Equity Compensation Consultant

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

What you will bring

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

What will set you apart

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

#LI-Remote

#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.

Base Salary Range

$58,500.00 - $82,650.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

Equal opportunity employer

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Job Posting End Date at 12 : 01 am on :

11-01-2025

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