Equity Plan Consultant Job ID 233136 Posted 12-Aug-2025 Service line Corporate Segment Role type Full-time Areas of Interest People/Human Resources Location(s) Dallas - Texas - United States of America **About the Role:** We are seeking an experienced and detail-oriented Equity Plan Administrator to oversee and manage all aspects of CBRE’s global equity compensation program. Responsible for the day-to-day equity awards, compliance with internal policies and external regulations, employee communications, and coordination with key internal and external partners (including Finance, Legal, Payroll, HR and our equity platform provider. **What You'll Do:** + Administer CBRE’s global equity plans in accordance with company policies and applicable laws. + Maintain accurate and up-to-date records in the equity management platform (Fidelity). + Process new grants, exercises, vesting events, terminations, cancellations, and transfers in a timely and accurate manner. + Serve as the primary point of contact for employees and executives on equity-related questions, including grant details, taxation, and platform navigation. + Partner with Payroll, Legal, and Finance to ensure correct reporting, tax withholding, and compliance with accounting and tax regulations). + Assist with quarterly and annual reporting, including financial statement disclosures, 10-K/10-Q filings (for public companies), and proxy statement tables. + Support board and compensation committee processes with data, documentation, and meeting materials. + Ensure compliance with federal, state, and international laws, including SEC rules and Section 16 reporting. + Partner with Legal to monitor and maintain insider trading windows, blackout periods, and 10b5-1 plans. + Participate in the design, review, and implementation of new or revised equity programs and policies. + Participate in compensation surveys in order to understand competitive practice and compensation levels for executives. **What You'll Need:** _To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions._ + Bachelor’s degree in Finance, Accounting, Human Resources, or related field; CEP (Certified Equity Professional) a strong plus. + 3–7+ years of experience administering equity plans at a public company. + Knowledge of U.S. and international equity compensation practices, including tax and legal considerations. + Familiarity with Section 409A, Section 83(b), IRC, ASC 718, and other relevant regulatory frameworks. + Ability to communicate complex equity concepts to employees of all levels. + Experience working with equity administration platforms. + Experience at a global publicly traded company. + Working knowledge of pertinent tax regulations, reporting and compliance requirements. + Exceptional communication skills both written and verbal. + Demonstrated ability to work in a fast-paced environment especially during peak periods. + Demonstrated ability to conduct complex analysis. + Strong attention to detail, exceptional organizational skills and ability to manage multiple priorities at once. + Ability to work independently and as part of a team. + Ability to apply excellent written and verbal communication skills to accurately explain/report activity. + In-depth knowledge of financial terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. **Why CBRE:** When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential. Our Values in Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. _Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future._ **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)