Vice President, Managing Director - Stock Plan Services

J
JobgetherFinancial Services
Remote within eligible Midwest U.S. and Southeast locationsFull-TimeVp
Salary$118,000–$226,000 USD per year
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Job Details

Experience
10+ years
Required Skills
NegotiationRelationship management

Requirements

  • 10+ years of relationship management or client service experience in equity compensation, retirement, 401(k), or financial services.
  • Bachelor’s degree or equivalent professional experience.
  • Ability to obtain Series 7 and Series 63/65 licenses within three months of employment.
  • Comprehensive understanding of equity compensation, executive benefits, and corporate transactions.
  • Proven experience working within a matrix management structure.
  • Strong executive presence and ability to influence senior decision-makers.
  • Exceptional communication, presentation, and negotiation skills.
  • Certified Equity Professional (CEP) designation is preferred.
  • Demonstrated ability to develop strategic solutions for large corporate clients.

Responsibilities

  • Manage overall relationships and strategic outcomes for a portfolio of institutional equity compensation clients.
  • Evaluate revenue, expense, and profitability metrics to strengthen financial performance.
  • Develop and negotiate contract renewals and lead rebid processes.
  • Partner with internal teams to drive participant engagement, education, and service adoption.
  • Provide consultative guidance on equity compensation plans and complex corporate actions.
  • Build and maintain trusted relationships with senior client stakeholders.
  • Lead and motivate client service teams to ensure alignment with organizational priorities.
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$118,000–$226,000 USD per year
Apply Now