Senior Equity Plan Administrator
4 weeks ago
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.
-
Senior Equity Plan Administrator
2 days ago
Toronto, Ontario, Canada CI Financial Full timeAt 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...
-
Senior Equity Plan Administrator
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt 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...
-
Senior Equity Plan Administrator
2 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt 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...
-
Senior Equity Plan Administrator
3 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAt 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...
-
Equity Plan Administrator
2 days ago
Toronto, Ontario, Canada CI Financial Full timeJob Description: We are seeking a highly skilled and experienced Equity Plan Administrator to manage our company's equity compensation programs across both the US and Canada. 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...
-
Equity Plan Management Specialist
2 days ago
Toronto, Ontario, Canada CI Financial Full timeCompany OverviewCI Financial is a leading provider of global wealth management and asset management advisory services. With over 50 years of experience, we have consistently anticipated and responded to the changing needs of investors. Our commitment to providing individuals and institutions with high-quality investments and advice drives our success.Job...
-
Financial Equity Administrator Specialist
8 hours ago
Toronto, Ontario, Canada CI Financial Full timeAbout the RoleCI Financial is a leading global wealth management and asset management advisory services firm. We are seeking an experienced Senior Equity Plan Administrator to join our team.This role requires deep expertise in managing equity compensation programs across both the U.S. and Canada. The ideal candidate will have hands-on experience with various...
-
Senior Equity Compensation Specialist
1 day ago
Toronto, Ontario, Canada CI Financial Full timeJob Summary: We are seeking a Senior Equity Compensation Specialist to join our team at CI Financial. In this role, you will be responsible for managing our equity compensation programs across both the US and Canada. This includes administering and managing all aspects of our equity compensation programs, including PSUs, RSUs, stock options, and phantom...
-
Senior Equity Compensation Professional
1 day ago
Toronto, Ontario, Canada CI Financial Full timeSenior Equity Plan Administrator Job DescriptionWe are seeking a seasoned professional to manage and administer our company's equity compensation programs across the U.S. and Canada. The successful candidate will possess in-depth knowledge of equity administration systems and be able to ensure seamless execution of our equity plans while maintaining...
-
Senior Manager, Financial Planning
4 days ago
Toronto, Ontario, Canada CAAT Pension Plan Full timeDirect message the job poster from CAAT Pension PlanExperienced recruiter specializing in sourcing and securing high-caliber candidates.Our mission is to provide a secure, valuable, and sustainable workplace retirement solutions for Canadians. At CAAT, we live our values of integrity, impact, and teamwork every day.The Senior Manager, Financial Planning &...
-
Equity Incentives Administrator
4 days ago
Toronto, Ontario, Canada Hydroone Full timeAs a Equity Incentives Administrator, you'll play a critical role in designing and implementing equity-based compensation plans that drive employee engagement and performance.Key Responsibilities:Develop and maintain equity incentive plans, including stock option and restricted stock units.Analyze market data and industry trends to inform equity compensation...
-
Senior Administrative Assistant
4 weeks ago
Toronto, Ontario, Canada CAAT Pension Plan Full timeAt CAAT, we're passionate about what we do. And it shows Here, you'll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn't just feel different at CAAT. It is different. We're one of the fastest-growing pensions in the country for a reason. We challenge the...
-
Senior Administrative Assistant
4 weeks ago
Toronto, Ontario, Canada CAAT Pension Plan Full timeAt CAAT, we're passionate about what we do. And it shows Here, you'll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn't just feel different at CAAT. It is different. We're one of the fastest-growing pensions in the country for a reason. We challenge the...
-
Senior Administrative Assistant
3 weeks ago
Toronto, Ontario, Canada CAAT Pension Plan Full timeAt CAAT, we're passionate about what we do. And it shows Here, you'll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn't just feel different at CAAT. It is different. We're one of the fastest-growing pensions in the country for a reason. We challenge the...
-
Equity Administration Expert
51 minutes ago
Toronto, Ontario, Canada CI Financial Full timeRequired Skills and Qualifications5 - 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...
-
Strategic Equity Administrator
7 days ago
Toronto, Ontario, Canada Menlo Ventures Full timeWe are seeking a highly skilled Stock Plan Administrator to join our dynamic team. As a key member of our operations group, you will play a critical role in ensuring the integrity and compliance of our stock-based compensation programs.In this role, you will work closely with our Legal, People, Payroll, Accounting, FP&A, and Internal Audit teams to maintain...
-
Plan Administration Expert
7 days ago
Toronto, Ontario, Canada CAAT Pension Plan Full timeThe CAAT Pension Plan is seeking an experienced Plan Administration Expert to join our team. In this role, you will be responsible for administering the CAAT Pension Plan, ensuring compliance with established procedures and policies, and providing exceptional service to members.The successful candidate will possess a strong understanding of pension...
-
Equity Compensation Specialist
3 days ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we strive to create a dynamic work environment where employees are empowered to take ownership of meaningful projects and grow through challenging opportunities. As a Senior Equity Plan Administrator, you will play a pivotal role in managing our company's equity compensation programs across the U.S. and Canada.This is an exciting opportunity...
-
Senior Retirement Administration Manager
5 days ago
Toronto, Ontario, Canada CAAT Pension Plan Full timeWe're committed to delivering exceptional service to our clients and their employees, and we're seeking a highly skilled Senior Pension Analyst, Employer Services to join our team. In this role, you'll have the opportunity to work closely with employers to facilitate the administration of the CAAT Pension Plan.Key responsibilities include performing annual...
-
Senior Manager, Financial Planning
4 weeks ago
Toronto, Ontario, Canada CAAT Pension Plan Full timeAt CAAT, we're passionate about what we do. And it shows Here, you'll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn't just feel different at CAAT. It is different. We're one of the fastest-growing pensions in the country for a reason. We challenge the...