Senior Equity Compensation Consultant

Senior Equity Compensation Consultant on the Equity Stock Plan Services team at Empower will serve as a trusted resource for high‑net‑worth employee shareholders, providing personalized education, guidance, and support around equity compensation vehicles.

• Serve as the primary point of contact for high‑net‑worth employee shareholders, delivering personalized and proactive client service.
• Provide clear and 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.

• Bachelor’s degree or equivalent experience.
• FINRA Series7 and 63 required;
  Series
  65 (or66) required within corporate‑established timelines.
• FINRA fingerprinting required.
• Certified Equity Professional (CEP®) Level1 required or must be obtained within 6‑12 months of hire; full CEP designation preferred.
• 3–5years 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.

• 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.

• Medical, dental, vision and life insurance.
• 401(k) plan with generous company matching contributions (up to 6%) and potential discretionary contribution.
• Financial advisory services and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business‑casual environment that includes the option to wear jeans.
• Generous paid time off upon hire, including PTO program plus ten company holidays and three floating holidays each year.
• Paid volunteer time — 16 hours per calendar year.
• Leave of absence programs – paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave.
• Business Resource Groups (BRGs) facilitating inclusion and collaboration across the business.

• Remote and hybrid positions require reliable high‑speed internet with a wired connection and a dedicated workspace with limited disruption.
• Internet service provider must be fiber, cable or DSL.
• Other necessary computer…