[Remote] Senior Executive 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 63/65 required; FINRA fingerprinting required
Certified Equity Professional (CEP®) Level 1 required; full CEP® designation strongly preferred
5–7 years of experience in equity compensation, executive services, or wealth management supporting high-level clients
Deep understanding of executive equity compensation plans, Rule 10b5-1 trading, and insider trading compliance
Exceptional communication and presentation skills with ability to engage executive audiences
Demonstrated success in proactive client relationship management and consultative service delivery
Proficiency with CRM systems, stock plan platforms, Microsoft Office, and reporting tools
Ability to manage multiple priorities while maintaining precision, professionalism, and confidentiality
Growth-oriented mindset with adaptability to changing business needs and service models

Responsibilities

Serve as the primary relationship manager for a defined group of C-suite and senior executive clients, delivering personalized and proactive equity support
Educate executives on equity compensation programs including RSUs, stock options, PSUs, SARs, and performance awards
Provide expert-level consultation on 10b5-1 trading plans, insider trading windows, and related SEC compliance requirements
Coordinate with Empower’s Executive Services and Personal Wealth teams to align equity and financial planning strategies
Translate complex equity and tax concepts into actionable insights that align with executive financial goals
Proactively conduct outreach based on vesting schedules, life events, and diversification opportunities
Maintain comprehensive knowledge of SEC regulations, corporate policies, and internal governance standards
Identify advanced planning opportunities related to diversification, charitable gifting, and estate planning
Mentor peers and contribute to team education around executive-level equity and compliance best practices
Collaborate across teams to improve the executive client experience and refine Empower’s service delivery model

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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