Lead Workplace Planning & Stock Plan Participants Services

Location: Remote - Nationwide within the United States. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT sponsorship, is not available.

Base salary: $65,600–$92,675 per year, with potential bonus or sales incentives depending on the role.

Company

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

What you will do

• Handle complex escalated participant calls, research account issues, coordinate follow-up, and resolve exceptions with supervisory managers.
• Monitor calls, complete Best Interest Profile supervisory reviews, and perform second-level fraud verification for qualifying distributions.
• Coach and mentor associates on wealth management conversations, cross-selling, tax-exempt strategies, and service excellence.
• Analyze quality concerns, escalations, exceptions, and daily call statistics to recommend operational improvements.
• Develop job aids, training materials, new-hire and product training resources in partnership with management and the training team.
• Address participant account questions in accordance with FINRA and SEC guidelines and support leadership initiatives.

Requirements

• Bachelor’s degree or equivalent experience in financial services.
• Five years of wealth management experience.
• FINRA Series 7, 24, 63, and 65 registrations required.
• FINRA fingerprinting required.
• Demonstrated ability to handle escalated client issues, exercise sound judgment, and coach or train associates.
• U.S. work authorization required; employment visa sponsorship is not available.

Nice to have

• Experience in brokerage trading and trade approval.
• Experience developing job aids, training materials, or other role-related resources.
• Experience navigating complex participant and supervisory issues.

Culture & Benefits

• Remote work with reliable high-speed wired internet and a suitable home workspace; office attendance may be required if home connectivity or workspace standards are not met.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and investment options.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, and leave programs including parental and disability leave.
• Tuition reimbursement of up to $5,250 per year and access to Business Resource Groups.