Equity Compensation Consultant

About the role

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.

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

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 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
• Able to work effectively in a fast-paced, remote environment with excellent time management and multitasking skills

Qualifications

• Experience working in stock plan administration, equity plan consulting, or a financial call center supporting stock plan participants
• Proven 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
• Proven ability to identify and implement 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

Skills

• Exceptional customer service and communication skills
• Ability to simplify complex financial concepts
• Strong organizational and time management skills
• Ability to work independently and as part of a team
• Knowledge of equity compensation and financial planning concepts
• Proficiency with relevant software and systems

Benefits

• Medical, dental, vision and life insurance
• Roth and Traditional 401(k) plans with generous company matching contributions (up to 6%)
• Financial advisory services
• 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)

Pay

Base Salary Range $59,700.00 - $84,300.00

Schedule

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 sets you apart

• Experience working in stock plan administration, equity plan consulting, or a financial call center supporting stock plan participants
• Proven 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
• Proven ability to identify and implement 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