Equity Program Specialist

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We have an excellent opportunity for an Equity Program Specialist!

Requirements

• Send, track, and quality-check equity transaction DocuSign envelopes
• Verify equity details in offer letters by cross-referencing established role and compensation range grid
• Process equity transactions in Workday, including grants, exercises, releases, and cancellations
• Upload equity-related documents to employee Workday records and corporate repositories
• Act as liaison to third-party outsourcing/offshore resources and equity plan vendors
• Partner with HR, Finance, Legal, and Payroll teams to ensure seamless equity administration
• Extract compliance sections from equity documents and provide to Compliance Team
• Partner with Compliance Team on equity confidentiality training and questionnaires
• Respond to employee inquiries regarding equity plans and transactions; refer complex issues on as needed
• Create and maintain materials/provide education and guidance on equity plan terms, vesting schedules, and tax implications

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials