
Director of Stockholder Services, Benefits – Lakeland
Location: Lakeland, FL
Job ID: 31690BR
Department: Benefits Administration
Working Hours: 45 hours minimum
Pay Frequency: Monthly
Date Posted: Jan 23, 2025
Description
Publix Super Markets, founded in 1930, is the largest employee-owned grocery chain in the United States. With a commitment to customer service, quality products, and community involvement, Publix has grown to nearly 1,400 grocery stores across the Southeast. Our mission is to be the premier quality food retailer in the world, and we achieve this by focusing on our customers, associates, and communities.
The Publix Benefits Department is dedicated to providing comprehensive and competitive benefits to our associates. We believe in supporting our employees’ well-being through a variety of programs, including health insurance, retirement plans, and wellness initiatives. Our goal is to ensure that our associates have the resources they need to thrive both personally and professionally.
Publix is its own internal stock registrar and transfer agent, registered with the Securities and Exchange Commission. The Stockholder Services Department is responsible for ensuring compliance with all transfer agent rules and regulations, handling all stock transactions, maintaining shareholder records, and providing information and assistance to our stockholders. Our team is committed to ensuring transparency, accuracy, and excellent service to all Publix stockholders.
The purpose of this position is to manage Publix’s stock registrar and transfer agent functions, Publix’s stock programs (Employee Stock Purchase Plan and Non-employee Directors Stock Purchase Plan) and leading the Stockholder Services department that administers these plans and functions.
Key Responsibilities:
- Leading the research, development and/or implementation of strategic level projects and benefits-critical initiatives to ensure Publix’s stock programs are competitive in the marketplace, meet the needs of Publix and our associate and/or serve other continuous quality improvement needs.
- Leading the technical aspects of the technology systems and solutions used by stockholder services, ranging from system requirements through implementation, by partnering with Publix Technology to deliver secure, compliant, and scalable systems and solutions.
- Directing the stock plan administration performed by Stockholder Services.
- Reviewing and interpreting legislative and regulatory rules to ensure compliance.
Required Qualifications
- Bachelor’s degree in finance, business administration, or related field.
- 7 years of management-level experience with defined contribution and/or stock plans.
- Knowledge of employee benefits, stock plans, state and federal regulations, Securities and Exchange Commissions (SEC), Internal Revenue Service (IRS).
- Financial acumen, strategic thinking, detail orientation, innovation, customer focus, verbal, and written communication.
- Microsoft 365. including Word, Excel, Access, and PowerPoint skills.
- Availability to work nights, weekends, holidays, extended hours, and be on call 24/7 as needed.
Preferred Qualifications
- 7 years of management-level experience working with stock plans for a company similar in size to Publix
- Proficiency in writing and optimizing SQL queries for data retrieval and analysis.
- Experience with SAP HR software for managing and analyzing human resources data.
- Knowledge of the operational processes and requirements of other business areas within Publix, such as human resources and payroll.
- Knowledge of the administration of stock programs and the procedures of the Retirement and Stockholder Services departments.
Benefits
- Employee stock ownership plan that contributes Publix stock to associates each year at no cost
- An opportunity to purchase additional shares of our privately-held stock
- 401(k) retirement savings plan
- Group health, dental and vision plans
- Paid Time Off
- Paid Parental Leave
- Short- and long-term disability insurance
- Tuition reimbursement
- Free hot lunches (buffet-style) at facilities with a cafeteria
- Visit our website to see all of our benefits: Benefits – Jobs (publix.com)
Year End Bonus
As a year-end bonus to associates, Publix issues one month’s extra pay (pro-rated in the first year) each year if associate remains employed through issue date of the bonus check that year. This is calculated as a 13th month of pay in the Potential Annual Pay with Bonus line above.
Additional Information
Your application may have additional steps that you will need to complete in order to remain eligible for consideration. Please be sure to monitor your email, including your spam folder, on a daily basis for critical, time-sensitive emails that could require action within 24-48 hours.
Please do not use your Publix email address when applying. Once your application has been successfully submitted you will receive a confirmation email.
For this position, Publix does not and will not file a petition or application with the USCIS or Department of State on behalf of any noncitizen for any immigration-related benefit to work and/or to continue to work in the United States, e.g., an H-1B or TN petition or permanent residence.
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