Senior Equity Compensation Consultant

Responsibilities

• Serve as the primary point of contact for high net worth employee shareholders, delivering personalized and proactive client service
• Provide clear, confident guidance on equity compensation topics including vesting, exercising, and taxation of equity awards
• Educate participants on RSUs, stock options, performance awards, SARs, and ESPPs, simplifying complex financial concepts
• Conduct targeted outreach to clients based on vesting schedules, life events, or corporate campaigns
• Develop lasting relationships with a defined group of shareholders to build trust and deliver tailored support
• Identify opportunities to connect shareholders with Empower's wealth advisory and financial planning teams
• Ensure compliance with FINRA, SEC, and Empower standards in all interactions and transactions
• Collaborate with cross-functional teams including Legal, Compliance, and Product to resolve client issues efficiently
• Mentor and support team members by modeling best practices and contributing to a culture of collaboration
• Continuously refine processes and communication strategies to improve the shareholder experience

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 obtained within 6-12 months of hire; full CEP designation preferred
• 3-5 years of experience in equity compensation, financial services, or advisory roles supporting high net worth clients
• Deep knowledge of equity compensation vehicles and related tax and financial planning implications
• Exceptional communication skills with the ability to explain complex concepts clearly and compassionately
• Experience identifying client needs and connecting them to broader financial wellness or planning opportunities
• Proficiency in CRM systems, stock plan platforms, Microsoft Office, and reporting tools
• High ethical standards, professionalism, and ability to thrive in fast-paced, dynamic environments
• What will set you apart
• Proven success supporting high net worth clients in equity compensation or executive service environments
• Strong relationship management and client engagement skills focused on long-term partnership building
• Ability to balance multiple priorities while maintaining precision and compliance
• Demonstrated skill in simplifying complex equity and tax scenarios for diverse audiences
• Experience collaborating with wealth advisors and financial planners to drive holistic client outcomes
• Comfort presenting to clients, partners, and internal stakeholders with professionalism and clarity
• Track record of identifying opportunities to improve client processes or educational materials
• Deep commitment to Empower's mission of improving financial confidence through equity education
• Adaptability and resilience to manage evolving client needs and corporate initiatives
• #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.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company mat

Benefits

Additional Information

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 a Senior Equity Compensation Consultant on Empower's Equity Stock Plan Services team, you will serve as a trusted resource for high-net-worth employee shareholders, providing personalized education, guidance, and support across a broad range of equity compensation vehicles-including RSUs, stock options, performance awards, SARs, and ESPPs. You will combine technical expertise with a consultative, service-oriented approach to help shareholders understand, manage, and maximize the value of their equity. This role plays a vital part in strengthening shareholder engagement, enhancing financial literacy, and supporting Empower's wealth advisory strategy. 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.

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