Equity Compensation Consultant

🔥 1 hour ago

🇺🇸 United States – Remote

💵 $59.7k - $84.3k / year

⏰ Full Time

🟢 Junior

💼 Consultant

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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 by delivering exceptional service through inbound phone interactions and proactive follow-up. • Build trusted relationships with shareholders through personalized education, financial wellness conversations, and ongoing support that fosters long-term engagement. • Educate participants on equity compensation plans, including Restricted Stock Units (RSUs), Non-Qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Performance Share Units (PSUs), Stock Appreciation Rights (SARs), and Employee Stock Purchase Plans (ESPPs). • Help participants understand equity award vesting, taxation, exercise and sale transactions, enrollment processes, and available digital tools. • Conduct meaningful financial wellness conversations that uncover participant needs and connect equity compensation benefits to broader financial goals. • Recognize opportunities to introduce participants to additional Empower financial planning and wealth management resources, facilitating warm handoffs to the appropriate specialists when additional guidance may benefit the participant. • Take ownership of participant inquiries from initial contact through resolution, coordinating with internal business partners to ensure timely, accurate, and seamless outcomes. • Support equity-related transactions including account setup, ESPP enrollment, stock option exercises, restricted stock transactions, trade execution support, and account servicing. • Demonstrate care, competence, character, and compassion in every participant interaction while delivering an exceptional shareholder experience. • Maintain accurate participant records and documentation in accordance with FINRA, SEC, company policies, and quality standards. • Stay informed on equity compensation trends, financial markets, tax considerations, and regulatory developments affecting stock plan participants. • Proactively identify opportunities to improve participant engagement, enhance the client experience, and contribute to business growth through consultative relationship management. • Serve as a positive team contributor by mentoring peers, sharing knowledge, and fostering a collaborative, high-performing environment. • Adapt to changing business priorities while maintaining professionalism, flexibility, and a commitment to continuous improvement. • Perform other duties as assigned in support of departmental and organizational objectives.

🎯 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 the ability to connect equity education to broader financial planning principles • Demonstrated consultative relationship management skills with the ability to build trust, uncover participant needs, and identify opportunities to deepen client engagement • Self-motivated, results-oriented professional with a proactive approach to participant outreach, follow-through, and relationship development • Experience balancing exceptional client service with business development or client growth objectives within a financial services environment • Experience using CRM systems, stock plan administration platforms, Microsoft Office Suite, and reporting tools • Excellent communication, relationship management, and problem-solving skills with the ability to explain complex financial concepts in a clear and engaging manner • Strong attention to detail, organizational skills, and commitment to regulatory compliance • Demonstrated professionalism, dependability, integrity, and ethical conduct • Ability to thrive in a fast-paced, evolving environment while managing multiple priorities

🏖️ Benefits

• 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.