Equity Compensation Consultant
Core
Trusted guide to employee shareholders delivering personalized education, financial wellness conversations, and support across equity compensation plans.
Role type
Equity Compensation Consultant (Client-facing IC)
Builds
Equity compensation education and support services for employee shareholders
Domain
Financial Services / Equity Compensation
Deliverable
client delivery
Required skills
Equity compensation plan expertise, Financial wellness counseling, Regulatory compliance knowledge, CRM and stock plan administration platform usage, Consultative relationship management, Tax implication understanding
Preferred skills
MBA or advanced degree, Executive equity compensation knowledge, Rule 144 and Section 16 insider requirements expertise, Proactive outreach experience
Technologies
CRM systems, Stock plan administration platforms, Microsoft Office Suite, Reporting tools
Responsibilities
Deliver inbound phone interactions and proactive follow-up for employee shareholders, Educate participants on equity award vesting, taxation, and transactions, Conduct financial wellness conversations to connect equity benefits to broader goals, Support equity-related transactions including exercises and enrollments, Maintain accurate participant records per regulatory standards, Mentor peers and foster a collaborative environment
Seniority
Mid-level, hands-on IC