Equity Compensation Consultant
$59.7k - $84.3kEmpower Careers
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Equity Compensation Consultant in Empower's Equity Stock Plan Services team, you will act as a trusted guide to employee shareholders, providing personalized education and support across a wide range of equity plan types—including RSUs, stock options, performance awards, SARs, and ESPPs. You will help participants understand, access, and maximize the value of their equity compensation as part of their broader financial wellness journey. This role is ideal for professionals who are passionate about financial education, thrive in dynamic environments, and are motivated to make a meaningful impact on the financial confidence and literacy of employee shareholders. The core business hours for the Equity Stock Plan Services team are 8am - 8pm EST. Candidates must be able to work shifts between those hours. What you will do
- 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
- 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
- Experience working in stock plan administration, equity plan consulting, or a financial call center supporting stock plan participants
- Ability to explain complex financial concepts clearly and compassionately to participants at all levels of financial literacy
- Proven ability to collaborate across teams and deliver results in a dynamic, growing environment
- Demonstrated success in identifying and implementing process improvements
- Strong attention to detail and a commitment to delivering high-quality service
- Adaptability and resilience in managing shifting business priorities and participant needs
- Excellent interpersonal and written communication skills with a client-first approach
- Commitment to continuous learning and professional growth within the equity compensation field
- Passion for Empower's mission of improving financial confidence and helping clients achieve long-term success
#PJPW
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.- 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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