Senior Equity Compensation Consultant

Empower • Overland Park, KS

1d • $79,400 - $112,175 • Remote

About The Position

As a Senior Equity Compensation Consultant on Empower's Equity Stock Plan Services team, you will serve as a trusted resource for high-net-worth employee shareholders, providing personalized education, guidance, and support across a broad range of equity compensation vehicles—including RSUs, stock options, performance awards, SARs, and ESPPs. You will combine technical expertise with a consultative, service-oriented approach to help shareholders understand, manage, and maximize the value of their equity. This role plays a vital part in strengthening shareholder engagement, enhancing financial literacy, and supporting Empower’s wealth advisory strategy. 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.

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

Nice To Haves

• 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

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

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree