Equity Administration Manager

Charlotte NC - 600 S Tryon St.

Full time

R0000003186

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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The Equity Administration Manager oversees the day-to-day operations of the company's equity compensation programs, ensuring compliance with regulatory requirements and internal policies. This role manages equity data, reporting, and vendor relationships while providing strategic guidance to optimize equity processes and support employee experience.

Job Profile Summary

**** The Equity Administration Manager oversees the day-to-day operations of the company's equity compensation programs, ensuring compliance with regulatory requirements and internal policies. This role manages equity data, reporting, and vendor relationships while providing strategic guidance to optimize equity processes and support employee experience.

KEY RESPONSIBILITIES:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Manage administration of company equity programs including stock options, RSUs, and other long-term incentives.

• Ensure accurate record-keeping and data integrity within equity systems and HRIS integrations.

• Oversee equity transaction processing, vesting schedules, and tax implications in compliance with legal and regulatory standards.

• Lead communications and education programs for employees regarding equity plans and benefits.

• Collaborate with Finance, Legal, and Payroll teams to ensure accurate accounting and reporting.

• Prepare reports for management and regulatory filings, including SEC and tax-related disclosures.

• Manage relationships with external vendors, brokers, and equity service providers.

• Implement process improvements to enhance efficiency, accuracy, and compliance across equity administration activities.

• Monitor legislative and market trends affecting equity programs and advise on necessary updates.

EDUCATION AND EXPERIENCE

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in Finance, Accounting, Human Resources, or related field.

• 5+ years of experience in equity compensation administration or related HR/finance discipline.

• Experience managing equity programs for publicly traded companies preferred.

• Proficiency with equity compensation software and HRIS systems.

PREFERRED QUALIFICATIONS:

• Advanced level of proficiency in Microsoft and familiarity Visual Basic for Applications macros. (VBA)

• Proven ability to deliver clear and professional presentations and communications with senior executives

• Exceptional attention to detail and commitment to accuracy, with the ability to work confidently and precisely with both quantitative data and written documents, including legal and business communications

CERTIFICATIONS / LICENSES / REGISTRATIONS

• Certified Equity Professional (CEP) designation preferred.

FUNCTIONAL SKILLS

• Strong knowledge of equity compensation plans and relevant regulations.

• Advanced analytical and reporting skills for equity data management.

• Proficiency in systems integration and vendor platform management.

• Ability to interpret and apply SEC, IRS, and global compliance guidelines.

• Excellent communication skills to educate employees and partner with stakeholders.

• Project management expertise for implementing process improvements.

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://www.e-verify.gov/employees/employee-rights-and-responsibilities)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.

• Innovation: Work in a forward-thinking environment that values new ideas.

• Community: Be part of a supportive team that celebrates success together.

• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.