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Senior Equity Compensation Consultant

Skills
Business Relationship ManagementEasily AdaptableEducational MaterialsEquityFINRAFinanceFinancial Services
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Bachelor’s degree or equivalent experience
  • FINRA Series 7 and 63 required
  • Series 65 or 66 required within corporate-established timelines
  • FINRA fingerprinting required
  • Certified Equity Professional CEP Level 1 required or obtained within 6 to 12 months of hire
  • 3 to 5 years of experience in equity compensation financial services or advisory roles supporting high net worth clients
  • Deep knowledge of equity compensation vehicles and related tax and financial planning implications
  • Exceptional communication skills with ability to explain complex concepts clearly and compassionately
  • Experience identifying client needs and connecting them to broader financial wellness or planning opportunities
  • Proficiency in CRM systems stock plan platforms Microsoft Office and reporting tools
  • High ethical standards professionalism and ability to thrive in fast-paced dynamic environments

Nice to have

  • Proven high net worth client support
  • Strong relationship management
  • Multiple priorities with precision
  • Simplifies complex equity scenarios
  • Collaborative with wealth advisors
  • Professional client presentation
  • Process improvement mindset
  • Mission-driven
  • Adaptable
  • Resilient

Day to day

  • Serve as the primary point of contact for high net worth employee shareholders, delivering personalized and proactive client service
  • Provide clear confident guidance on equity compensation topics including vesting exercising and taxation of equity awards
  • Educate participants on RSUs stock options performance awards SARs and ESPPs while simplifying complex financial concepts
  • Conduct targeted outreach based on vesting schedules life events or corporate campaigns to strengthen engagement
  • Develop lasting relationships with shareholders and identify opportunities to connect them with wealth advisory and financial planning teams
  • Ensure compliance with FINRA SEC and Empower standards while collaborating with Legal Compliance and Product teams to resolve issues efficiently