Jeff Moore
Head of Plan Services Consulting (Stock Plan Services)
- Role
- Head of Plan Services Consulting (Stock Plan Services) at Fidelity Investments
- Location
- Covington, KY, US
- LinkedIn followers
- 500 followers
About Jeff Moore
As Head of Plan Services Consulting, I lead a specialized team focused on delivering strategic guidance and operational excellence across equity compensation reporting, administration, and tax services. Our mission is to help corporate clients navigate the complexities of equity plans with confidence by ensuring accuracy, best practices, and meaningful employee experiences.With over 21 years in financial services and 15 years dedicated to equity compensation, I bring deep expertise across a wide range of long-term incentive and broad-based employee plans, including Stock Options, RSAs, RSUs, Performance Awards, SARs, Phantom Stock, ESPPs, SIPs, and SAYE.My team operates as a center of excellence, delivering specialized consulting and operational support for both new client implementations and ongoing strategic initiatives. We collaborate closely with clients and internal partners to design and execute tailored solutions that align with business objectives, mitigates risk, and industry best practices all with a focus on driving efficiency, accuracy, and long-term value.I lead with empathy, collaboration, and clarity by empowering my team to solve problems, build trust, and drive continuous improvement. Whether guiding clients through regulatory changes, optimizing plan administration, or mentoring future leaders, I’m passionate about creating value and elevating the equity compensation experience.
Experience
Head of Plan Services Consulting (Stock Plan Services)
Jun 2025 — Present · Covington, KY, US
Education
Quantic School of Business and Technology
Executive MBA
Northern Kentucky University
Bachelor's degree, Information Systems
2000 — 2006
Skills
- Ms Project
- Capacity Planning
- Software Project Management
- Financial Services
- Business Analysis
- Project Management
- Visio
- Business Process Improvement
- Project Portfolio Management
- Requirements Gathering
- Process Improvement
- Business Requirements
- Resource Management
- Requirements Analysis
- Equity Compensation
- Microsoft Excel
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