Equity Compensation Consultant

Location

United States

Posted

8 hours ago

Salary

$59.7K - $84.3K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Equity Compensation Consultant

Empower

• 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

Job Requirements

  • 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

Benefits

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
  • 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)

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