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Equisoft

SaaS platform for insurance and wealth

Global Compensation Specialist

Full-Time
No salary listed
Expert
Bachelor's
Montreal, QC, Canada+1 moreMore locations: Québec City, QC, Canada
HybridHybrid work is available in Montreal or Quebec City.
People & HRCompensation & Benefits

About the job

Requirements
  • A Bachelor of Arts degree in Administration, Industrial Relations, Actuarial Science, Human Resources, or other relevant training.
  • At least 10 years of experience in global compensation.
  • Excellent oral and written knowledge of French and English.
  • Demonstrated experience with Workday, specifically the Core HCM compensation and Advanced Compensation modules, including configuration, reporting, and administration.
  • Advanced Excel skills, including pivot tables, data validation, and complex formulas for compensation modeling and forecasting.
  • Experience presenting business cases and program results to senior leadership.
  • Ability to synthesize complex information and present it clearly to diverse audiences, from employees to executive leadership.
  • Ability to troubleshoot complex compensation issues independently.
  • Ability to manage multiple projects simultaneously and meet established deadlines for compensation cycles, benefits renewals, and reporting requirements.
  • Ability to work independently with minimal supervision once trained on processes.
Responsibilities
  • Develop and present the global compensation strategy, including proposals, results, and success metrics, to executive leadership.
  • Assess, propose, and implement strategic recommendations and enhancements to compensation programs, policies, and processes in collaboration with the Human Resources team.
  • Stay updated on compensation best practices to maintain competitive compensation offerings.
  • Serve as the subject-matter expert for complex compensation questions across the organization.
  • Perform market research and statistical analysis to develop the global compensation strategy.
  • Administer the annual compensation planning cycle in Workday, including system configuration, data validation, manager training, processing compensation changes, preparing payroll data, and ensuring the accuracy of calculations and approvals by established deadlines.
  • Recommend and benchmark benefits plans, including health, welfare, and retirement plans, to ensure competitiveness and compliance with local regulations.
  • Lead the annual benefits renewal process, including request-for-proposal preparation, vendor management, plan design analysis, cost modeling, and implementation coordination across all jurisdictions by renewal deadlines.
  • Develop coaching and training materials related to compensation and benefits for managers and the Human Resources team.
Desired Qualifications
  • Knowledge of Spanish.
  • Canadian Professional in Human Resources membership.
  • Experience in the information technology industry.
  • Experience with international companies.

About the company

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Equisoft

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Website

Equisoft provides digital software solutions for the insurance and wealth management sectors. It offers a cloud-based suite (SaaS) with modules for financial planning, portfolio design, customer relationship management (CRM), and client portals, helping firms streamline processes and engage clients. The platform works as an integrated set of online tools that clients subscribe to and may customize with professional consulting to implement digital transformations. What sets Equisoft apart is its deep 25+ years of industry experience and a focused fintech footprint, combining end-to-end software with advisory services tailored to insurers and wealth managers. Its goal is to help clients grow revenue and improve customer interactions by digitizing and coordinating core business processes across planning, design, CRM, and client engagement.

Company Size

501-1,000

Company Stage

Growth Equity (Venture Capital)

Total Funding

$138M

Headquarters

Montreal, Canada

Founded

1994

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Simplify Jobs

Simplify's Take

What believers are saying

  • Walter GAM invested September 2, 2026, signaling outside conviction and growth capital.
  • Bob Thrall joined April 2026 to scale global sales and AI-focused partnerships.
  • Financial Horizons chose Equisoft September 10, 2026, validating its integrated insurance-and-funds platform.

What critics are saying

  • Financial Horizons’ 2027 rollout exposes delivery risk; any slip damages Equisoft’s credibility.
  • Guidewire, Duck Creek, Salesforce, and Databricks squeeze Equisoft’s differentiation in enterprise deals.
  • If insurers standardize on native cloud stacks, Equisoft becomes a replaceable integration layer.

What makes Equisoft unique

  • Equisoft spans policy administration, CRM, analytics, and client portals across insurers and advisors.
  • Luis Romero still controls Equisoft; Walter GAM joined September 2026 as a fourth minority shareholder.
  • Equisoft sells insurance-specific AI and migration expertise, not generic fintech software.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Pension Matched Contribution
  • Flexible Hours
  • Educational Support
  • Remote Work Options
  • Hybrid Work Options
  • Flexible Work Hours
  • Medical Insurance
  • Term Life/Personal Accident Coverage

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Insurance Portal
Sep 11th, 2026
Equisoft aims to become the global "Guidewire" of the life insurance industry.

