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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Public Company Equity Administrationfull-value awardsRSUPSUESPP lifecyclesExcelAlteryxPythonSQLprocess automation

Soft Skills

critical thinkingowner's mindsetaccuracycross-department collaborationproblem-solving

Certifications

Bachelor's degreeCEPECA