Stock Administration Manager
Stock Administration Manager
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Job Description
About Upstart
Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstarts AI marketplace Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races ages and genders while simultaneously delivering the exceptional digital-first lending experience their customers demand. More than 80% of borrowers are approved instantly with zero documentation to upload.
Upstart is a digital-first company which means that most Upstarters live and work anywhere in the United States. However we also have offices in San Mateo California; Columbus Ohio; and Austin Texas.
Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart wed love to hear from you!
The Team
Upstarts stock administration program sits within the broader Legal team (the Corporate Legal team specifically). Legal is a key component of the company helping Upstart innovate in the fintech space across multiple products and supporting its mission of expanding access to credit based on true risk.
As the Stock Administration Manager you will oversee the day-to-day operations of our equity programs ensuring accurate and timely processing of equity transactions including grants exercises and releases. You will partner cross-functionally with Finance Legal and People (HR) to maintain data integrity support compliance and provide excellent service to our employees and stakeholders. You will also help enhance the employee equity experience and support strategic initiatives in compensation and total rewards.
Position location This role is available Remote with a preference for candidates living in or near San Mateo CA.
Time zone requirements The team operates on the West coast time zone.
Travel requirements As a digital first company the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites. The in-person sessions cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time.
How youll make an impact
- Administering all aspects of the companys equity plan for U.S. employees (including grants exercises forfeitures etc.) and ensuring that all transactions are correctly and accurately processed in a timely manner
- Partnering closely with internal teams including Finance Legal and HR to ensure seamless administration and compliance
- Maintaining the integrity of equity data in Upstarts online equity tool/platform and managing the relationship with the platform vendor
- Providing a high level of customer service in responding to employee and management inquiries
- Leading efforts to educate employee population on how the equity program works and the value to them as participants
Minimum Qualifications
- Bachelors Degree (BA or BS)
- Certified Equity Professional credential
- 5 years of stock administration experience
- Broad experience with a range of equity compensation instruments and plans including stock options RSUs and ESPPs
- Experience working in stock administration for public companies
- Experience with online equity platforms (such Charles Schwab)
- Expert use of Google Sheets and Microsoft Excel
- Knowledge of regulatory and compliance matters as they relate to equity
Preferred Qualifications
- Ability to work in a fast-paced environment manage competing priorities adhere to tight deadlines and collaborate with cross functional teams
- Ability to work independently and drive systems and processes
- Equity accounting & tax knowledge
- Experience with proxy data Section 16 filings and 10b5-1 plans
At Upstart your base pay is one part of your total compensation package. The anticipated base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic locationwith our digital first philosophy Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills experience and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
In addition Upstart provides employees with target bonuses equity compensation and generous benefits packages (including medical dental vision and 401k).
Upstart is a proud Equal Opportunity Employer. We are dedicated to ensuring that underrepresented classes receive better access to affordable credit and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures backgrounds perspectives and experiences and know that we can only become better together.
If you require reasonable accommodation in completing an application interviewing completing any pre-employment testing or otherwise participating in the employee selection process please email
Manager
Employment Type
Full Time
Key Skills
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