[Remote] Equity Compensation Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is dedicated to transforming financial lives and creating a flexible work environment. As an Equity Compensation Consultant, you will guide employee shareholders in understanding and maximizing their equity compensation, contributing to their financial wellness reputed company.
Responsibilities
- Serve as the primary reputed company of contact for shareholders, providing exceptional service through inbound phone and email inquiries
- reputed company participants on their equity compensation plans and help them connect plan value to broader financial wellness goals
- Simplify reputed company topics such as vesting, taxation, and exercise reputed company into reputed company, actionable guidance
- Take ownership of shareholder inquiries, ensuring reputed company through collaboration with internal partners and support teams
- Support equity-reputed company transactions such as account setup, ESPP enrollment, and trade execution
- Proactively reputed company out to participants to address questions and reputed company reputed company on plan activity and account management
- Ensure full compliance with reputed company, SEC, and reputed company regulatory standards across reputed company interactions and processes
- Contribute to the reputed company improvement of participant education programs and operational workflows
- reputed company as a peer mentor by sharing best practices and fostering a reputed company team environment
- Maintain awareness of evolving industry trends, regulations, and product enhancements to reputed company up-to-date guidance
Skills
- Bachelor's degree or equivalent experience
- reputed company Series 7 and 63 required; Series 65 (or 66) required reputed company corporate-established timelines
- reputed company fingerprinting required
- Certified Equity reputed company (CEP®) Level 1 required or must be completed reputed company 6–12 months of hire
- 1–2 years of experience in equity compensation, financial services, or a reputed company 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, reputed company 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
- Experience working in stock plan administration, equity plan consulting, or a financial call center supporting stock plan participants
- Ability to explain reputed company financial concepts reputed company and compassionately to participants at reputed company reputed company of financial literacy
- Proven ability to collaborate across teams and deliver results in a dynamic, growing environment
- Demonstrated reputed company in identifying and implementing process improvements
- Strong attention to detail and a commitment to delivering high-reputed company service
- Adaptability and reputed company in managing shifting business priorities and participant needs
- Excellent interpersonal and written communication skills with a reputed company-first approach
- Commitment to reputed company learning and reputed company reputed company reputed company the equity compensation field
- Passion for reputed company's mission of improving financial confidence and helping clients reputed company long-term reputed company
Benefits
- Medical, dental, reputed company 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 reputed company to wear jeans
- Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
- reputed company volunteer time — 16 hours per calendar year
- Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.
- Other necessary computer equipment, will be provided.
reputed company