Remote Equity Compensation Advisor

Empower; Manila; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

Empower is seeking an Equity Compensation Consultant to guide employee shareholders through RSUs, NSOs, ISOs, PSUs, SARs, and ESPPs with clear education and support via calls. The role emphasizes educating participants on vesting, structure, and value, while connecting equity concepts to broader financial wellness.

You will resolve inquiries, coordinate with partners, and ensure compliance in a dynamic remote environment.

Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum 2 years of equity compensation or related experience.
• FINRA Series 7 and 63 required.
• Series 65 or 66 required within corporate timelines.
• CEP Level 1 certification required or completed within 6–12 months of hire.

Responsibilities

• Serve as a primary point of contact for employee shareholders and provide service and education through inbound telephone interactions.
• Respond to shareholder questions, resolve issues, and educate participants regarding their equity compensation plans.
• Educate participants on the structure, value, vesting, and timing of equity awards, translating complex equity compensation concepts into clear and actionable information.
• Connect equity compensation education with broader financial concepts and financial wellness goals.
• Manage shareholder issues from initial inquiry through resolution, coordinating with internal partners as needed.
• Conduct proactive outbound follow-up while maintaining established inbound service levels.
• Support equity-related activities and transactions, including account setup, ESPP enrollment, trade execution, and use of digital tools and stock plan platforms.
• Maintain compliance with applicable FINRA and SEC regulatory requirements, company policies, procedures, and quality standards.
• Maintain accuracy and attention to detail while staying informed of evolving equity compensation and financial services requirements.
• Demonstrate professionalism, ethical conduct, care, competence, and compassion in shareholder interactions.
• Serve as a peer mentor and contribute to a collaborative, high-performance team environment.
• Adapt to changing business priorities and processes while maintaining consistent service and performance standards.

Skills

Equity compensation knowledge

Financial services experience

Multitasking and prioritization

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

CRM systems

Stock plan platforms

Microsoft Office

Reporting tools

Job description

Empower is seeking an Equity Compensation Consultant to guide employee shareholders through RSUs, NSOs, ISOs, PSUs, SARs, and ESPPs with clear education and support via calls. The role emphasizes educating participants on vesting, structure, and value, while connecting equity concepts to broader financial wellness.

You will resolve inquiries, coordinate with partners, and ensure compliance in a dynamic remote environment.