Equity Compensation Consultant

🕒 vor 12 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $59.700 - $84.300 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

💼 Berater

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Empower

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10.000+ Mitarbeiter

💸 Finanzen

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower ist ein führender Anbieter von Finanzdienstleistungen, der sich darauf konzentriert, Einzelpersonen und Organisationen dabei zu helfen, finanzielle Freiheit durch Altersvorsorge und Investmentmanagement zu erreichen. Mit über 19 Millionen Kunden in den USA bietet Empower eine umfassende Palette an finanzbezogenen Dienstleistungen an, darunter intelligente Planung und Anlageberatung sowie Tools wie das Empower Personal Dashboard™ für einen vollständigen Finanzüberblick. Das Unternehmen ist bekannt als führender Anbieter von Altersvorsorgeplänen und arbeitet eng mit privaten Anlegern, Arbeitsplatzsparer, Plan-Sponsoren und Finanzfachleuten zusammen. Empower wird auch für Initiativen in den Bereichen Diversity, Equity, Inclusion anerkannt und hat ein soziales Engagement, das die Wirkung in der Gemeinschaft stärkt.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.