Senior Equity Plan Administrator

4 weeks ago


Toronto, Ontario, Canada CI Financial Full time
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are seeking a highly skilled and experienced Senior Equity Plan Administrator to manage and our company's equity compensation programs across both the U.This role requires deep expertise in a wide array of deferral vehicles, including PSUs, RSUs, options, phantom units, and partnership structures. Experience in going private transactions strongly preferred. The ideal candidate will have hands-on experience with various equity administration systems and ensure the seamless execution of our equity plans while maintaining compliance with both U.S. and Canadian regulatory requirements.

Equity Plan Administration:

Administer and manage all aspects of the company's equity compensation programs, including PSUs, RSUs, stock options, and phantom units in both the U.Maintain and update equity administration systems to ensure accurate record-keeping and reporting.
Process grants, vesting, exercises, and cancellations in accordance with plan documents and company policies.
Ensure compliance with tax withholding, payroll reporting, and regulatory requirements under U.Support going private transactions by overseeing equity adjustments, terminations, and conversions related to corporate structure shifts.

Executive Compensation Support:

Partner with HR, Legal, and Finance teams to administer executive compensation plans and ensure compliance with governance requirements in both the U.Assist in the preparation of and/or provide supporting data for executive compensation disclosures as may be required, including Canadian continuous disclosure requirements (e.g., Assist in the design and implementation of new equity programs, including performance-based incentive plans.

Coordinate with external vendors, auditors, and legal advisors to manage equity plan reporting and compliance in both jurisdictions. Ensure robust reconciliation and audit processes are maintained.
Prepare executive-ready reports and presentations for senior leadership, compensation committees, and board meetings.

Provide education and guidance to executives and employees regarding equity compensation plans, taxation, and plan changes in the U.Develop and maintain equity-related communication materials and training sessions.

5 - 10+ years of progressive experience in equity plan administration and executive compensation experience.
~ Deep expertise with PSUs, RSUs, stock options, phantom units, and corporate transactions (e.g., going private, M&A, IPO, or SPAC structures).
~ Experience working with equity administration platforms such as Global Shares, E*TRADE, Carta, Certent, Shareworks or similar systems. Solid understanding of Canada NI 51-102 executive compensation disclosure, prescribed stock option deductions, and equity tax reporting (T4, T5, NR4 filings)
~ Prior experience supporting compensation committees and senior leadership with equity plan insights and administration.
~ Advanced proficiency in Excel, financial modeling, and reporting tools.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

Training Reimbursement
Corporate Discount Program
We are focused on building a diverse and inclusive workforce. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.

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