Fidelity Plan Sponsor Webstation
Bryan Roemer, CEP
Executive Compensation Professional
Independence,KY
Summary
Experienced executive compensation professional with outstanding interpersonal communication skills, project and time management skills, and determination to take on a variety of tasks. Excellent with undertaking difficult problems and effectively developing solutions. Unique perspective on executive compensation from being on all sides – plan sponsor, consultant, and vendor. Extremely proficient in building relationships with all stakeholders involved with executive compensation.
Overview
12
12
years of professional experience
6
6
years of post-secondary education
Work History
Executive Compensation Consultant
Omnicell, Inc
Mountain View, CA
05.2022 - 02.2023
- Produce ongoing analytical deliverables and recommendations regarding health, relevancy and effectiveness of current programs and assessment/consideration of introducing market best practices.
- Lead construction of compensation committee materials
- Assist in construction and delivery of annual proxy and CD&A deliverables
- Lead annual equity program
- Provide ongoing consultative support directly to and regarding executive population
- Work closely with HR and people-management partners to evaluate jobs, build job families and develop competitive compensation packages including base, bonus and use of long-term compensation vehicles
- Managed equity plan on E*Trade Equity Edge Online system
Equity Consultant
Stock & Option Solutions
Nashville, TN
11.2021 - Current
- Stock plan administration and/or management activities
- Customer service to support employee inquiries on variety of topics and issue-resolution related to equity compensation
- Work with clients' internal and external business partners, cross-functionally
- Maintenance of employee equity database
- Stock plan financial reporting activities/support
- Stock plan reconciliation activities/support
- SEC, audit and external reporting activities/support
- Participant education and training activities/support
- New plan roll outs and communications
- Management of project activities/support
- Follow, enhance and/or create policies and procedures for clients
- Recognize opportunities for enhancement/implementation of best practices
- Assist in various other stock plan projects and initiatives as needed
- Experience with Fidelity PSW, UBS Plan Admin Pro, and E*Trade Equity Edge Online
Manager, Executive Compensation
Premier, Inc.
Charlotte, NC
02.2021 - 11.2021
- Oversee day-to-day administration of Premier, Inc. equity incentive programs (EIP) and non-employee director compensation
- Responsible for creating Compensation Committee materials
- Partner with Legal, Investor Relations, and Accounting on development of CD&A, Proxy Material, and 10-K filings
- Accountable for 3rd party administrator (Fidelity) relationship and operational directives
- Lead equity trainings for key stakeholders including participants in plan, HRBPs, and recruiting team
- Provide Equity insights to Executive Board for compensation recommendations, survey data, and benchmarking
- Oversee conversations for implementation, design, and administration of Executive Compensation programs
- Managed equity administration on Fidelity PSW system
Executive Compensation Analyst
Fifth Third Bank
Cincinnati, OH
08.2019 - 02.2021
- Oversee day-to-day administration of Fifth Third long-term incentive (LTI) compensation programs
- Accountable for obtaining appropriate documentation and approvals as per Sarbanes-Oxley (SOX)
- Responsible for creating processes and efficiencies in administration of LTI program
- Partners with third-party stock plan administrator, along with internal stakeholders to ensure LTI program is correctly maintained, reconciled, and reported on
- Lead various projects within LTI program and additional projects in Human Capital
- Responsible for Quarterly meetings with Executive Employees to educate on incentive and compensation benefits
- Managed equity administration on Fidelity PSW system
Client Service Manager
Fidelity Investments
Covington, KY
08.2011 - 08.2019
- Manage day-to-day operations for Fidelity clients with average value of $100M
- Responsible for overseeing quarterly and yearly projects, including implementations and annual award distributions
- Provide expert level knowledge, solutions, and practices in Equity Administration
- Ensure flawless execution of processes leading to successful client relationship
- Manage and train users on Fidelity's Plan Sponsor Webstation (PSW)
- Work with Managing Director and Stock Plan Administrators to ensure successful plan launches and educational material for participants
Education
MBA - Human Resources Management
Louisiana State University - Shreveport
Shreveport 05.2020 - 12.2021
Bachelor of Arts - Journalism
Northern Kentucky University
Highland Heights, KY 08.2004 - 12.2008
Skills
Project Management
Performance Coaching
Relationship Management
Problem Solving
Timeline
Executive Compensation Consultant
Omnicell, Inc
05.2022 - 02.2023
Equity Consultant
Stock & Option Solutions
11.2021 - Current
Manager, Executive Compensation
Premier, Inc.
02.2021 - 11.2021
MBA - Human Resources Management
Louisiana State University - Shreveport
05.2020 - 12.2021
Executive Compensation Analyst
Fifth Third Bank
08.2019 - 02.2021
Client Service Manager
Fidelity Investments
08.2011 - 08.2019
Bachelor of Arts - Journalism
Northern Kentucky University
08.2004 - 12.2008
Software
UBS Plan Admin Pro
UBS Web Admin
E*Trade Equity Edge Online
Workday
Marketpay