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Stock Plan Consultant

Stock Plan Consultant

UnitedHealth GroupCircle Pines, MN, US
6 days ago
Job type
  • Full-time
Job description

Caring. Connecting. Growing Together.

UnitedHealth Group is a health care and well-being company that's dedicated to improving the health outcomes of millions around the world. We are comprised of two distinct and complementary businesses, UnitedHealthcare and Optum, working to build a better health system for all. Here, your contributions matter as they will help transform health care for years to come. Make an impact with a diverse team that shares your passion for helping others. Join us.

Individual responsible for the accurate administration of UnitedHealth Group's stock plan award and employee stock purchase plans; ensures administrative processes, procedures and controls facilitate effective administration and service delivery. Responsible for program compliance with company policies and controls, and with the laws, regulations and rules issued or enforced by state, federal and foreign regulatory authorities on the subject of program administration, reporting, disclosures and filing requirements.

Develops, executes, and supervises projects in partnership with human capital, legal, finance, accounting, payroll, communications, information technology, and other company professionals.

You'll enjoy the flexibility to work remotely as you take on some tough challenges. For all hires within 30 minutes of an office in Minnesota or Washington, D.C., you'll be required to work a minimum of four days per week in-office.

Primary Responsibilities :

  • Responsible for the accurate administration of domestic and international stock plan award and employee stock purchase plans through third-party record keepers, trustees, actuaries and consultants
  • Oversees daily administrative activities; provides guidance and work direction to analyst-level team members
  • Establishes, maintains and fosters relationships with third-party record keepers, trustees, actuaries and consultants
  • Ensures compliance with company policies and controls, and with the laws, regulations and rules issued or enforced by state, federal and foreign regulatory authorities on the subject of program administration, reporting, disclosure and filing requirements
  • Ensures program policies, procedures, and provisions are documented, effective and followed. Recommend changes to reduce incidence of error
  • Resolves issues. Ensures consistent application of provisions and compliance with applicable laws and regulations. Escalates issues to management team as needed to assure prompt and accurate resolution. Identifies root cause of issues and leads issue resolution efforts
  • Main point of contact for internal and external audits
  • Ensures plan documents and materials are timely and accurately amended
  • Collaborates on the implementation of new plans, program features and changes to plans and / or administrative procedures
  • Oversees the merger of acquired plans into UnitedHealth Group's stock plans
  • Interacts with third-party vendors and internal team to ensure appropriate levels of performance. Periodically reviews internal and third party activities for quality
  • Reviews communication drafts for accuracy, detail and completeness. Works with business partners and human capital team members as needed to identify education and training needs. Coordinates benefit education and training initiatives
  • Measures program effectiveness based on established criteria to determine whether programs are 1) meeting their objectives, 2) furthering specific business outcomes and 3) complimenting the total rewards strategy. Responsible for plan reporting and analysis
  • Prepares documentation of change needs and assists with the review and testing of related materials and systems
  • Participates in team special projects
  • Stays up-to-date on trends and developments related to stock plan award and employee stock purchase plans
  • Oversees stock plan award grant load and transaction reporting, and employee stock purchase plan enrollment and purchase activities
  • Prepares month-end reports in support of the GL close process
  • Prepares quarter-end reports in support of SEC filings
  • Prepares reports and stock plan award tables in support of annual Proxy Report
  • Provides reporting support for Executive Compensation, including material prepared for Board of Director / Compensation Committee meetings

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications :

  • 5+ years stock plan experience including : plan sponsor, consulting, or administration experience with stock plans
  • Experience collaborating with outsourced stock plan service providers
  • Technical knowledge of administrative practices and all pertinent federal and state regulations affecting stock plan programs
  • Solid interpersonal, communication and collaborative team skills. Ability to effectively interact with and influence all levels of internal and external business partners
  • Solid consultative, facilitation, and project management skills
  • Ability to exercise independent judgment
  • Solid knowledge of MS-Office tools - Word, Excel, PowerPoint
  • Ability to work in a team environment with a client service focus
  • Ability to handle confidential and sensitive information with the appropriate discretion
  • Ability to manage time well, prioritize effectively and handle multiple deadlines
  • Preferred Qualifications :

  • Experience in a complex matrixed Fortune 100 organization
  • Professional designation (CEP)
  • Proven organizational, analytical and problem-solving skills
  • Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $89,900 to $160,600 annually based on full-time employment. We comply with all minimum wage laws as applicable.

    Application Deadline : This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

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    Stock Plan Consultant • Circle Pines, MN, US

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