Manager – Equity Management Operations

About Us:

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description:

The Manager, Equity Management Operations is accountable for the management of the Operations team that provides operational support and service delivery to outsourced Equity plan administration customers. This position reports to the Senior Director, Equity Management Operations.  

Responsibilities: 

• Plan, organize, and manage a wide range of highly complex operational activities 

• Manage operations personnel including hiring, training, and staff development.  

• Develop, implement, and monitor goals, objectives, and work standards 

• Minimize risk associated with large amounts of data processing  

• Assist in the short and long-range planning of team goals and objectives 

• Work collaboratively and actively coordinate operations deliverables with peers in the Administration Services group 

• Work closely with the team leadership to research and resolve escalated inquiries from Insight Software administration clients 

• Assist Operations Specialists with organizing complex processing events and quarter end activities 

• Facilitate problem solving meetings and discussions to identify and implement appropriate solutions 

• Coordinate projects necessary to successfully support complex client needs 

• Communicate project findings, conclusions and recommendations with clients and management  

• Perform internal control design and process testing for Sarbanes-Oxley compliance 

• Actively participate in establishing internal business process as needed 

• Formulate responses to clients on complex operational issues  

• Research issues and recommend solutions in support of complex plan designs 

• Perform special project work as needed 
• Apply AI tools to streamline work, such as drafting client correspondence and report summaries, building Excel formulas and scripts, automating recurring data checks and reconciliations, and flagging anomalies in audit reports. Document and share efficiencies with the team.

Qualifications

Key Requirements: 

• B.S. in a Business Administration, Economics, Accounting, or Finance 

• 3+ years in supervisory/management role 

• CEP (Certified Equity Professional) Certification or attainment within 24 months 

• High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook) 

• SalesForce experience preferred  

• Strong analytical and independent problem-solving skills 

• Excellent written and verbal communication skills 

• Ability to work well in a collaborative environment 

• Adequate knowledge of organizational effectiveness and operations 

• Strong organizational skills required to successfully lead in a fast-paced work environment 

• Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results 

• Experience working with different types of Equity Plans in both private and public companies preferred 

The salary range in United States of America for this position is 88,000.00 to 111,000.00 USD Annual.

For sales roles, this range includes the commission target. For non-sales roles, this is a base salary only range; additional bonus eligibility may apply.

Your specific offer within this range will be determined by your skills, experience, and qualifications.

We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Learn more about our high-energy, high-performance global team: Work With Us

insightsoftware About Us: Hear From Our Team

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.