Senior Executive, Equity Compensation Consultant

Location

United States

Posted

15 days ago

Salary

$105.7K - $149.3K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Senior Executive, Equity Compensation Consultant

Empower

• 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

Job 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.

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