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 relationship manager for a defined group of C-suite and senior executive clients, delivering personalized and proactive equity support
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Educate executives on equity compensation programs including RSUs, stock options, PSUs, SARs, and performance awards
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Provide expert-level consultation on 10b5-1 trading plans, insider trading windows, and related SEC compliance requirements
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Coordinate with Empower’s Executive Services and Personal Wealth teams to align equity and financial planning strategies
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Translate complex equity and tax concepts into actionable insights that align with executive financial goals
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Proactively conduct outreach based on vesting schedules, life events, and diversification opportunities
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Maintain comprehensive knowledge of SEC regulations, corporate policies, and internal governance standards
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Identify advanced planning opportunities related to diversification, charitable gifting, and estate planning
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Mentor peers and contribute to team education around executive-level equity and compliance best practices
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Collaborate across teams to improve the executive client experience and refine Empower’s service delivery model
What you will bring
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Bachelor’s degree or equivalent experience
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FINRA Series 7 and 63/65 required; FINRA fingerprinting required
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5–7 years of experience in equity compensation, executive services, or wealth management supporting high-level clients
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Deep understanding of executive equity compensation plans, Rule 10b5-1 trading, and insider trading compliance
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Exceptional communication and presentation skills with ability to engage executive audiences
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Demonstrated success in proactive client relationship management and consultative service delivery
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Proficiency with CRM systems, stock plan platforms, Microsoft Office, and reporting tools
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Ability to manage multiple priorities while maintaining precision, professionalism, and confidentiality
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Growth-oriented mindset with adaptability to changing business needs and service models
What will set you apart
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Proven success in providing executive-level financial consultation and education
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Experience managing 10b5-1 plans and coordinating insider filings with legal and compliance teams
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Ability to influence internal and external partners through professionalism and strategic insight
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History of collaborating with cross-functional teams to develop holistic financial strategies
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Demonstrated skill simplifying complex equity and tax topics for high-level stakeholders
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Proven ability to mentor colleagues and enhance knowledge sharing across departments
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Track record of identifying and executing process improvements in executive servicing workflows
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Commitment to delivering exceptional client experiences that reflect Empower’s culture of excellence
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Strong ethical standards, integrity, and discretion when handling sensitive financial information
#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.***
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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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