Equity Compensation Advisor
Job Summary Job Summary Job Summary We are seeking a knowledgeable and client-focused equity compensation professional to join our Equity Administration team. This role serves as the primary point of contact for our equity program, delivering personalized support to senior leaders, including C-Suite executives. The ideal candidate brings deep expertise in global equity—across both public and private environments—and excels at communicating complex concepts clearly and effectively to diverse audiences. Key responsibilities include managing participant inquiries, coordinating events such as share conversions, legend removals, and customized tax withholding, while driving process improvements for efficiency. Success in this role requires exceptional discretion, adaptability, and the ability to resolve high-pressure situations with professionalism. Hybrid – in office 2-3 days a week. Job Description MAJOR RESPONSIBILITIES • Equity Compensation Expertise: Demonstrate deep knowledge of equity programs, including PIUs, RSAs, RSUs, performance awards, stock options, and other incentives, and their role in executive compensation strategy. • Executive Support: Deliver tailored guidance to senior leaders, including the C-suite, on plan features, vesting schedules, and tax implications. • Equity Event Management: Partner with internal and external stakeholders to coordinate complex equity events (e.g., share conversions, certificate delegending, trading windows, 10b5-1 plan execution, stock transfers) while driving process improvements for efficiency. • Tax Election Coordination: Develop and manage processes for customized tax withholdings prior to equity events, ensuring compliance with tax regulations in collaboration with vendors and Payroll. • Reporting: Prepare customized participant reports and statements detailing equity holdings, transactions, and performance on both scheduled and ad hoc bases. • Communications: Create clear, participant-focused materials (brochures, presentations, emails) and deliver messaging across multiple platforms (in-person, virtual, written). • Global Equity Program Support: Advise participants on global regulatory requirements, tax obligations, and annual reporting; assist with mobility calculations for cross-border tax implications. • Process Improvement: Track participant inquiries and implement enhancements to improve resolution efficiency and overall program effectiveness. JOB REQUIREMENTS: Certification / Licensure: • Certified Equity Professional (CEP) Level 3 designation preferred Work Experience: • Minimum of 5 years of experience in equity administration, preferably within a Fortune 500 company or an equity compensation consulting environment. Knowledge / Skills / Abilities • Deep understanding of equity compensation plans, related regulations, and private-equity structures. • Expertise in serving as a primary point of contact for issue resolution, escalation, and relationship management across all organizational levels. • Strong customer service mindset. • Exceptional interpersonal and communication skills for engaging stakeholders effectively. • Strong analytical and problem-solving abilities with keen attention to detail. • Proven organizational and time-management skills to prioritize competing demands and meet tight deadlines. • Ability to work independently and collaboratively in a fast-paced, dynamic environment. • High adaptability, resilience, and composure under pressure. • Strict discretion in handling confidential information and interacting with equity holders. • Experience with equity administration platforms (Fidelity and Carta preferred). • Familiarity with transaction management via transfer agent systems. • Working knowledge of HRIS platforms (Workday preferred). • Proficiency in Microsoft Office Suite and comfort with emerging AI tools. Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. The anticipated salary range for this position: $110,240.00 - $165,360.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities. This role is bonus and/or incentive eligible. Medline will not pay less than the applicable minimum wage or salary threshold. Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average. For a more comprehensive list of our benefits please click here . For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp. We’re dedicated to creating a Medline where everyone feels they belong and can grow their career. We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best. Explore our Belonging page here . Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
