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 high net worth employee shareholders, delivering personalized and proactive client service
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Provide clear, confident guidance on equity compensation topics including vesting, exercising, and taxation of equity awards
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Educate participants on RSUs, stock options, performance awards, SARs, and ESPPs, simplifying complex financial concepts
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Conduct targeted outreach to clients based on vesting schedules, life events, or corporate campaigns
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Develop lasting relationships with a defined group of shareholders to build trust and deliver tailored support
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Identify opportunities to connect shareholders with Empower’s wealth advisory and financial planning teams
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Ensure compliance with FINRA, SEC, and Empower standards in all interactions and transactions
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Collaborate with cross-functional teams including Legal, Compliance, and Product to resolve client issues efficiently
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Mentor and support team members by modeling best practices and contributing to a culture of collaboration
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Continuously refine processes and communication strategies to improve the shareholder experience
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 obtained within 6–12 months of hire; full CEP designation preferred
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3–5 years of experience in equity compensation, financial services, or advisory roles supporting high net worth clients
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Deep knowledge of equity compensation vehicles and related tax and financial planning implications
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Exceptional communication skills with the ability to explain complex concepts clearly and compassionately
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Experience identifying client needs and connecting them to broader financial wellness or planning opportunities
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Proficiency in CRM systems, stock plan platforms, Microsoft Office, and reporting tools
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High ethical standards, professionalism, and ability to thrive in fast-paced, dynamic environments
What will set you apart
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Proven success supporting high net worth clients in equity compensation or executive service environments
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Strong relationship management and client engagement skills focused on long-term partnership building
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Ability to balance multiple priorities while maintaining precision and compliance
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Demonstrated skill in simplifying complex equity and tax scenarios for diverse audiences
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Experience collaborating with wealth advisors and financial planners to drive holistic client outcomes
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Comfort presenting to clients, partners, and internal stakeholders with professionalism and clarity
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Track record of identifying opportunities to improve client processes or educational materials
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Deep commitment to Empower’s mission of improving financial confidence through equity education
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Adaptability and resilience to manage evolving client needs and corporate initiatives
#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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