Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Stock Plan Services Administration Specialist role requires an ability to coordinate brokerage specific transactions based on external Plan Sponsor requests. We deliver a world class customer experience. Some of these transactions may involve interpreting instructions from the client. The Representative will need to understand service level agreements and make decisions to maintain client expectations.

This role sits within the Operations team supporting equity compensation plans. The primary responsibility is to manage and execute client-driven requests related to plan configuration and setup. This position requires precision, strong communication, and the ability to collaborate across multiple internal teams to deliver best-in-class client experience.

You work in a team-based role where you will be responsible for day-to-day execution of plan-specific updates either based on a workflow management tool coming directly from our external Plan Sponsors, or our Internal Client Service Managers who are responsible for the overall client relationship. You will need to balance client needs, with Participant experience, and understand the impact updates you make will have on the end participant’s equity compensation balances. There will be daily tasks due to market sensitivity of all the work we are asked to complete.

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent work experience
• Experience in Financial Services and/or Equity Compensation, with a strong understanding of stock plan administration concepts preferred
• Series 7 permitted; Certified Equity Professional (CEP Level 1) encouraged within the first year
• Demonstrated ability to deliver accurate, timely, and well-controlled execution of client requests, with a focus on 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, with a passion for delivering world-class customer experience to both internal partners and external Plan Sponsors
• Excellent written and verbal communication skills, with the ability to clearly articulate updates, ask thoughtful questions, and build trust with stakeholders
• Proven ability to collaborate effectively across Fidelity business partners, including Client Service Managers, Corporate Action Specialists, and Service teams, to achieve shared outcomes
• Strong problem-solving skills, with experience in issue resolution
• Ability to prioritize, manage time effectively, and adapt in a dynamic environment with competing deadlines
• Proactive, flexible approach with sound judgment and a willingness to take initiative to improve processes and outcomes
• Inquisitive and continuous improvement mindset—comfortable challenging current processes, asking 'why,' and contributing to innovation and efficiency
• Strong organizational skills and ability to manage multiple tasks independently while maintaining high quality standards
• Commitment to Fidelity’s values of integrity, accountability, and delivering for our customers, while continuously enhancing expertise and adding value to the team and our clients

The Team

For more than two decades, Fidelity Stock Plan Services, which is fully integrated within the Workplace Investing (WI) division, has been a trusted leader in equity compensation administration for both public and private companies. As a premier equity compensation provider, we empower employers with advanced technology and exceptional service to strategically manage their equity programs and attract and retain top talent. This also includes helping their employees understand and value their equity awards through comprehensive and highly personalized communications, education, and guidance.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Brokerage Operations

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.