Equity Compensation Principal at Via in New York, NY | USD90,000-150,000 | Kablio

Role

Description

equity transactions

comp reporting

data reconciliation

platform management

regulatory compliance

audit support

Oversee and process all equity transactions, including grants, exercises, releases, and terminations.
Support Finance team with quarterly stock-based compensation reporting and other equity-based reporting as needed.
Maintain accurate participant data and reconcile records between HRIS, payroll, and the Morgan Stanley/E*TRADE system.
Manage daily operations of the company’s equity compensation programs (stock options, RSUs, ESPP, and other awards) using the Morgan Stanley/E*TRADE platform.
Serve as the main liaison with Morgan Stanley/E*TRADE to resolve system issues, implement upgrades, and coordinate ongoing plan enhancements.
Ensure compliance with global regulatory requirements, tax rules, and company policies. Partner with Legal, Tax, Payroll, and Accounting teams to reconcile data and reporting.
Support internal and external audits by providing documentation, reconciliations, and process overviews.
Act as the primary point of contact for employee questions regarding equity awards, tax treatment, and use of the Morgan Stanley/E*TRADE portal.

Requirements

equity vehicles

cep

5+ years

morgan stanley

sec/irs

excel

Strong understanding of equity vehicles (options, RSUs, ESPP) and related tax/accounting implications.
CEP (Certified Equity Professional) designation or progress toward CEP certification a plus.
Minimum 5+ years of experience in stock plan administration, equity compensation, or related fields.
Required: Hands-on experience with Morgan Stanley/E*TRADE equity compensation platform.
Knowledge of SEC, IRS, and global regulatory requirements affecting equity compensation.
Proficiency in Excel and strong analytical/reporting skills.

Benefits

We are proud to offer a generous and comprehensive benefits package, including free medical plans and 401K matching.
Salary Range: $90,000 - $150,000
Final salary will be determined by the candidate’s experience, knowledge, and skills. Salary reflected does not include equity or variable pay, where applicable

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

Founded in 2012 as a ridesharing app with algorithm-driven route optimization.
Transitioned from consumer services to a B2B TransitTech provider for public and private transit systems.
Enables microtransit, paratransit, school and employee shuttles, and non-emergency medical transport.
Technology is used across five continents, demonstrating scalability and adaptability to diverse mobility needs.
Known for transforming traditional fixed-route systems into dynamic, demand-responsive transit networks.

Culture + Values

They are driven by a shared purpose: to improve transportation by using technology to make it more accessible, efficient, and sustainable.
They foster an environment that celebrates curiosity, experimentation, and personal growth.
They believe in being clear and transparent, taking ownership, and following through.
They are relentless in their pursuit of excellence, never settling for ‘good enough.’
They work collaboratively, with a mindset of humility and a belief that they’re better together.

Environment + Sustainability

Reduces carbon emissions for cities by using data-driven demand response in transit systems.
Partnerships focus on reducing vehicle miles traveled (VMT) to lower emissions.
Electric vehicle (EV) initiatives are part of their strategy to reduce their fleet’s carbon footprint and improve sustainability.

Inclusion & Diversity

Committed to building an inclusive culture where every individual feels respected, valued, and supported.

Articles

Via Arlington case study

Via for Health and Non‑Emergency Medical Transportation

Via Strategies (consulting practice)

Role

Description

equity transactions

comp reporting

data reconciliation

platform management

regulatory compliance

audit support

Oversee and process all equity transactions, including grants, exercises, releases, and terminations.
Support Finance team with quarterly stock-based compensation reporting and other equity-based reporting as needed.
Maintain accurate participant data and reconcile records between HRIS, payroll, and the Morgan Stanley/E*TRADE system.
Manage daily operations of the company’s equity compensation programs (stock options, RSUs, ESPP, and other awards) using the Morgan Stanley/E*TRADE platform.
Serve as the main liaison with Morgan Stanley/E*TRADE to resolve system issues, implement upgrades, and coordinate ongoing plan enhancements.
Ensure compliance with global regulatory requirements, tax rules, and company policies. Partner with Legal, Tax, Payroll, and Accounting teams to reconcile data and reporting.
Support internal and external audits by providing documentation, reconciliations, and process overviews.
Act as the primary point of contact for employee questions regarding equity awards, tax treatment, and use of the Morgan Stanley/E*TRADE portal.

Requirements

equity vehicles

cep

5+ years

morgan stanley

sec/irs

excel

Strong understanding of equity vehicles (options, RSUs, ESPP) and related tax/accounting implications.
CEP (Certified Equity Professional) designation or progress toward CEP certification a plus.
Minimum 5+ years of experience in stock plan administration, equity compensation, or related fields.
Required: Hands-on experience with Morgan Stanley/E*TRADE equity compensation platform.
Knowledge of SEC, IRS, and global regulatory requirements affecting equity compensation.
Proficiency in Excel and strong analytical/reporting skills.

Benefits

We are proud to offer a generous and comprehensive benefits package, including free medical plans and 401K matching.
Salary Range: $90,000 - $150,000
Final salary will be determined by the candidate’s experience, knowledge, and skills. Salary reflected does not include equity or variable pay, where applicable

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Equity Compensation Principal

Via

Equity Compensation Principal

Via

Description

equity transactions

comp reporting

data reconciliation

platform management

regulatory compliance

audit support

Requirements

equity vehicles

cep

5+ years

morgan stanley

sec/irs

excel

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance

Overview

Culture + Values

Environment + Sustainability

Inclusion & Diversity

Articles

Description

equity transactions

comp reporting

data reconciliation

platform management

regulatory compliance

audit support

Requirements

equity vehicles

cep

5+ years

morgan stanley

sec/irs

excel

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance

Overview

Culture + Values

Environment + Sustainability

Inclusion & Diversity

Articles

700+ Partners

Global Clients

Operates with over 700 partners worldwide, including municipalities, schools, and healthcare providers.

$1B+ Funding

Capital Raised

Backed by over $1 billion in funding to support growth and innovation in TransitTech.

$3.5B Valuation

Market Value

Recently valued at $3.5 billion, establishing leadership in the transit technology sector.

By 2040

Net Zero Goal

The company aims to achieve net-zero carbon emissions by 2040, demonstrating a strong commitment to sustainability and climate action.

40% Leadership

Female Representation in Leadership

40% of the leadership team is made up of women, reflecting significant strides in gender diversity.

30% Tech Roles

Gender Diversity in Engineering and Product Teams

Women represent 30% of the workforce in engineering and product teams, showcasing progress in gender diversity within technical roles.