Equisoft aims to become the global "Guidewire" of the life insurance industry. By alain thériault, published on sept. 11, 2026, 4:12 p.m. Equisoft, a provider of digital solutions for the life insurance, investment fund, asset management, and pension plan sectors, has just opened its shareholding structure to Walter Global Asset Management (Walter GAM), a private investment firm. Thanks to its advertisers. Walter GAM thus becomes Equisoft's fourth minority shareholder; founder and CEO Luis Romero remains the controlling shareholder, holding more than 50% of the shares. Equisoft's other three minority shareholders are Export Development Canada (EDC), Fondaction, and Investissement Québec. Quebec's Enterprise Register does not provide a complete picture of shareholder stakes under the name Equisoft Inc.; Walter GAM and Investissement Québec do not appear in the listing. The register does not specify the exact stakes held by the listed shareholders, stating only that Luis Romero is the principal shareholder and that the others are minority shareholders. Well-defined growth drivers. This marks the 16th investment for the firm, where Sylvain Brosseau serves as CEO and founding partner. Brosseau sits on Equisoft's board of directors. In the September 2 press release announcing the transaction, Brosseau stated that Equisoft is the type of company Walter GAM seeks to partner with: "an established platform with global reach, an experienced management team, and well-defined growth drivers." Launched in 2019, Walter GAM says it provides growth capital and strategic expertise to high-potential asset managers. Its website notes a focus on partnerships, innovation, and sustainable growth. Based in Westmount, Quebec, Walter GAM is part of Walter Capital Management, which is listed in Quebec's Enterprise Register as its majority shareholder. Walter Capital Management states that it offers diversified investment solutions across public and private markets. "We were looking for a partner who could act with agility and who shares our values," stated Luis Romero of Equisoft in the press release. Long-term partner. Why choose Walter GAM? In an exclusive interview with the Insurance Portal, Romero explained that Walter GAM is committed "to a long-term vision of strategic development." The Equisoft CEO cited the example of Innocap, a specialist in dedicated managed accounts - a vehicle sought after by institutions wishing to access alternative investments. Walter GAM's website indicates that Innocap has been part of its portfolio since February 2022. Luis Romero added that acquiring a stake in Equisoft allows Walter GAM to further diversify, marking its first investment in the insurance sector. Amélie Plante, a media relations representative for Walter GAM who was present at the interview, confirmed this. She noted that the private investor focuses its investments on asset managers and the companies that provide services to them. Brosseau's presence on Equisoft's board also facilitated the partnership with Walter GAM. "We have a very long-standing relationship with Sylvain, who served on our first board of directors back in 2004," recounted Luis Romero. However, Equisoft's founder declined to disclose the amount of the investment made by Walter GAM. Turn on alert Artificial intelligence. Celent. Equisoft. EDC. Fondaction. Guidewire. International. Life insurance. Mergers and acquisitions. Technology. To go further...

Newswire
Sep 10th, 2026
Financial Horizons becomes the first major Canadian MGA to leverage Equisoft's integrated insurance and segregated funds platform.

Financial Horizons becomes the first major Canadian MGA to leverage Equisoft's integrated insurance and segregated funds platform. Sep 10, 2026, 09:05 ET The integrated platform will provide a more connected experience and help independent advisors spend less time on administration and more time supporting clients. KITCHENER, ON, Sept. 10, 2026 /CNW/ - Financial Horizons, one of Canada's largest life and health managing general agents (MGA), today announced a strategic partnership with Equisoft, a Canadian technology provider, for a centralized, fully integrated platform to enhance the capabilities of its independent advisor network. The investment is a foundational step in Financial Horizons' multi-year technology transformation that takes a phased approach through 2027. Financial Horizons is the first major Canadian MGA to partner with Equisoft to harness the platform's full capabilities to bring insurance and segregated funds operations together on a single system. "We know the challenges independent advisors have faced piecing together client information, and this new partnership is an important step toward creating a single client picture," said Sean Downey, President & CEO of Financial Horizons. "As advisor and client expectations continue to evolve, we remain committed to investments that help advisors operate more efficiently today so they can spend more time with clients, strengthen relationships and continue growing their businesses for the future." The platform will centralize systems that advisors and Financial Horizons teams use every day, replacing fragmented processes with a single, integrated environment. With the full launch slated in 2027, advisors can expect improved reporting and dashboards, better data quality, greater automation and expanded self-service opportunities, reducing manual work and freeing up more time for client-facing advice. "This technology shift will create benefits that reach beyond independent advisors," added Downey. "Their teams, clients and our national support teams will all benefit through faster support, stronger collaboration and more efficient problem-solving across our entire ecosystem." For the support team specifically, this means now working in the same technology environment as advisors, which will create opportunities to better help advisors, including faster support, improved collaboration and more efficient problem solving. Financial Horizons selected Equisoft because of its commitment to innovation and its ability to deliver a flexible solution built for the evolving needs of the independent advisor marketplace, now and into the future. "By understanding and prioritizing the needs of independent advisors, Financial Horizons is setting a new standard for advisor support in Canada," said Luis Romero, Founder & CEO at Equisoft. "This partnership speaks to the strength of our platform and the years of insurance and wealth management expertise we've built to support a transformation of this scale. We're proud to help bring that vision to life." Knowing independent advisors is at the heart of who Financial Horizons is. Representing thousands of advisors across Canada, the company partners closely with advisors to understand their evolving needs and identify opportunities that help them better serve Canadians. Investments like this reflect Financial Horizons' ongoing commitment to helping advisors and their clients. About Financial Horizons Financial Horizons is a leading Canadian managing general agency committed to supporting independent advisors with the expertise, services, products and technology they need to grow and reach their goals. Through its dedicated team and comprehensive solutions, Financial Horizons helps advisors grow their businesses and navigate an evolving financial services landscape. About Equisoft Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 350 of the world's leading financial institutions and over 20,000 advisors, Equisoft offers a complete AI-enabled ecosystem-from front-end applications to integrated back-office and pension systems-backed by proven data migration expertise. The firm's ecosystem serves insurers, distributors, banks, pensions, and asset managers. For more information, please visit www.equisoft.com. SOURCE Financial Horizons

