Equity Platform Lead

3 weeks ago

London, Greater London, United Kingdom PaymentGenes Recruitment Full time
About the Role

As a key contractor, you will lead the migration of our equity management platform and processes to a fully serviced provider. This involves understanding future requirements, selecting the appropriate provider, managing the transition, and ensuring the successful upload of annual equity grants.

Key Responsibilities
  • Requirements Gathering and Analysis:
    • Collaborate with stakeholders to understand current and future equity management platform needs.
    • Document requirements for selecting a fully serviced equity management provider.
  • Provider Identification and Selection:
    • Research potential providers and evaluate their offerings against the company's needs.
    • Facilitate RFP (Request for Proposal) processes, including provider assessment and selection.
  • Project Management:
    • Develop a detailed project plan for the migration, including timelines, milestones, cost, brokerage requirements, risk management, and internal communication plan to ensure alignment across all stakeholders.
    • Coordinate with internal stakeholders and the selected provider to ensure a seamless transition.
    • Regularly report progress, risks, and mitigation strategies to the leadership team.
  • Data Migration and Annual Grant Upload:
    • Oversee the migration of equity data to the new provider, ensuring accuracy and compliance.
    • Successfully upload and reconcile the annual equity grants in collaboration with HR, CoSec, and finance teams.
  • In-House Requirements Assessment:
    • Identify and outline the equity management tasks that should remain in-house to optimize service delivery and employee experience.
    • Provide recommendations for maintaining an effective balance between outsourced and internal equity management responsibilities.
  • Stakeholder Management:
    • Act as the primary liaison between internal teams (HR, Finance, CoSec) and the external provider.
    • Ensure alignment with the company's values: be customer focused, operate as one, know the impact, and unleash ingenuity.

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