Senior Equity Compensation Consultant

A company is looking for a Senior Equity Compensation Consultant to provide guidance and support for high-net-worth employee shareholders.

Key Responsibilities

Serve as the primary contact for high-net-worth employee shareholders, delivering personalized client service

Provide guidance on equity compensation topics, including vesting, exercising, and taxation of equity awards

Educate participants on various equity compensation vehicles and conduct targeted outreach based on client needs

Required Qualifications

Bachelor's degree or equivalent experience

FINRA Series 7 and 63 required; Series 65 (or 66) required within corporate-established timelines

3-5 years of experience in equity compensation or financial services supporting high-net-worth clients

Certified Equity Professional (CEP) Level 1 required or must be obtained within 6-12 months of hire

Deep knowledge of equity compensation vehicles and related tax implications