Note: The job is a remote job and is open to candidates in USA. Empower is dedicated to transforming financial lives by providing a flexible work environment and celebrating internal mobility. As an Equity Compensation Consultant, you will guide employee shareholders in understanding and maximizing their equity compensation while contributing to their financial wellness journey.
Responsibilities
- 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
Skills
- 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
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.
- Other necessary computer equipment, will be provided
Company Overview