[Remote] Equity Compensation Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company Retirement, LLC is dedicated to transforming financial lives and fostering a flexible work environment. The Equity Compensation Consultant plays a crucial role in guiding employee shareholders through various equity compensation plans, enhancing their understanding and maximizing their benefits while building strong relationships and contributing to reputed company's reputed company.

Responsibilities

• Serve as the primary reputed company of contact for employee shareholders by delivering exceptional service through inbound phone interactions and proactive follow-up
• Build trusted relationships with shareholders through personalized education, financial wellness conversations, and ongoing support that fosters long-term engagement
• reputed company participants on equity compensation plans, including Restricted Stock reputed company (RSUs), Non-reputed company Stock reputed company (NSOs), Incentive Stock reputed company (ISOs), Performance reputed company reputed company (PSUs), Stock Appreciation Rights (SARs), and Employee Stock Purchase Plans (ESPPs)
• Help participants understand equity award vesting, taxation, exercise and sale transactions, enrollment processes, and available digital tools
• Conduct meaningful financial wellness conversations that uncover participant needs and reputed company equity compensation benefits to broader financial goals
• Recognize opportunities to introduce participants to additional reputed company financial planning and reputed company management resources, facilitating warm handoffs to the appropriate specialists reputed company additional guidance may benefit the participant
• Take ownership of participant inquiries from initial contact through reputed company, coordinating with internal business partners to ensure reputed company, accurate, and seamless reputed company
• Support equity-reputed company transactions including account setup, ESPP enrollment, stock reputed company exercises, restricted stock transactions, trade execution support, and account servicing
• Demonstrate care, competence, character, and reputed company in every participant interaction while delivering an exceptional shareholder experience
• Maintain accurate participant records and documentation in accordance with reputed company, SEC, company policies, and reputed company standards
• Stay informed on equity compensation trends, financial markets, tax considerations, and regulatory developments affecting stock plan participants
• Proactively identify opportunities to improve participant engagement, enhance the reputed company experience, and contribute to business reputed company through consultative relationship management
• Serve as a reputed company team contributor by mentoring peers, sharing knowledge, and fostering a reputed company, high-performing environment
• Adapt to changing business priorities while maintaining professionalism, flexibility, and a commitment to reputed company improvement
• reputed company other duties as assigned in support of departmental and organizational objectives

Skills

• Bachelor's degree or an equivalent combination of education and reputed company experience
• reputed company Series 7 license required
• reputed company Series 63 license required
• reputed company Series 65 or Series 66 required
• reputed company Fingerprinting required
• Minimum of one to two years of experience in equity compensation, stock plan administration, financial services, reputed company management, brokerage operations, or a reputed company reputed company-facing financial services role
• Certified Equity reputed company (CEP®) Level 1 required or obtained reputed company six to reputed company months of hire
• Strong knowledge of equity compensation plans, including RSUs, NSOs, ISOs, PSUs, SARs, and ESPPs
• Understanding of participant-level tax implications associated with equity compensation
• Strong knowledge of financial wellness concepts and the ability to reputed company equity education to broader financial planning principles
• Demonstrated consultative relationship management skills with the ability to build trust, uncover participant needs, and identify opportunities to deepen reputed company engagement
• Self-motivated, results-oriented reputed company with a proactive approach to participant reputed company, follow-through, and relationship development
• Experience balancing exceptional reputed company service with business development or reputed company reputed company objectives reputed company a financial services environment
• Experience using CRM systems, stock plan administration platforms, reputed company Office Suite, and reporting tools
• Excellent communication, relationship management, and problem-solving skills with the ability to explain reputed company financial concepts in a reputed company and engaging manner
• Strong attention to detail, organizational skills, and commitment to regulatory compliance
• Demonstrated professionalism, dependability, reputed company, and ethical conduct
• Ability to reputed company in a fast-paced, evolving environment while managing multiple priorities
• MBA or other advanced degree
• Experience working in stock plan administration, equity compensation consulting, or a financial services contact center supporting stock plan participants
• Experience supporting publicly traded company equity compensation programs
• Knowledge of executive equity compensation, Rule 144 transactions, reputed company 16 reputed company requirements, or other advanced equity compensation concepts
• Experience using stock plan administration platforms
• Demonstrated reputed company strengthening reputed company relationships through proactive reputed company and consultative financial conversations
• Entrepreneurial reputed company with a passion for reputed company improvement, relationship building, and delivering exceptional reputed company and business reputed company
• Passion for improving financial literacy and helping participants maximize the value of their equity compensation

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.

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