Investing in visionary founders, transformational technology and emergent ecosystems for a new world.

Innovation Endeavors
Innovation Endeavors

Stock Plan Administrator



California, USA · Remote
Posted on Tuesday, July 9, 2024

Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role:

SoFi is searching for a Stock Plan Administrator to support the day-to-day long-term incentive plan’s requirements in a fast-growing environment. This role will be a key contributor in supporting the daily operations of the Equity Team. The right person will thrive with the eagerness to learn, use innovative approaches to solving problems, be ready to accept new challenges and be willing to contribute to improving our end-to-end equity process.

What you’ll do:

  • Reporting to the Manager, Global Equity, you will support the daily activities related to our global equity plan including any ad-hoc projects and tasks related to the Plan
  • Assist in the management of our relationship with our vendor, Fidelity, including coordinating tasks to be performed by Fidelity throughout the equity administration process
  • Support employees and business partners with equity-related requests and questions
  • Collaborate in the development and execution of an employee education campaign for SoFi’s LTI programs
  • Support the Manager, Global Equity with monthly/quarterly reporting, forecasting, and processing requirements associated with the Plan
  • Assist with any system integration projects related to equity
  • Produce analyses to support other business functions in management decision making
  • Collaborate with Payroll and HR on system integrations and reconciliations between the Payroll and HRIS systems that support the Plan
  • Assist with monthly/quarterly/year-end internal/external audit and compliance requests
  • Assist with the month-end close process by assisting with reporting related inquiries from cross-functional partners

What you’ll need:

  • Bachelor’s degree, ECA or CEP designation preferred
  • 3-5 years of experience in Public Company LTI/Equity Plan Administration, including Employee Stock Purchase Plans (ESPP) strongly preferred
  • Bilingual in English/Spanish preferred
  • Experience with Fidelity NetBenefits SPS administration system preferred
  • Strong Microsoft Office skills and Google Suite experience preferred
  • Experience working with a global population across multiple long-term incentive vehicles
  • Ability to function in a highly collaborative environment
  • Strong verbal and written communication skills
  • Must demonstrate attention to detail, analytical abilities, and consistent follow-through, including project management skills and time management
  • Ability to partner with cross-functional teams, including legal, HR, tax, payroll, accounting, and finance
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.