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.

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.

Equity Compensation Consultant

Key skills