Senior Executive, Equity Compensation Consultant

🕒 vor 6 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $105.700 - $149.275 / Jahr

⏰ Vollzeit

🟠 Senior

💼 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 relationship manager for a defined group of C-suite and senior executive clients, delivering personalized and proactive equity support • Educate executives on equity compensation programs including RSUs, stock options, PSUs, SARs, and performance awards • Provide expert-level consultation on 10b5-1 trading plans, insider trading windows, and related SEC compliance requirements • Coordinate with Empower’s Executive Services and Personal Wealth teams to align equity and financial planning strategies • Translate complex equity and tax concepts into actionable insights that align with executive financial goals • Proactively conduct outreach based on vesting schedules, life events, and diversification opportunities • Maintain comprehensive knowledge of SEC regulations, corporate policies, and internal governance standards • Identify advanced planning opportunities related to diversification, charitable gifting, and estate planning • Mentor peers and contribute to team education around executive-level equity and compliance best practices • Collaborate across teams to improve the executive client experience and refine Empower’s service delivery model

🎯 Anforderungen

• Bachelor’s degree or equivalent experience • FINRA Series 7 and 63/65 required; FINRA fingerprinting required • Certified Equity Professional (CEP®) Level 1 required; full CEP® designation strongly preferred • 5–7 years of experience in equity compensation, executive services, or wealth management supporting high-level clients • Deep understanding of executive equity compensation plans, Rule 10b5-1 trading, and insider trading compliance • Exceptional communication and presentation skills with ability to engage executive audiences • Demonstrated success in proactive client relationship management and consultative service delivery • Proficiency with CRM systems, stock plan platforms, Microsoft Office, and reporting tools • Ability to manage multiple priorities while maintaining precision, professionalism, and confidentiality • Growth-oriented mindset with adaptability to changing business needs and service models

🏖️ 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.