Senior Equity Plan Administrator

2 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 our company's equity compensation programs across both the U.S. 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 transactions is 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.

Key Responsibilities:

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.S. and Canada.
  • 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.S. SEC and Canadian Securities Administrators (CSA) regulations.
  • 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.S. and Canada.
  • 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., SEDAR filings).
  • Assist in the design and implementation of new equity programs, including performance-based incentive plans.

Compliance & Reporting:

  • Monitor and ensure compliance with SEC (U.S.) and CSA (Canada) regulations related to equity compensation.
  • 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.

Employee Support & Communication:

  • Provide education and guidance to executives and employees regarding equity compensation plans, taxation, and plan changes in the U.S. and Canada.
  • Serve as a key point of contact for employee inquiries related to equity grants, vesting schedules, and transactions.
  • Develop and maintain equity-related communication materials and training sessions.

Qualifications & Experience:

  • 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. Experience in implementing/migrating systems is strongly preferred.
  • 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. Since 1965, we have consistently anticipated and responded to the changing needs of investors. 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. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

What We Offer:

  • Modern HQ location within walking distance from Union Station.
  • Training Reimbursement.
  • Paid Professional Designations.
  • Employee Savings Plan (ESP).
  • Corporate Discount Program.
  • Enhanced group benefits.
  • Parental Leave Top-up program.
  • Paid time off for Volunteering.

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking "Apply." Only qualified candidates selected for an interview will be contacted. CI Financial Corp. 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 [emailprotected], or call 416-364-1145 ext. 4747.

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