Job Overview
Location
Remote
Job Type
Full-time
Category
HR & Recruiting
Date Posted
May 7, 2026
Full Job Description
📋 Description
- • The Counsel – Equity Management role is critical to supporting Wealth Enhancement Group’s equity compensation strategy and securities law compliance framework, ensuring that equity programs are structured, administered, and documented in a compliant and operationally effective manner.
- • Day to day, the individual will serve as the Legal department lead for equity compensation matters, overseeing day-to-day legal compliance for equity programs including profits interests, incentive units, and cash-equivalent arrangements; advising on design, implementation, and administration; partnering with Finance, HR, Payroll, and external counsel; interpreting LLC agreement provisions; tracking accredited investor status; preparing and reviewing securities filings such as Form D; managing outside counsel; supporting M&A and capital-raising activities; drafting and maintaining equity-related documentation; and providing general legal support and thought leadership on equity governance.
- • The role operates within Wealth Enhancement Group, an independent wealth management firm serving over 80,000 households across more than 140 offices nationwide, known for its personalized financial planning through Roundtable and UniFi processes and a commitment to raising the standard of wealth management since 1997.
- • In this role, the individual can develop deep expertise in equity compensation and securities law within a growing financial services firm, lead cross-functional initiatives involving Legal, Finance, HR, and Payroll, gain experience in integrating AI tools into equity administration, and contribute to thought leadership and compliance culture while advancing professionally in a dynamic, mission-driven environment.
🎯 Requirements
- • Juris Doctor (JD) degree from an accredited law school
- • Active bar membership in at least one U.S. state
- • 4–8 years of legal experience with a strong background in equity compensation programs, corporate law, and securities law
- • Working knowledge of the Securities Act of 1933, Securities Exchange Act of 1934, and related SEC rules and exemptions
- • Experience drafting and advising on equity plan documents, award agreements, and private offering documentation
- • Strong understanding of equity compensation structures in private company environments
🏖️ Benefits
- • 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
- • 401k with match and profit sharing
- • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- • 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)
Skills & Technologies
About Wealth Enhancement Group, LLC
Wealth Enhancement Group provides integrated financial planning and investment management services to individuals, families, and businesses. The firm combines portfolio management, tax strategies, estate planning, insurance, and retirement solutions through a team of advisors, CPAs, and attorneys. It operates on a fiduciary basis, managing over $26 billion in client assets from headquarters in Minneapolis and offices nationwide. Services include wealth transfer, business succession, executive compensation, and charitable planning. The company partners with tax and legal professionals to deliver coordinated advice, aiming to optimize clients’ financial outcomes across market cycles and generational transitions.
Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.
Newsletter
Weekly remote jobs and featured talent.
No spam. Only curated remote roles and product updates. You can unsubscribe anytime.
Similar Opportunities
24 days ago
