Equity Program Lead

Wealth Enhancement Group, LLC

Job Overview

Location

Remote

Job Type

Full-time

Full Job Description

📋 Description

• The Equity Program Lead serves as the operational and strategic intermediary between the Director/Manager of Equity Management and the Equity Program Specialist, providing advanced administrative oversight, quality control, and workflow leadership for all equity programs to ensure accurate, compliant, and seamless execution of equity incentives across the organization.
• This role is critical to maintaining the integrity of equity administration for over 80,000 households served by Wealth Enhancement Group, supporting the firm’s mission to deliver personalized financial planning through precise and timely equity program management.
• Lead end-to-end execution of equity grant cycles, including recipient list validation, offer tracking, award documentation, and final grant confirmation, ensuring accuracy and compliance with plan rules and regulatory requirements.
• Maintain tracking logs (B1 and UE) and monitor equity pool availability; provide final grant data for Cap Table updates to support leadership decision-making and financial reporting.
• Coordinate 83(b) election creation, distribution, and reminders, ensuring timely participant action and tax compliance.
• Oversee monthly/periodic grant approvals, documentation workflows, and DocuSign execution processes, managing version control and audit trails for all equity-related documents.
• Prepare and manage secure data rooms for equity offerings, including plan documents, LLC agreements, award agreements, and overview materials, coordinating with IT to provision recipient access and enforce document controls.
• Create and maintain standardized templates (award agreements, overview documents) across multiple equity programs to ensure consistency, reduce errors, and improve scalability.
• Develop and maintain informational videos and educational materials tailored to different equity holder groups (employees, non-employees, UE participants), enhancing participant understanding and engagement.
• Draft and distribute multi-phase communications (pre-comm, Phase I/II, follow-ups, reminders) to offerees and distribution recipients, managing outreach, wire instructions, and ongoing participant communications throughout the grant and distribution lifecycle.
• Support distribution communications, including confirmation of released distributions, and update per-unit valuations in Workday to align with current valuations reflected in grant and communication materials.
• Participate in weekly M&A update sessions and maintain the M&A equity tracker; lead recurring M&A equity touchpoints with internal and external partners (e.g., Legal/Ballard) to confirm eligibility populations and prepare/distribute M&A-related equity communications.
• Coordinate IoI/AIQ collection and quality control via DocuSign; receive, review, and quality-check K-1s from tax partners; partner with Tax, Finance, and the CFO for review and accuracy to ensure proper tax reporting and compliance.
• Ensure proper approval workflows for grants and equity transactions prior to execution; maintain version control (including watermarked materials) and documentation standards across programs.
• Collaborate with HR, IT, Tax, Legal, Finance, and external partners to ensure accurate and timely equity administration; monitor transaction pipeline activity and provide leadership with visibility into upcoming equity impacts.
• Maintain accurate tracking tools and reporting to support leadership decision-making and cap table integrity, contributing to system improvements, process efficiencies, and standardized workflows across the equity lifecycle.
• Partner with the Director/Manager of Equity Management in strategic planning, program development, and cross-functional initiatives, gaining exposure to high-level equity strategy and organizational governance.
• Develop deep expertise in equity compensation, tax implications, regulatory compliance (including SEC, IRS, and state requirements), and enterprise equity platforms, positioning for advancement into equity management leadership.

🎯 Requirements

• Bachelor’s Degree (or equivalent experience) in business, finance, economics, or a related field
• Minimum 5 years’ experience in equity administration, HR operations, compensation, accounting, or finance
• Advanced level experience with Excel and proficiency in Workday, DocuSign, equity management platforms, and Microsoft Office
• Exceptional attention to detail, organizational skills, and ability to manage multiple priorities with tight deadlines
• Strong analytical thinking, judgment, confidentiality, and interpersonal communication abilities

🏖️ 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 employer match and profit sharing
• 18 days of paid time off (PTO), accrued annually (increasing to 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)
• Training and professional development opportunities, including reimbursement for tuition, licensing, and other credentials after meeting service requirements
• Wellness programs and resources, voluntary benefits (including pet insurance), life and AD&D insurance, short- and long-term disability, and workers compensation – employer paid

Skills & Technologies

Design

Senior

Remote

Degree Required

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Wealth Enhancement Group, LLC

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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.

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