Senior Equity Compensation Consultant

🕒 vor 6 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $79.400 - $112.175 / Jahr

⏰ Vollzeit

🟠 Senior

💼 Berater

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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 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

🎯 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 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

🏖️ 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. BRGs are open to all.