Equity Program Specialist

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an excellent opportunity for an Equity Program Specialist! The Equity Program Specialist provides operational support for employee equity transactions and related processes. This role focuses on accurate document handling, transaction processing, and coordination with internal teams and external partners, while maintaining strict confidentiality.

This role is a fully remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $72,000.00 to $80,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Equity Documentation & Processing

• 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

Vendor & Stakeholder Coordination

• 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

Compliance & Reporting

• Extract compliance sections from equity documents and provide to Compliance Team

• Partner with Compliance Team on equity confidentiality training and questionnaires

Employee Support & Communication

• 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

Education/Qualifications

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

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

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

• 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

IND123

#LI – Remote

#LI – MR1

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Individual Contributor level is $51,300.00 to $81,600.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.