Upstart
Stock Administration Manager
Job Summary
The Stock Administration Manager at Upstart oversees the day-to-day operations of the company's equity programs for U.S. employees, including managing grants, exercises, and forfeitures. The role involves partnering with Finance, Legal, and HR teams to ensure data accuracy, compliance, and excellent employee service, while enhancing the equity experience. Candidates should have at least five years of stock administration experience, familiarity with equity instruments, and proficiency in online platforms, Excel, and regulatory matters. This remote role requires strong collaboration skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Required Skills
Benefits
Job Description
About Upstart
Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstart's AI marketplace, Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races, ages, and genders, while simultaneously delivering the exceptional digital-first lending experience their customers demand. More than 80% of borrowers are approved instantly, with zero documentation to upload.
Upstart is a digital-first company, which means that most Upstarters live and work anywhere in the United States. However, we also have offices in San Mateo, California; Columbus, Ohio; and Austin, Texas.
Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart, we’d love to hear from you!
The Team
Upstart's stock administration program sits within the broader Legal team (the Corporate Legal team, specifically). Legal is a key component of the company, helping Upstart innovate in the fintech space across multiple products and supporting its mission of expanding access to credit based on true risk.
As the Stock Administration Manager, you will oversee the day-to-day operations of our equity programs, ensuring accurate and timely processing of equity transactions, including grants, exercises, and releases. You will partner cross-functionally with Finance, Legal, and People (HR) to maintain data integrity, support compliance, and provide excellent service to our employees and stakeholders. You will also help enhance the employee equity experience and support strategic initiatives in compensation and total rewards.
Position location This role is available Remote, with a preference for candidates living in or near San Mateo, CA.
Time zone requirements The team operates on the West coast time zone.
Travel requirements As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites. The in-person sessions’ cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time.
How you’ll make an impact
- Administering all aspects of the company’s equity plan for U.S. employees (including grants, exercises, forfeitures, etc.) and ensuring that all transactions are correctly and accurately processed in a timely manner
- Partnering closely with internal teams, including Finance, Legal, and HR to ensure seamless administration and compliance
- Maintaining the integrity of equity data in Upstart's online equity tool/platform and managing the relationship with the platform vendor
- Providing a high level of customer service in responding to employee and management inquiries
- Leading efforts to educate employee population on how the equity program works and the value to them as participants
Minimum Qualifications
- Bachelor’s Degree (BA or BS)
- Certified Equity Professional credential
- 5+ years of stock administration experience
- Broad experience with a range of equity compensation instruments and plans, including stock options, RSUs, and ESPPs
- Experience working in stock administration for public companies
- Experience with online equity platforms (such Charles Schwab)
- Expert use of Google Sheets and Microsoft Excel
- Knowledge of regulatory and compliance matters as they relate to equity
Preferred Qualifications
- Ability to work in a fast-paced environment, manage competing priorities, adhere to tight deadlines and collaborate with cross functional teams
- Ability to work independently and drive systems and processes
- Equity accounting & tax knowledge
- Experience with proxy data, Section 16 filings and 10b5-1 plans
At Upstart, your base pay is one part of your total compensation package. The anticipated base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic location–with our “digital first” philosophy, Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k).
Upstart is a proud Equal Opportunity Employer. We are dedicated to ensuring that underrepresented classes receive better access to affordable credit, and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures, backgrounds, perspectives, and experiences, and know that we can only become better together.
If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email [email protected]
Upstart
A lending platform using AI to provide personal loans and credit solutions with a focus on fair and fast approvals.
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