A remote role at Empower.
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Original listing text, shown exactly as published by the company.
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Serve as the primary point of contact for shareholders, providing exceptional service through inbound phone and email inquiries
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Educate participants on their equity compensation plans and help them connect plan value to broader financial wellness goals
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Simplify complex topics such as vesting, taxation, and exercise options into clear, actionable guidance
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Take ownership of shareholder inquiries, ensuring resolution through collaboration with internal partners and support teams
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Support equity-related transactions such as account setup, ESPP enrollment, and trade execution
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Proactively reach out to participants to address questions and provide clarity on plan activity and account management
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Ensure full compliance with FINRA, SEC, and Empower regulatory standards across all interactions and processes
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Contribute to the continuous improvement of participant education programs and operational workflows
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Act as a peer mentor by sharing best practices and fostering a collaborative team environment
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Maintain awareness of evolving industry trends, regulations, and product enhancements to provide up-to-date guidance
What you will bring
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Bachelor’s degree or equivalent experience
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FINRA Series 7 and 63 required; Series 65 (or 66) required within corporate-established timelines
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FINRA fingerprinting required
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Certified Equity Professional (CEP®) Level 1 required or must be completed within 6–12 months of hire
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1–2 years of experience in equity compensation, financial services, or a related role
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Solid understanding of equity compensation vehicles including RSUs, NSOs, ISOs, PSUs, SARs, and ESPPs
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Strong understanding of financial planning concepts and ability to connect equity topics to overall financial wellness
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Proficiency with CRM systems, stock plan platforms, Microsoft Office, and reporting tools
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Demonstrated professionalism, dependability, and strong ethical standards
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Ability to work effectively in a fast-paced, remote environment with excellent time management and multitasking skills
What will set you apart
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Experience working in stock plan administration, equity plan consulting, or a financial call center supporting stock plan participants
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Ability to explain complex financial concepts clearly and compassionately to participants at all levels of financial literacy
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Proven ability to collaborate across teams and deliver results in a dynamic, growing environment
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Demonstrated success in identifying and implementing process improvements
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Strong attention to detail and a commitment to delivering high-quality service
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Adaptability and resilience in managing shifting business priorities and participant needs
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Excellent interpersonal and written communication skills with a client-first approach
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Commitment to continuous learning and professional growth within the equity compensation field
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Passion for Empower’s mission of improving financial confidence and helping clients achieve long-term success
#LI-Remote
#PJPW
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
Empower
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Empower is a prominent financial services company. They provide retirement planning, investment management, and financial advice services to individuals and institutions.
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