Equity Compensation Consultant

🕒 il y a 5 jours

🇺🇸 États-Unis – Télétravail

💵 $59 700 - $84 300 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💼 Consultant

🦅 Parrain de Visa H1B

info

🗣️🇺🇸🇬🇧 Anglais requis

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Empower

10 000+ employés

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower est un prestataire de services financiers de premier plan, axé sur l'aide aux individus et aux organisations pour atteindre la liberté financière grâce à la planification de la retraite et à la gestion des investissements. Au service de plus de 19 millions d'Américains, Empower propose une suite complète de services liés aux finances, incluant la planification intelligente, les conseils en investissement, et des outils comme le tableau de bord personnel Empower™ pour une vue d'ensemble financière. L'entreprise est réputée en tant que principal fournisseur de plans de retraite et collabore étroitement avec des investisseurs individuels, des épargnants sur le lieu de travail, des promoteurs de plans et des professionnels financiers. Empower est également reconnu pour ses initiatives en matière de diversité, d'équité, d'inclusion et a un engagement social qui renforce l'impact communautaire.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.

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