiarity with major equity management systems such as E*TRADE Corporate Services, Fidelity Stock Plan Services, Morgan Stanley Shareworks, Certent, Carta, or Equity Edge Online.
Knowledge of equity compensation
Understanding of stock options (ISOs/NSOs), restricted stock units (RSUs), employee stock purchase plans (ESPPs), performance shares, and other equity award types.
Attention to detail
The work involves sensitive financial data, calculations that have to be right the first time, and filings with deadlines. Small errors get expensive.
Communication skills
Ability to explain complex equity concepts clearly to employees, collaborate with cross-functional teams, and build strong client relationships.
Your path to a stock compensation career
Entry-level opportunities
We take candidates from finance, accounting, HR, and operations with no equity background. Entry-level roles cover transaction processing, data management, and participant support, which is where everyone in this field starts.
Experienced professionals
We look for experience in stock option administration, RSU processing, ESPP management, SEC compliance, and platform administration. Senior roles include mentoring, scoping client work, and advising clients on plan and process design.
Career changers
Good equity administrators come out of customer service, banking, legal support, and corporate HR. The work rewards people who are careful with detail and comfortable explaining a number to someone who is worried about it.
Professional development
What we provide:
- Certified Equity Professional (CEP) support. We cover exam fees, provide study materials, and offer paid study time for team members pursuing their CEP designation.
- Industry conferences. We send people to the major equity compensation conferences each year.
- Cross-training. You rotate across client assignments rather than staying on one account.
- Mentorship. You learn directly from consultants who have run these programs at issuers and at vendors.
Frequently asked questions
Common questions about our Equity Plan Administration Careers services