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Shield Financial Jobs (NOW HIRING)

Shield AI is seeking an Equity Program Manager to join our finance team. Reporting to the Technical Accounting Director, this role will be responsible for administering and managing the company ...

Shield AI is seeking an Equity Program Manager to join our finance team. Reporting to the Technical Accounting Director, this role will be responsible for administering and managing the company ...

You will influence high-visibility proposals, help shape strategic pricing decisions, and improve the financial rigor behind major business opportunities across Shield AI. Required qualifications:

Founded in 2015, Shield AI is a venture-backed defense-tech company with the mission of protecting ... Establish and maintain accurate program schedules, financial forecasts, staffing plans, and risk ...

Founded in 2015, Shield AI is a venture-backed defense-tech company with the mission of protecting ... Establish and maintain accurate program schedules, financial forecasts, staffing plans, and risk ...

Founded in 2015, Shield AI is a venture-backed defense-tech company with the mission of protecting ... Establish and maintain accurate program schedules, financial forecasts, staffing plans, and risk ...

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Shield Financial information

What is Shield Financial and what services do they provide?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

How does a Shield Financial Advisor typically collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Shield Financial, and why are they important?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.
More about Shield Financial jobs
What cities are hiring for Shield Financial jobs? Cities with the most Shield Financial job openings:
What states have the most Shield Financial jobs? States with the most job openings for Shield Financial jobs include:
Infographic showing various Shield Financial job openings in the United States as of June 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 67% In-person, and 33% Hybrid job distribution.
Equity Program Manager (R4944)

Equity Program Manager (R4944)

Shield AI

San Francisco, CA • On-site

$132K - $204K/yr

Other

Posted 21 days ago


Job description

Founded in 2015, Shield AI is a venture-backed defense-tech company with the mission of protecting service members and civilians with intelligent systems. Its products include Hivemind autonomy software and V-BAT and X-BAT aircraft. With offices and facilities across the U.S., Europe, the Middle East, and Asia-Pacific, Shield AI's technology actively supports operations worldwide. For more information, visit www.shield.ai. Follow Shield AI on LinkedIn, X, Instagram, and YouTube. 

Job Description:
Shield AI is seeking an Equity Program Manager to join our finance team. Reporting to the Technical Accounting Director, this role will be responsible for administering and managing the company's equity compensation programs, including stock options, restricted stock units (RSUs), and other share-based plans. This role ensures accurate recordkeeping, regulatory compliance, and effective communication with employees regarding equity awards. 
What you'll do:
  • Administer global equity compensation plans
  • Maintain and manage equity tracking systems  
  • Oversee cap table management and ensure data accuracy.  
  • Ensure compliance with regulatory requirements  
  • Coordinate with Finance, Legal, HR, and Payroll teams.  
  • Manage equity transactions, including grants, vesting, exercises, and terminations.  
  • Support financial reporting requirements  
  • Prepare and review equity-related disclosures for audits and filings.  
  • Respond to employee inquiries regarding equity compensation. 
  • Develop and improve processes, controls, and documentation.  
Required qualifications:
  • Bachelor's degree in Finance, Accounting, Business, or related field. 
  • 5+ years of experience in equity compensation, stock plan administration, or related area.  
  • Strong knowledge of equity compensation regulations and tax implications.  
  • Experience with equity management platforms - Carta, Shareworks, Equity Edge
  • Advanced Excel and data management skills.  
  • High attention to detail and strong analytical abilities.  
Preferred qualifications:
  • Certified Equity Professional (CEP) designation. 
  • Experience working in a public company or pre-IPO environment.  
  • Familiarity with global equity plans and cross-border compliance.  
  • Strong communication and stakeholder management skills.  
$132,000 - $204,000 a year
#LI-TF1
#LD

Full-time regular employee offer package:
Pay within range listed + Bonus + Benefits + Equity
 
Temporary employee offer package:
Pay within range listed above + temporary benefits package (applicable after 60 days of employment)
 
Salary compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications, and specific work location. All offers are contingent on a cleared background and possible reference check. Military fellows and part-time employees are not eligible for benefits. Please speak to your talent acquisition representative for more information.
 
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Shield AI is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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