Senior Equity Compensation Consultant

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🔥 6 minutes ago

🇺🇸 United States – Remote

💵 $79.4k - $112.2k / year

⏰ Full Time

🟠 Senior

💼 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 high net worth employee shareholders, delivering personalized and proactive client service • Provide clear, confident guidance on equity compensation topics including vesting, exercising, and taxation of equity awards • Educate participants on RSUs, stock options, performance awards, SARs, and ESPPs, simplifying complex financial concepts • Conduct targeted outreach to clients based on vesting schedules, life events, or corporate campaigns • Develop lasting relationships with a defined group of shareholders to build trust and deliver tailored support • Identify opportunities to connect shareholders with Empower’s wealth advisory and financial planning teams • Ensure compliance with FINRA, SEC, and Empower standards in all interactions and transactions • Collaborate with cross-functional teams including Legal, Compliance, and Product to resolve client issues efficiently • Mentor and support team members by modeling best practices and contributing to a culture of collaboration • Continuously refine processes and communication strategies to improve the shareholder experience

🎯 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 obtained within 6–12 months of hire; full CEP designation preferred • 3–5 years of experience in equity compensation, financial services, or advisory roles supporting high net worth clients • Deep knowledge of equity compensation vehicles and related tax and financial planning implications • Exceptional communication skills with the ability to explain complex concepts clearly and compassionately • Experience identifying client needs and connecting them to broader financial wellness or planning opportunities • Proficiency in CRM systems, stock plan platforms, Microsoft Office, and reporting tools • High ethical standards, professionalism, and ability to thrive in fast-paced, dynamic environments

🏖️ 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. BRGs are open to all.