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Stock Consultant Jobs (NOW HIRING)

We're looking for a Principal Stock Plan Consultant to join our ever evolving Global Compensation team and help shape the future of global commerce. This role will report directly to the Director ...

We're looking for a Principal Stock Plan Consultant to join our ever evolving Global Compensation team and help shape the future of global commerce. This role will report directly to the Director ...

We're looking for a Principal Stock Plan Consultant to join our ever evolving Global Compensation team and help shape the future of global commerce. This role will report directly to the Director ...

NY · On-site

$100 - $125/hr

We are seeking a Business Consultant with experience in Anti-Money Laundering (AML), Sanctions ... London Stock Exchange Group (LSEG) Information:**Join us and be part of a team that values ...

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Stock Consultant information

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$32K

$75K

$124.5K

How much do stock consultant jobs pay per year?

As of Sep 8, 2026, the average yearly pay for stock consultant in the United States is $74,960.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,000.00 and $93,500.00 per year, depending on experience, location, and employer.

What is a stock consultant?

A Stock Consultant is a professional who offers advice and guidance to individuals or organizations on buying, selling, and managing stocks and other investments. They analyze market trends, evaluate financial data, and develop strategies to help clients achieve their investment goals. Stock Consultants may work independently, with brokerage firms, or as part of financial advisory teams, and they often provide personalized recommendations based on a client's risk tolerance and financial objectives.

How does a stock consultant typically collaborate with clients and other financial professionals?

As a Stock Consultant, you will work closely with clients to understand their investment objectives, provide tailored advice, and help them build diversified stock portfolios. Collaboration often extends to working alongside financial advisors, portfolio managers, and research analysts to stay informed about market trends and specific equities. Regular communication is key, as you’ll need to update clients on portfolio performance, recommend adjustments, and explain complex market developments in accessible terms. This role requires strong interpersonal skills and the ability to translate financial data into actionable strategies for both individuals and institutional clients.

What are the key skills and qualifications needed to thrive as a stock consultant, and why are they important?

To thrive as a Stock Consultant, you need strong analytical skills, in-depth knowledge of financial markets, and a relevant degree in finance, economics, or a related field. Proficiency with financial analysis tools, trading platforms, and certifications such as CFA or Series 7 is highly beneficial. Exceptional communication, client management, and decision-making abilities help build client trust and translate complex data into actionable advice. These skills enable Stock Consultants to provide sound investment guidance, manage risk, and foster long-term client relationships in a dynamic financial environment.

What are popular job titles related to Stock Consultant jobs?

For Stock Consultant jobs, the most frequently searched job titles are:

Lead Stock Plan Consultant

Cincinnati, OH • On-site

Worldpay
Technology, Communication and Media • 10K+ employees

Full-time

Re-posted 4 days ago


Job description

Job Description

Ready to take your career global?

Make your mark at one of the biggest names in payments. We're looking for a Principal Stock Plan Consultant to join our ever evolving Global Compensation team and help shape the future of global commerce. This role will report directly to the Director Long-Term Incentives & Retention within the Total Rewards function, and would be responsible for the design, administration, governance, and strategic optimization of global equity compensation programs. This role partners closely with executive leadership, HR, Legal, Tax, Finance, and external vendors to ensure equity plans are competitive, compliant, and aligned with business objectives. The Principal Consultant provides thought leadership, drives process excellence, and leads complex initiatives related to stock plan design and execution.

This role will be a hybrid role located in our Cincinnati, OHorAtlanta, GA offices.

What you will own

  • Lead equity compensation strategy, including design and evolution of programs (e.g. RSUs, stock options, performance shares, ESPP).
  • Partner with Total Rewards and LTI leadership to align equity programs with talent, retention, and shareholder goals.
  • Manage global equity program rollout and expansion, ensuring compliance and scalability.
  • Benchmark programs against market practices and recommend data-driven improvements.
  • Ensure compliance with global tax, accounting (ASC 718), securities, and reporting requirements.
  • Oversee plan governance, documentation, processes, and internal controls.
  • Partner with Legal, Finance, and Executive Compensation on proxy disclosures, filings, and audits.
  • Collaborate cross-functionally (HR, Payroll, Accounting, Tax) to execute equity programs effectively.
  • Support M&A, global expansion, and other transactions impacting equity.
  • Serve as escalation point for complex employee and executive equity issues.
  • Analyze and report on equity metrics (pool usage, burn rate, dilution, financial impact).
  • Support financial reporting, forecasting, and modeling.
  • Provide insights for compensation planning and board-level decisions.
  • Develop clear communications and educate stakeholders on equity programs.
  • Support executive compensation discussions with leadership and the Board/Comp Committee.
  • Other related duties assigned as needed.

What you bring:

  • Bachelor's degree in business administration, human resources or related field or the equivalent combination of education, training, or work experience. CEP (Certified Equity Professional) designation preferred.
  • Eight to twelve years' professional level experience in public and/or private company equity compensation, stock plan administration or executive compensation.
  • Deep expertise in global equity programs, including tax and regulatory considerations.
  • Strong knowledge of accounting standards (ASC 718) and equity reporting.
  • Experience working with equity administration systems (e.g., E*TRADE, Fidelity, Shareworks, Equity Edge).
  • Exposure to executive compensation design and Compensation Committee support
  • Mastery in PC skills including Word, PowerPoint and advanced Excel - must be proficient in pivot tables, vlookups, graphing, formulas and functions.
  • Ability to analyze complex data and develop sound recommendations and solutions. Exceptional mathematics skills.
  • Strong interpersonal skills in dealing with top management
  • Excellent problem solving, independent decision making, analytical and time management skills managing multiple tasks/deadlines for self and others.

About the team

Our inclusive and global teams win together every day. We're proud to have the best minds in the industry, who you can learn from as you grow your career. The people, the energy, the connections - it's unmatched. Come and be part of an ever-evolving company and get dynamic opportunities that go beyond borders.

What makes a Globalpayer?

Globalpayers think like a client, act like an owner and win as one team. We're curious and innovative - always finding better ways to deliver impact. We empower each other to make decisions, and it's our passion that drives excellence in everything we set out to do.

Does this sound like you? Then you sound like a Globalpayer. Apply now to take your career global.

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EEOC Statement

Worldpay is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here.

If you are made a conditional offer of employment and will be working in the United States, you will be required to undergo a drug test. In developing this job description care was taken to include all competencies and requirements needed to successfully perform the position. Reasonable accommodations will be provided for individuals with qualified disabilities both during the hiring process, as well as to allow the individual to perform the essential functions of the job, if hired.

Washington Candidates: Click here for information on the Fair Chance Act.