Equity Administration Manager

Posted 11 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Senior level
Insurance
The Role
Manage day-to-day administration of equity compensation programs (stock options, RSUs), maintain equity data integrity and HRIS integrations, oversee transactions and vesting, ensure tax and regulatory compliance, coordinate with Finance/Legal/Payroll, prepare management and regulatory reports, manage vendor relationships, lead employee communications, and implement process improvements.
Summary Generated by Built In

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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   Pay Transparency Nondiscrimination Provision   E-Verify

Skills Required

  • Bachelor's degree in Finance, Accounting, Human Resources, or related field
  • 5+ years of experience in equity compensation administration or related HR/finance discipline
  • Proficiency with equity compensation software and HRIS systems
  • Experience managing equity programs for publicly traded companies
  • Advanced level proficiency in Microsoft Office and familiarity with VBA macros
  • Certified Equity Professional (CEP) designation
  • Strong knowledge of equity compensation plans and relevant regulations (SEC, IRS, global compliance)
  • Advanced analytical and reporting skills for equity data management
  • Proficiency in systems integration and vendor platform management
  • Excellent communication and presentation skills for employees and senior executives
  • English language fluency

CRC Insurance Services Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CRC Insurance Services and has not been reviewed or approved by CRC Insurance Services.

  • Leave & Time Off Breadth Time off is described as generous, with paid holidays, vacation, sick days, and new parent leave offered. PTO and well‑being hours are often highlighted as standouts.
  • Retirement Support Retirement support includes a 401(k) plan with a company match and tax‑advantaged savings accounts. Feedback suggests these elements provide steady long‑term value.
  • Strong & Reliable Incentives Bonuses, including year‑end awards and incentive pay in some roles, are presented as a meaningful part of total compensation. Feedback suggests production‑linked roles can realize notable bonus upside.

CRC Insurance Services Insights

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The Company
HQ: Charlotte, NC
2,066 Employees
Year Founded: 1982

What We Do

CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.

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