Equity Compensation Consultant

🕒 4 days ago

🇺🇸 United States – Remote

💵 $59.7k - $84.3k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Serve as the primary point of contact for shareholders, providing exceptional service through inbound phone and email inquiries • Educate participants on their equity compensation plans and help them connect plan value to broader financial wellness goals • Simplify complex topics such as vesting, taxation, and exercise options into clear, actionable guidance • Take ownership of shareholder inquiries, ensuring resolution through collaboration with internal partners and support teams • Support equity-related transactions such as account setup, ESPP enrollment, and trade execution • Proactively reach out to participants to address questions and provide clarity on plan activity and account management • Ensure full compliance with FINRA, SEC, and Empower regulatory standards across all interactions and processes • Contribute to the continuous improvement of participant education programs and operational workflows • Act as a peer mentor by sharing best practices and fostering a collaborative team environment • Maintain awareness of evolving industry trends, regulations, and product enhancements to provide up-to-date guidance.

🎯 Requirements

• Bachelor’s degree or equivalent experience • FINRA Series 7 and 63 required; Series 65 (or 66) required within corporate-established timelines • FINRA fingerprinting required • Certified Equity Professional (CEP®) Level 1 required or must be completed within 6–12 months of hire • 1–2 years of experience in equity compensation, financial services, or a related role • Solid understanding of equity compensation vehicles including RSUs, NSOs, ISOs, PSUs, SARs, and ESPPs • Strong understanding of financial planning concepts and ability to connect equity topics to overall financial wellness • Proficiency with CRM systems, stock plan platforms, Microsoft Office, and reporting tools • Demonstrated professionalism, dependability, and strong ethical standards • Ability to work effectively in a fast-paced, remote environment with excellent time management and multitasking skills.

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.