Stock Plan Services Consultant (Financial Services)

Location: Onsite in City of Taguig, Metro Manila, Philippines

Company

hirify.global provides financial services focused on helping customers achieve financial wellness and financial freedom.

What you will do

• Serve as the primary contact for employee shareholders through inbound telephone interactions.
• Explain equity compensation plans, including RSUs, NSOs, ISOs, PSUs, SARs, and ESPPs, along with vesting, timing, value, and participant-level tax implications.
• Resolve shareholder inquiries and manage issues from initial contact through resolution, coordinating with internal partners.
• Support account setup, ESPP enrollment, trade execution, digital tools, and stock plan platforms.
• Connect equity compensation education with broader financial wellness goals and conduct proactive follow-up.
• Maintain service quality, accuracy, ethical standards, and compliance with FINRA, SEC, and company requirements while mentoring peers.

Requirements

• Bachelor’s degree or equivalent experience.
• At least 2 years of experience in equity compensation, financial services, or a related field.
• FINRA Series 7 and Series 63 registrations required; Series 65 or Series 66 registration required within established timelines.
• FINRA fingerprinting and Certified Equity Professional Level 1 certification required, with certification completable within 6–12 months of hire.
• Knowledge of equity compensation vehicles, financial concepts, and participant-level tax implications.
• Experience with CRM systems, stock plan platforms, Microsoft Office, reporting tools, multitasking, and customer interactions in a fast-paced environment.

Nice to have

• Certified Equity Professional credential beyond Level 1.
• Master of Business Administration.
• Experience in stock plan administration, equity plan consulting, or a financial services call center supporting stock plan participants.

Culture & Benefits

• Flexible work environment and fluid career paths.
• Support for internal mobility, purpose, well-being, and work-life balance.
• Inclusive environment with opportunities to volunteer in the community.
• Collaborative, high-performance team environment.