[Remote] Senior 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 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

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

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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