Equity Compensation Consultant

About the Role

Location - Remote Role
Preferred Location - Utah, Idaho, Arizona or South Carolina

Accelerated Equity Plans (AEP) is seeking a Equity Compensation Consultant with strong experience administering equity compensation programs and working within the Equity Edge Online and Shareworks platforms.

This role will support multiple client engagements by managing day-to-day equity administration activities, assisting with system configurations, and providing operational consulting support. The ideal candidate has hands-on experience with equity compensation plans and enjoys working in a fast-paced consulting environment supporting both private and public companies.

This position will partner closely with senior consultants and clients to ensure accurate equity processing, strong data integrity, and efficient operational processes.

Key Responsibilities

Client Support & Consulting

• Serve as a key contact for client equity administration needs and day-to-day consulting support.

• Assist clients with equity program operations including grant processing, vesting events, exercises, and share releases.

• Support consulting projects related to equity plan management, reporting, and process improvements.

• Participate in client meetings and assist in preparing deliverables and analyses.

Morgan Stanley Platform Administration

• Perform administration within the EEO and Shareworks platforms, including grant setup, vesting schedules, participant management, and reporting.

• Assist with data imports, reconciliations, and system configuration updates.

• Troubleshoot system issues and help resolve discrepancies in equity data.

• Generate reports to support clients’ accounting, tax, and operational needs.

Equity Operations & Compliance

• Help ensure accurate processing of equity events and participant transactions.

• Assist with ASC 718 equity accounting support and reporting preparation.

• Maintain strong data validation and reconciliation procedures.

• Support year-end reporting activities and audit preparation.

Internal Collaboration

• Work closely with Senior Managers and Directors to support ongoing client engagements.

• Contribute to internal documentation, procedures, and process improvements.

• Help maintain service standards and meet client SLAs.

Qualifications

Required Qualifications

• 4+ years of experience in equity compensation administration or equity consulting.

• Hands-on experience using EEO and Shareworks.

• Knowledge of other Equity Platforms like Fidelity or Schwab is a plus!!

• Strong understanding of:

• Stock options and restricted stock units (RSUs)

• Equity grant lifecycle management

• Equity data reconciliation and reporting

• Strong organizational and analytical skills.

• Ability to manage multiple priorities across several client engagements.

• Strong written and verbal communication skills.

• Strong Excel Skills

Preferred Qualifications

• Experience working with multiple clients or within a consulting firm.

• Experience supporting private and public company equity programs.

• Basic knowledge of ASC 718 equity accounting principles.

• Progress toward or already completed Certified Equity Professional (CEP) designation.

What We Offer

• Opportunity to work with high-growth companies and complex equity programs.

• Exposure to a wide range of equity compensation challenges and consulting engagements.

• A collaborative team environment focused on equity expertise and professional development.

• Competitive compensation and growth opportunities within the firm.