[Remote] Equity Compensation Consultant

Note: The job is a remote job and is open to candidates in USA. PanAgora Asset Management is committed to transforming financial lives and fostering a flexible work environment. As an Equity Compensation Consultant, you will provide personalized education and support to employee shareholders regarding various equity compensation plans, helping them maximize their financial wellness.

Responsibilities

• Serve as the primary point of contact for shareholders, providing exceptional service through inbound phone and email inquiries
• Educate participants on their equity compensation plans and help them connect plan value to broader financial wellness goals
• Simplify complex topics such as vesting, taxation, and exercise options into clear, actionable guidance
• Take ownership of shareholder inquiries, ensuring resolution through collaboration with internal partners and support teams
• Support equity-related transactions such as account setup, ESPP enrollment, and trade execution
• Proactively reach out to participants to address questions and provide clarity on plan activity and account management
• Ensure full compliance with FINRA, SEC, and Empower regulatory standards across all interactions and processes
• Contribute to the continuous improvement of participant education programs and operational workflows
• Act as a peer mentor by sharing best practices and fostering a collaborative team environment
• Maintain awareness of evolving industry trends, regulations, and product enhancements to provide up-to-date guidance

Skills

• 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 must be completed within 6–12 months of hire
• 1–2 years of experience in equity compensation, financial services, or a related role
• Solid understanding of equity compensation vehicles including RSUs, NSOs, ISOs, PSUs, SARs, and ESPPs
• Strong understanding of financial planning concepts and ability to connect equity topics to overall financial wellness
• Proficiency with CRM systems, stock plan platforms, Microsoft Office, and reporting tools
• Demonstrated professionalism, dependability, and strong ethical standards
• Ability to work effectively in a fast-paced, remote environment with excellent time management and multitasking skills
• Experience working in stock plan administration, equity plan consulting, or a financial call center supporting stock plan participants
• Ability to explain complex financial concepts clearly and compassionately to participants at all levels of financial literacy
• Proven ability to collaborate across teams and deliver results in a dynamic, growing environment
• Demonstrated success in identifying and implementing process improvements
• Strong attention to detail and a commitment to delivering high-quality service
• Adaptability and resilience in managing shifting business priorities and participant needs
• Excellent interpersonal and written communication skills with a client-first approach
• Commitment to continuous learning and professional growth within the equity compensation field
• Passion for Empower's mission of improving financial confidence and helping clients achieve long-term success

Benefits

• 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
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• 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 Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
• Other necessary computer equipment, will be provided

Company Overview