Equity Compensation Consultant

🔥 15 hours ago

🇺🇸 United States – Remote

💵 $59.7k - $84.3k / year

⏰ Full Time

🟢 Junior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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 employee shareholders through inbound phone interactions and proactive follow-up • Build trusted shareholder relationships through personalized education, financial wellness conversations, and ongoing support • Educate participants on RSUs, NSOs, ISOs, PSUs, SARs, and ESPPs • Explain equity award vesting, taxation, exercise and sale transactions, enrollment processes, and digital tools • Conduct financial wellness conversations and connect equity benefits to broader financial goals • Introduce participants to Empower financial planning and wealth management resources and facilitate warm handoffs • Own participant inquiries from initial contact through resolution • Coordinate with internal business partners for timely and accurate outcomes • Support account setup, ESPP enrollment, stock option exercises, restricted stock transactions, trade execution, and account servicing • Maintain accurate participant records in accordance with FINRA, SEC, company policies, and quality standards • Stay informed about equity compensation trends, financial markets, tax considerations, and regulatory developments • Identify opportunities to improve engagement, client experience, and business growth • Mentor peers, share knowledge, and foster a collaborative environment • Adapt to changing priorities and perform other assigned duties

🎯 Requirements

• Bachelor's degree or an equivalent combination of education and professional experience • FINRA Series 7 license required • FINRA Series 63 license required • FINRA Series 65 or Series 66 required • FINRA Fingerprinting required • Minimum of one to two years of experience in equity compensation, stock plan administration, financial services, wealth management, brokerage operations, or a related client-facing financial services role • Certified Equity Professional (CEP®) Level 1 required or obtained within six to twelve months of hire • Strong knowledge of equity compensation plans, including RSUs, NSOs, ISOs, PSUs, SARs, and ESPPs • Understanding of participant-level tax implications associated with equity compensation • Strong knowledge of financial wellness concepts and broader financial planning principles • Consultative relationship management skills • Experience balancing client service with business development or client growth objectives in financial services • Experience using CRM systems, stock plan administration platforms, Microsoft Office Suite, and reporting tools • Excellent communication, relationship management, and problem-solving skills • Strong attention to detail, organizational skills, and commitment to regulatory compliance • Professionalism, dependability, integrity, and ethical conduct • Ability to thrive in a fast-paced, evolving environment while managing multiple priorities • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with the option to wear jeans • Generous paid time off upon hire • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Other necessary computer equipment provided • Remote-work home internet and workspace support requirements