Senior Equity Compensation Consultant

Job Summary

Serving as a trusted resource for high-net-worth employee shareholders, the full-time Senior Equity Compensation Consultant will provide personalized education and guidance on various equity compensation vehicles while working remotely across the nation.

Key responsibilities

• Deliver personalized and proactive client service as the primary point of contact for high-net-worth employee shareholders
• Provide clear guidance on equity compensation topics, including vesting, exercising, and taxation of equity awards
• Conduct targeted outreach and develop lasting relationships with shareholders to enhance financial literacy and engagement

Required qualifications

• Bachelor's degree or equivalent experience
• FINRA Series 7 and 63 required; Series 65 (or 66) must be obtained within corporate-established timelines
• 3-5 years of experience in equity compensation or financial services supporting high-net-worth clients
• Certified Equity Professional (CEP) Level 1 required or must be obtained within 6-12 months of hire; full CEP designation preferred
• Deep knowledge of equity compensation vehicles and related tax implications