Wealthfront · 9 hours ago
Senior Specialist, Equity & Payroll Administration
United States
Full-time
Remote
Mid, Senior Level
$120K/yr - $142K/yr
4+ years expWealthfront is seeking a Senior Specialist, Equity & Payroll Administration to join our Finance & Accounting team and help build scalable infrastructure to support a dynamic, high-growth organization. This role will be assisting with end-to-end equity administration and payroll operations, partnering closely with various departments to ensure accuracy, compliance, and operational excellence.
FinanceFinancial ServicesFinTechPersonal FinanceWealth Management
Responsibilities
Administer equity compensation programs including stock options, RSUs, ESPP, and 10b5-1 plans
Process equity transactions such as grants, exercises, vesting, cancellations, expirations, and payroll-related equity events
Maintain accurate and complete equity records in equity administration systems
Support compliance with SEC reporting and internal controls related to equity activity
Communicate clearly with employees regarding equity plan mechanics and transactions
Perform regular reconciliations between equity systems, payroll, and general ledger
Coordinate with external equity administrators, auditors, and compensation consultants
Assist with the calculation and reporting of stock-based compensation expense and disclosures under ASC 718
Responsible for timely and accurate processing of the semi-monthly payroll and uploads to the payroll system
Responsible for maintaining payroll reports, personnel records and processing deductions such as levies and garnishments, preparing accounting transactions and auditable support, and preparing special reports for senior management
Record information about new employees, address changes, and other personnel information, such as wage rates, timesheet transfers, etc
Responsible for withholding and processing of established organization benefit deductions such as life insurance, health and accident insurance, retirement programs, and savings plans, and maintains such records as are necessary for benefit implementation
Consult with appropriate vendors and Human Strategy to resolve employee issues
Research and resolve payroll-related issues and other payroll tasks, as requested
Qualification
Required
4-6 years of relevant experience in equity administration, payroll or related accounting/finance roles
Bachelor's degree in Accounting, Finance, or a related field; CPA preferred
Strong understanding of U.S. GAAP, internal controls, and compliance requirements
Hands-on experience with payroll systems and equity administration platforms (e.g., Shareworks/Carta/Namely/ADP preferred)
Proficiency in Microsoft Office, Google Workspace, NetSuite, Bill.com, and Expensify (or similar systems)
Exceptional attention to detail with the ability to communicate clearly at all levels of the organization
Strong problem-solving skills and a proactive, solutions-oriented mindset
High ethical standards and commitment to data accuracy and confidentiality
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Enthusiasm for leveraging technology to improve business processes
Collaborative, customer-centric approach with a strong team orientation
Preferred
CPA preferred
Experience with payroll systems and equity administration platforms (e.g., Shareworks/Carta/Namely/ADP preferred)
Benefits
Medical
Vision
Dental
401K plan
Generous time off
Parental leave
Wellness reimbursements
Professional development
Employee investing discount
Company
Wealthfront
Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$274.2MKey Investors
UBSTiger Global ManagementSpark Capital
2025-12-12IPO
2022-09-02Convertible Note· $69.7M
2018-01-04Series E· $75M
Leadership Team
David Fortunato
CEO
Dan Carroll
Founder & Chief Strategy Officer
Recent News
2026-01-22
Company data provided by crunchbase