[Remote] Equity Compensation Consultant at Empower

San Antonio, Texas, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

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

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

Skills

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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