Shareholder Services Lead - Hybrid

Cigna Group•Philadelphia, PA

6d•Hybrid

About The Position

The Shareholder Services Lead will oversee accurate, timely and compliant stock plan operations for The Cigna Group’s employee equity and shareholder services programs. The role partners with Legal, Finance, Tax, Payroll and senior leaders to support employees, executives, shareholders and the Board, and requires sound judgment and a continuous-improvement mindset. The position leads employee equity plan administration, vendor relationships, regulatory compliance, financial controls and reporting, equity-related tax work, and Board compensation support. It also contributes to long-term incentive design, handles stock-related work for mergers and other corporate actions, monitors market and regulatory developments, and advises internal partners and shareholders. The role is hybrid. Occasional or permanent work from home requires cable broadband or fiber internet service with speeds of at least 10 Mbps download and 5 Mbps upload.

Requirements

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 sound judgment in reviewing work, managing risk and protecting confidential information.
Clear written and verbal communication skills and ability to influence partners across Legal, Finance, Tax, Payroll and senior leadership.
Advanced Microsoft Excel skills.

Nice To Haves

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.

Responsibilities

Lead day-to-day administration of employee equity incentive plans, including grant, vesting, dividend and special transaction processing for U.S. and international programs.
Manage vendor relationships with Fidelity and Computershare, including service levels, billing, budget priorities, issue resolution and recommendations for contract or process improvements.
Review 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.
Review monthly and quarterly financial 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 Board of Directors compensation processes, including quarterly statements, the Director Fee System and year-end 1099-MISC reporting.
Guide equity-related tax compliance, funding, custom reporting and projections 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.
Advise HR, Legal, Employee Relations, employees and shareholders.