Newswire
Sep 2nd, 2026
Equisoft appoints Bob Thrall as Chief Sales Officer.

Equisoft appoints Bob Thrall as Chief Sales Officer. Sep 02, 2026, 08:05 ET A seasoned insurance technology sales leader with three decades of experience in the financial services industry, Thrall joins Equisoft to accelerate growth and support its AI-focused innovation. MONTREAL, Sept. 2, 2026 /CNW/ - Equisoft, a leading global digital solutions provider to the financial services industry, is pleased to announce the appointment of Bob Thrall as Chief Sales Officer. In this role, Thrall will lead global sales strategy and execution across Equisoft's core markets, including insurance carriers, distributors and financial institutions worldwide. His expertise spans policy administration, SaaS platforms, and data modernization, giving him a comprehensive perspective on the challenges insurers face throughout their digital transformation journeys. "The insurance industry is evolving rapidly, and AI is fundamentally reshaping what insurers expect from their technology partners," said Luis Romero, Chief Executive Officer, Equisoft. "Bob's understanding of what insurers need to modernize successfully, and his proven ability to build high-performance teams, will ensure that we continue to deliver global capabilities that drive growth for our clients and our business." Thrall will focus on scaling Equisoft's global sales and pre-sales capabilities, broadening strategic partnerships and delivering measurable value to clients adopting Equisoft's solutions for policy administration, illustration, digital applications and data modernization. As life insurers look to close the gap between legacy operating costs and modern policyholder expectations, Thrall will ensure more organizations can fully leverage Equisoft's end-to-end solutions as they navigate the shift to modern AI-enabled operations. "Insurers are under real pressure right now to modernize legacy systems, reduce operating costs and move faster than their technology has historically allowed, and AI is adding a new dimension of urgency and complexity to all of it," said Bob Thrall, Chief Sales Officer, Equisoft. "What drew me to Equisoft is its ability to combine deep industry expertise with flexible end-to- end solutions to tackle the challenges that the industry is facing. I'm excited to work with our global teams and clients to help insurers navigate this evolving landscape, accelerate growth, and deliver better outcomes for their businesses and their policyholders." Thrall brings more than 30 years of experience in insurance technology and enterprise software, with a track record of building world-class sales organizations and driving sustained revenue growth. He joined Equisoft in April 2026. SOURCE Equisoft Inc. Beth Jarecki, Omnia Paratus, [email protected]

Yahoo Finance
Sep 2nd, 2026
Equisoft appoints Bob Thrall as Chief Sales Officer to drive AI-focused growth

Equisoft, a global digital solutions provider to the financial services industry, has appointed Bob Thrall as Chief Sales Officer. Thrall will lead global sales strategy and execution across Equisoft's core markets, including insurance carriers, distributors, and financial institutions worldwide. Thrall brings over 30 years of experience in insurance technology and enterprise software. He joined Equisoft in April 2026 and will focus on scaling the company's global sales capabilities, broadening strategic partnerships, and supporting clients adopting solutions for policy administration, illustration, digital applications, and data modernisation. His appointment comes as insurers face pressure to modernise legacy systems and adapt to AI-enabled operations. Thrall's expertise spans policy administration, SaaS platforms, and data modernisation.

Associated Press
Sep 2nd, 2026
Walter Global Asset Management invests in Equisoft to fuel international growth

Walter Global Asset Management has invested in Equisoft, a Montreal-based digital transformation provider for the insurance, wealth management, and investment sectors. This marks Walter GAM's 16th portfolio investment. Equisoft serves over 325 leading financial institutions globally, with more than 40% of revenues generated outside Canada and the United States. The company employs over 850 experts across six continents. "Equisoft represents precisely the type of company we seek to partner with: an established platform with global reach, an experienced management team, and well-defined growth levers," said Sylvain Brosseau, CEO of Walter GAM. Founded in 1994, Equisoft provides AI-powered digital solutions including front-end applications and integrated back-office systems. Walter GAM, launched in 2019, focuses on development capital for investment managers and financial services firms.