Fidelity Bank · 3 weeks ago
VP, IPO Consultant - Stock Plan Services
Westlake, TX
Full-time
Hybrid
Director/Executive
15+ years expFidelity Bank is seeking a Vice President, IPO Consultant within Stock Plan Services to guide companies through late-stage readiness and private-to-public transitions. This role involves leading high-impact engagements with late-stage private companies preparing for IPOs, utilizing expertise in equity compensation and IPO advisory to shape strategy and educate clients.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions
Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution
Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions
Elevate Fidelity’s brand as IPO-proficient through thought leadership and market engagement
Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable)
Support implementation teams during private-to-public transitions
Qualification
Required
15+ years of experience in equity compensation, IPO advisory, or relevant legal experience
Series 7/63 licenses required (or obtained within first 120 days)
Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications
Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing)
Bachelor's degree required
Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management
Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite
Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, Communications, Implementation, and Fidelity Private Shares
Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design
Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities
Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness
Thought leadership to elevate Fidelity's brand through webinars, whitepapers, and industry events
Preferred
CEP designation preferred
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase