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Built for the AI-enabled world, we operate a lean, conflict-free, and client-centric model that embeds AI across all workstreams. With no audit practice, we do not have the audit-related conflicts, which allows us to focus entirely on delivering value to clients with agility and innovative, outcome-based commercial models. Our culture is highly collaborative and flat-structured and free of traditional partner P&L silos – pursuing the best outcomes for our clients.
About the Role
We are seeking experienced equity managers to join our growing team, focused on delivering high-quality, practical advice on employee share plans and equity incentives for private (including private equity-backed) and listed companies. The successful candidate will be confident advising CFOs, HR, legal, and investor stakeholders across the lifecycle of equity incentive arrangements, including EMI, CSOP, growth shares, MIPs, and listed company plan structures.
Responsibilities
- Lead strategic client engagements involving equity incentive design, implementation, and governance for private (including PE-backed) and listed companies.
- Advise on EMI, CSOP, growth shares, MIPs, RSUs, LTIPs, option plans, and hybrid structures, with a deep understanding of tax, legal, and accounting implications.
- Deliver commercially grounded advice aligned with corporate transactions (e.g., investment rounds, exits, IPOs) and ongoing employee/shareholder alignment.
- Work closely with tax, legal, corporate finance, and valuation teams to deliver integrated, high-quality solutions.
- Drive scalable delivery by implementing AI-enabled tools across modeling, documentation, and communications.
- Lead business development across key accounts and industry sectors, identifying cross-service opportunities and building long-term client relationships.
- Develop and mentor team members, build succession pipelines, and foster technical excellence across the equity and reward specialism.
- Contribute to new proposition development in response to evolving market, regulatory, and investor needs.
Qualifications
- A professional qualification (e.g., CTA, ACA, solicitor) is preferred.
- Significant experience (typically 8+ years) advising on UK equity incentives, ideally with exposure to both private and listed companies.
- Deep understanding of equity design, implementation, tax treatment, and exit scenarios, including specific experience in private equity-backed structures.
- Proven leadership of complex, multi-disciplinary advisory projects with CFO, RemCo, or investor engagement.
- Experience using AI and automation in modeling, reporting, or documentation is advantageous.
- Commercial acumen and proven ability to grow accounts and originate new opportunities.
- Strong people leadership and team development capability.
- Excellent communication, negotiation, and relationship management skills.
A truly hybrid and flexible working environment. We offer the opportunity to be at the forefront of AI-driven advisory services. You’ll be working on cutting-edge projects and encouraged to deploy the latest analytical tools and approaches.
Equal Opportunity Statement
At Unity Advisory, we are committed to providing an inclusive and accessible recruitment process. In line with the Equality Act 2010, we will accommodate any suitable candidate requiring assistance to attend or conduct an interview. If you need any adjustments or support, please let us know when either scheduling your interview or in your application cover letter. We are dedicated to ensuring that everyone has an equal opportunity to succeed and are here to support you throughout the process.
PLEASE BE ADVISED THAT WE DO NOT ACCEPT ANY UNSOLICITED CVS FROM THIRD PARTIES
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Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing and Consulting
Industries
Accounting and Business Consulting and Services
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