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