Shareholder Services Lead - Hybrid

880 Cigna Management Company, LLC

Philadelphia (Philadelphia County)

On-site

USD 118,000 - 197,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

The Cigna Group seeks a senior leader to own employee equity and shareholder services, guiding stock plan operations across US and international programs in partnership with Legal, Finance, Tax and Payroll. You’ll drive accurate processing, governance and compliance for executives, employees, and the Board.

You will manage Fidelity and Computershare, ensure SOX controls, equity accounting and regulatory reporting, and support proxy statements and Board compensation processes with broad

Qualifications

  • 7+ years in stock plan administration, finance or accounting with 2+ years leading projects.
  • Knowledge of SEC/NYSE requirements, Section 16 reporting and executive trading compliance.
  • Experience with equity accounting, SOX controls and general ledger reconciliations.

Responsibilities

  • Oversee day-to-day administration of employee equity incentive plans for US and international programs.
  • Manage vendor relationships with Fidelity and Computershare; monitor SLAs and budgets.
  • Ensure regulatory compliance with Section 16, NYSE filings and executive trading activity.
  • Support proxy statements, Board compensation and related governance processes.
  • Lead tax compliance and reporting for equity, with mobility, tax and treasury teams.
  • Drive long-term incentive design using share usage, burn-rate and dilution analysis.

Skills

Stock plan administration
Analytical skills
Project management
Vendor management
Communication skills
SOX controls
Excel

Education

Bachelor's or Master's in finance, accounting, business, HR
Certified Equity Professional (CEP)

Tools

Workday
Fidelity stock plan administration
SEC/NYSE compliance systems

Job description

Help shape the future of The Cigna Group's employee equity and shareholder services programs. In this highly visible role, you will lead accurate, timely and compliant stock plan operations while partnering with Legal, Finance, Tax, Payroll and senior leaders. You will bring sound judgment, curiosity and a continuous-improvement mindset to complex work that supports employees, executives, shareholders and the Board.

Responsibilities
  • Lead day-to-day administration of employee equity incentive plans, ensuring accurate grant, vesting, dividend and special transaction processing across U.S. and international programs.
  • Own vendor relationships with Fidelity and Computershare. Monitor service levels, billing and budget priorities, resolve operational issues and recommend contract or process improvements.
  • Protect regulatory compliance by reviewing Section 16 Forms 3 and 4, NYSE filings, 10-K exhibits and executive trading activity, including preclearance and 10b5-1 plan support.
  • Manage the Restricted Persons List and evaluate trading requests with the Office of the Corporate Secretary, escalating complex or high-profile matters when needed.
  • Strengthen financial controls and reporting by reviewing monthly and quarterly analyses, including stock data, equity and tax expense analyses, GAAP and STAT reconciliations, journal entries, Sarbanes-Oxley testing and auditor requests.
  • Partner with Legal on the annual proxy statement and review executive and director compensation tables, footnotes, tally sheets and Board compensation processes.
  • Support the Board of Directors compensation process, including quarterly statements, the Director Fee System and year-end 1099-MISC reporting.
  • Guide equity-related tax compliance, funding, custom reporting and projections in partnership with Global Mobility, Corporate Tax, Treasury and local payroll teams.
  • Contribute to long-term incentive design through share-usage, burn-rate and dilution analysis. Track market and regulatory developments and recommend practical changes.
  • Lead stock-related work for mergers, acquisitions, corporate actions and other special projects, and serve as a trusted advisor to HR, Legal, Employee Relations, employees and shareholders.
Required Qualifications
  • At least 7 years of experience in stock plan administration, compensation, finance or accounting, including at least 2 years leading projects or complex workstreams.
  • Working knowledge of SEC and NYSE requirements, Section 16 reporting and executive trading compliance.
  • Experience with equity accounting, Sarbanes-Oxley controls, financial reporting and general ledger reconciliations.
  • Strong analytical, project, vendor and change management skills, with the judgment to review work, manage risk and protect confidential information.
  • Clear written and verbal communication skills and the ability to influence partners across Legal, Finance, Tax, Payroll and senior leadership.
  • Advanced Microsoft Excel skills.
Preferred Qualifications
  • Bachelor's or master's degree in finance, accounting, business, human resources or a related field.
  • Certified Equity Professional (CEP) certification.
  • Hands-on experience with employee equity plans, Workday and Fidelity stock plan administration.
  • Experience supporting proxy disclosure, Board compensation, international equity tax or stock-plan activity related to mergers and acquisitions.

If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. For this position, we anticipate offering an annual salary of 118,100 - 196,900 USD / yearly, depending on relevant factors, including experience and geographic location. This role is also anticipated to be eligible to participate in an annual bonus plan.

At The Cigna Group, you’ll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k), company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year, paid holidays, and leaves of absence. For more details on our employee benefits programs, click here.

About The Cigna Group

Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we’re dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives.

Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.

If you need a reasonable accommodation to complete the online application process, please email seeyourself@thecignagroup.com for assistance. Please note that this email inbox is dedicated to accommodation requests only and cannot provide application updates or accept resumes.

The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.

Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.

Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we’re dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Shareholder Services Lead - Hybrid
Shareholder Services Lead - Hybrid

Cigna Healthcare • Bloomfield (CT)

On-site
USD 118,000 - 197,000
Medical coverage
Vision
Dental
+7
Investor Relations, Lead Principal - The Cigna Group
Investor Relations, Lead Principal - The Cigna Group

Cigna Health and Life Insurance Company • Bloomfield (CT)

On-site
USD 177,000 - 296,000
Health benefits
401(k) matching
Paid time off
+1
Software Engineering Senior Advisor- Hybrid
Software Engineering Senior Advisor- Hybrid

Cigna Health and Life Insurance Company • Bloomfield (CT)

Hybrid
USD 164,000 - 174,000
Talent & Performance Strategy Principal - Hybrid
Talent & Performance Strategy Principal - Hybrid

Cigna Health and Life Insurance Company • Bloomfield (CT)

On-site
USD 134,000 - 223,000
Health benefits
401(k)
Tuition reimbursement
+4
Application Development Senior Advisor- Hybrid
Application Development Senior Advisor- Hybrid

Cigna Health and Life Insurance Company • Morris Plains (NJ)

Hybrid
USD 193,000 - 204,000
Annual bonus plan
Health benefits
401(k)
Investor Relations, Lead Principal - The Cigna Group
Investor Relations, Lead Principal - The Cigna Group

Financeroles • Bloomfield (CT)

Hybrid
USD 177,000 - 296,000
Annual bonus
Long-term incentive plan
Data Ops - Data Builder
Data Ops - Data Builder

Cigna Health and Life Insurance Company • Connecticut

Hybrid
USD 102,000 - 171,000
Health benefits
401(k)
Life insurance
+2
PBS Engineering Managing Director
PBS Engineering Managing Director

Cigna Health and Life Insurance Company • Cool Valley (MO)

On-site
USD 210,000 - 349,000
Production Support Director- Hybrid
Production Support Director- Hybrid

Cigna Health and Life Insurance Company • Bloomfield (CT)

Hybrid
USD 203,000 - 272,000
Health benefits
401(k)
Tuition reimbursement
+1
Sr. Strategic Account Executive; O500 (NY/NJ)
Sr. Strategic Account Executive; O500 (NY/NJ)

Cigna Health and Life Insurance Company • City of Rochester (NY)

Hybrid
USD 90,000 - 150,000
401(k)
company paid life insurance
tuition reimbursement
+3