Shareholder Services Lead - Hybrid

The Cigna Group•Philadelphia, PA

8d•$118,100 - $196,900•Hybrid

About The Position

The Shareholder Services Lead will lead 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 and supports employees, executives, shareholders and the Board. It also oversees key service-provider relationships, financial controls and reporting, regulatory compliance, equity-related tax work and stock-related transactions. The position is hybrid. For employees working at home occasionally or permanently, the internet connection must be cable broadband or fiber optic with speeds of at least 10 Mbps download and 5 Mbps upload. The anticipated annual salary is $118,100–$196,900, depending on relevant factors including experience and geographic location. The role is also anticipated to be eligible for an annual bonus plan. The Cigna Group describes its mission as improving the health and vitality of those it serves through Cigna Healthcare and Evernorth Health Services. The company states that qualified applicants are considered without regard to protected characteristics and that reasonable accommodations are available for the online application process. It has a tobacco-free policy and may decline to hire tobacco or nicotine users in specified states where legally permissible, subject to the stated cessation-program exception.

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, including sound judgment to review work, manage risk and protect 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 accurate grant, vesting, dividend and special transaction processing for U.S. and international programs.
Manage relationships with Fidelity and Computershare, monitoring service levels, billing and budget priorities, resolving operational issues, and recommending 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 assess trading requests with the Office of the Corporate Secretary, escalating complex or high-profile matters as appropriate.
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, 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 on stock-related matters.