Executive 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 freedom through retirement, stock plan, and related wealth services.

What you will do

• Respond to inbound calls and service requests from executive stock plan participants.
• Execute stock option exercises, restricted stock sales, share transfers, and other complex equity transactions.
• Support the intake, setup, documentation, and ongoing servicing of Rule 10b5-1 trading plans.
• Monitor transactions through completion and resolve execution, settlement, operational, and participant issues.
• Coordinate compliant trading activities with Executive Services, Trading, Operations, Compliance, Legal, Stock Plan Services, and issuer contacts.
• Maintain accurate records, participate in audits and quality reviews, escalate risks, and contribute to process improvements.

Requirements

• Bachelor's degree or equivalent experience.
• At least 5 years of experience in stock plan services, brokerage operations, securities trading, equity compensation, or financial services.
• Strong knowledge of executive equity compensation, securities trading operations, Rule 10b5-1 plans, insider trading requirements, and complex stock plan transactions.
• Knowledge of applicable SEC and FINRA requirements and experience in a regulated financial services environment.
• Proficiency with stock plan administration systems, brokerage platforms, CRM applications, and Microsoft Office.
• FINRA Series 7 and Series 63 registrations, FINRA fingerprinting, and CEP Level 1 certification are required.

Nice to have

• Full Certified Equity Professional designation.
• Experience supporting executive-level or high-net-worth participants.
• Experience with international equity compensation, securities transactions, Rule 10b5-1 administration, or Rule 144 requirements.

Culture & Benefits

• Flexible work environment and opportunities for internal mobility.
• Focus on purpose, well-being, work-life balance, and an inclusive workplace.
• Opportunities to contribute to community and volunteering initiatives.