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Wealth Enhancement · 1 month ago

Equity Program Specialist

United States

Full-time

Remote

Entry, Mid Level

$72K/yr - $80K/yr

2+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Equity Program Specialist will provide operational support for employee equity transactions, ensuring accuracy in document handling and coordination with various teams while maintaining confidentiality.

Financial ServicesRisk ManagementWealth Management

Responsibilities

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

Qualification

Equity administrationWorkdayDocuSignMicrosoft OfficeAttention to detailDiscretionCommunication skillsProblem-solving skillsOrganizational skillsIntegrity

Required

Bachelor's degree (or equivalent experience) in HR, Finance, Accounting or related field

Strong Microsoft Office suite experience; particularly Excel, PowerPoint and Word mail merge

Strong attention to detail and organizational skills

Ability to manage multiple priorities and meet deadlines

Excellent communication and problem-solving skills

High level of integrity and discretion in handling confidential information

Preferred

2+ years in equity administration, HR operations, or compensation preferred

Experience with Workday, DocuSign, and equity platforms is a plus

Benefits

Training and professional development

Medical, dental and vision coverage (Available to full-time employees and their families)

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 (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees