Senior Executive, Equity Compensation Consultant

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $105.7k - $149.3k / year

⏰ Full Time

🟠 Senior

💼 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 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

🎯 Requirements

• 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

🏖️ 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.