Equity Compensation Consultant

Unlock Employer

Posted Oct 4, 2026

Remote · US Full Time

$59.7K – $84.3K/yr

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Overview

This role serves as a trusted guide to employee shareholders, delivering personalized education, financial wellness conversations, and support across a wide range of equity compensation plans. Responsibilities include helping participants understand, access, and maximize the value of their equity compensation while connecting equity benefits to broader financial wellness goals.

Success in this position requires a proactive, consultative approach, strong relationship-building skills, and the ability to deepen participant engagement while contributing to business growth.

Core business hours: 8am – 8pm EST. Candidates must be able to work shifts within those hours.

Responsibilities

Act as the primary point of contact for employee shareholders through inbound phone interactions and proactive follow-up.
Build trusted relationships by providing personalized education, financial wellness conversations, and ongoing support to foster long-term engagement.
Educate participants on equity compensation plans, including:
- Restricted Stock Units (RSUs)
- Non-Qualified Stock Options (NSOs)
- Incentive Stock Options (ISOs)
- Performance Share Units (PSUs)
- Stock Appreciation Rights (SARs)
- Employee Stock Purchase Plans (ESPPs)
Help participants understand equity award vesting, taxation, exercise and sale transactions, enrollment processes, and available digital tools.
Conduct financial wellness conversations to uncover participant needs and connect equity benefits to broader financial goals.
Identify opportunities to introduce participants to additional financial planning and wealth management resources and facilitate warm handoffs when additional guidance is needed.
Own participant inquiries from initial contact through resolution, coordinating with internal business partners to ensure timely, accurate outcomes.
Support equity-related transactions, including account setup, ESPP enrollment, stock option exercises, restricted stock transactions, trade execution support, and account servicing.
Provide care, competence, character, and compassion in every participant interaction while delivering an exceptional shareholder experience.
Maintain accurate participant records and documentation in accordance with FINRA, SEC, company policies, and quality standards.
Stay current on equity compensation trends, financial markets, tax considerations, and regulatory developments affecting stock plan participants.
Proactively identify ways to improve participant engagement, enhance the client experience, and contribute to business growth.
Mentor peers, share knowledge, and foster a collaborative, high-performing environment.
Adapt to changing business priorities while maintaining professionalism, flexibility, and a commitment to continuous improvement.
Perform other duties as assigned.

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Requirements

Bachelor’s degree or an equivalent combination of education and professional experience
FINRA Series 7 license required
FINRA Series 63 license required
FINRA Series 65 or Series 66 required
FINRA Fingerprinting required
Minimum of one to two years of experience in equity compensation, stock plan administration, financial services, wealth management, brokerage operations, or a related client-facing financial services role
Certified Equity Professional (CEP®) Level 1 required or obtained within six to twelve 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 ability to connect equity education to broader financial planning principles
Demonstrated consultative relationship management skills, including the ability to build trust, uncover participant needs, and deepen client engagement
Self-motivated, results-oriented approach to participant outreach, follow-through, and relationship development
Ability to balance exceptional client service with business development or client growth objectives
Experience using CRM systems, stock plan administration platforms, Microsoft Office Suite, and reporting tools
Excellent communication, relationship management, and problem-solving skills, including explaining complex financial concepts clearly
Strong attention to detail, organizational skills, and commitment to regulatory compliance
Demonstrated professionalism, dependability, integrity, and ethical conduct
Ability to thrive in a fast-paced, evolving environment while managing multiple priorities

Preferred Qualifications

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, Section 16 insider requirements, or other advanced equity compensation concepts
Experience using stock plan administration platforms
Proven success strengthening client relationships through proactive outreach and consultative financial conversations
Entrepreneurial mindset and passion for continuous improvement
Passion for improving financial literacy and helping participants maximize the value of their equity compensation

Compensation & Benefits

Base Salary Range: $59,700.00 - $84,300.00
Opportunity to participate in a bonus program for non-sales roles (sales roles may be eligible for sales incentives and, in some instances, a bonus plan; total compensation may exceed base salary depending on individual performance).
Tuition reimbursement up to $5,250/year
Medical, dental, vision 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
Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time: 16 hours per calendar year
Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business-casual environment, including the option to wear jeans
Business Resource Groups (BRGs) open to all employees

Eligibility & Work Authorization

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Remote/Hybrid Requirements

For remote and hybrid positions, reliable high-speed internet with a wired connection is required, along with a place in the home to work with limited disruption. Reliable connectivity must come from an internet service provider that is fiber, cable or DSL. Other necessary computer equipment will be provided. The role may require office work if the home work environment and internet connection are not adequate.

Equal Opportunity

Equal opportunity employer with a commitment to diversity. All qualified applicants receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.