Principal, Equity-Based Plan Structuring & Implementation



Principal, Equity-Based Plan Structuring & Implementation New York, New York

Title:  Principal, Equity-Based Plan Structuring & Implementation

Job Type:  Permanent

Primary Location:  New York, New York (Hybrid)

The Challenge:

Vignetic is seeking a driven and mission-oriented professional who is passionate about creating more valuable companies and advancing social impact through engagements with private and public companies as they implement shared ownership programs.  This candidate will serve as a technical resource and advisor to the team and clients on equity-based compensation, as well as manage client engagements and partner relationships.  

Role & Responsibilities:

Equity-based Plan Structuring

  • Serve as an in-house subject matter expert on the tax and legal implications of structuring broad-based equity-based plans for public and private companies, including private equity owned companies. These plans should:
    • provide meaningful opportunities for hourly, clerical, entry-level, and intermediate-level colleagues to participate in financial upside without assuming risk;
    • be appropriately tailored to industry- and company-specific factors; and
    • be administratively practical.
  • Innovate existing broad-based equity-based plan models to create tailored approaches for businesses of varying sizes and structures and across industries
  • Collaborate with strategic partners, including top-tier law firms and accounting firms
  • Build a network of professional services providers to support companies with tax, accounting, legal and administrative aspects of broad-based equity-based plans, including share plan administration
  • Develop primers and educational materials for internal and external facing knowledge centers
  • Contribute to organizational development to achieve ambitious mission and growth targets

Client Engagement

  • Assist private and public companies with structuring broad-based equity-based plans
  • Collaborate with a consortium of private equity firms to design and structure broad-based equity-based plans within their portfolio companies
  • Establish trust-based relationships with clients and partners
  • Manage and prioritize across multiple client engagements
  • Manage analysts/associates who will lead processes to gather and analyze information, formulate customized solutions, and develop and present results/recommendations in collaboration with client team members
  • Refine existing content and develop new client-facing content for specific topics and practice areas
  • Develop breadth of knowledge across the four key verticals of shared ownership programs: (1) Structuring & Implementing Equity-based Plans; (2) Creating a Culture of High Engagement, Voice & Ownership; (3) Financial Inclusion & Resiliency; and (4) Data & Learning

Essential Skills & Qualifications:

  • A JD degree is required
  • 10 years of job experience with at least 3 years of experience in structuring and implementing equity-based incentive plans
  • Strong command of tax laws related to equity-based compensation
  • Proven project management, time management, prioritization, and multi-tasking abilities while maintaining excellent attention to detail
  • Ability to independently lead a client engagement from beginning to end
  • Exceptional written and verbal communication skills
  • Highly organized and process-oriented
  • Excellent relationship management skills
  • Highly responsive and collaborative team player
  • Self-starter with an entrepreneurial mindset


Tagged as: Principal, Equity-Based Plan Structuring & Implementation