Data Solutions Manager

Category: Stock Plan Services
Location: Alpharetta, GA
Job ID: IRC128653
Posted Date: June 16, 2017


E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the company has long been at the forefront of the digital revolution, offering easy-to-use solutions for individual investors and stock participants. Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms, tools, and professional assistance to help investors and traders meet their near-and long-term investing goals. The Company provides these services both online and through its network of customer service representatives and financial consultants – over the phone at two national branches and in-person at 30 E*TRADE branches.


E*TRADE FINANCIAL Corporate Services is seeking a professional with skills related to the understanding and application equity compensation best practices. Advanced Solutions professionals assist clients in addressing complex administration challenges and develops solutions to help clients manage their equity compensation needs. We’re committed to delivering solutions that focus on value and quality. This job entails end-to-end responsibility for the development and completion of individual projects and client satisfaction of the work product. Our clients are located throughout the country.

This role requires a combination of strategic and tactical problem solving, coupled with strong execution capability. The successful candidate will be an experienced self-starter and have excellent reporting skills, with a proven track record of achieving success in a fast-paced, results-driven organization.

● Acquire intimate domain knowledge of existing Corporate Services products and services, becoming an equity compensation subject matter expert with respect to knowledge of E*TRADE systems

● Ensure Advanced Solutions project deliverables are fully met

● Develop excellent professional oral and written communication skills in order to establish working relationships with client personnel

● Help build a strong client relationship through positive client interactions related to engagements

● Desire to continually learn and stay abreast of industry trends and pending regulatory changes.

● Continuously enhance equity compensation knowledge and expertise

● Partner closely with a wide range of stakeholders – including Client management, Operations, Customer Service, Sales and Marketing, – to ensure that all Advanced Solutions engagements produce the desired results




● Bachelor’s degree in business related field is required, with a Master’s degree as a plus

● 3+ years of demonstrated experience in either business consulting, and/or equity compensation administration

● Efficient with software and web application including MS Word, Excel, PowerPoint, Access

● Strong ability to plan and manage multiple projects in parallel

● Strong written and verbal communication and presentation skills with peers, clients and leadership

● Combination of strong analytical and documentation skills, ability to think strategically, and deep client focus highly quality minded

● Effective team collaboration

● Ability to work effectively within a team of consultants and cross-functionally with multiple business stakeholders

● Proven success in developing innovative solutions to clients


● Equity compensation experience is a plus

● Knowledge of MS Access and/or other database management software with the ability to create complex database models

● CEPI certification or willingness to achieve level 1 CEP designation (minimum) within the first year of full-time employment

● Ability and willingness to travel up to 25%


We offer a competitive and comprehensive benefits package. Please visit to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.


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