Vice President (10b5-1 Plans)

Location: New York, NY, United States; office-based role

Salary: $160,000–$270,000 annual base salary, plus potential discretionary bonus

Company

hirify.global is a global investment banking, securities, and investment management firm serving wealth management and capital markets clients.

What you will do

• Structure and draft 10b5-1 plans for founders, C-suite executives, public company officers, and large shareholders.
• Educate clients on 10b5-1 plans, Form 144, Form 4, and related requirements.
• Research client equity holdings, transaction history, SEC filings, and restrictions arising from executive roles, IPOs, and M&A events.
• Partner with private wealth advisors, clients’ counsel and tax advisors, Legal, Compliance, trading teams, and other internal stakeholders.
• Create client-facing marketing and educational materials and support prospecting and transaction sourcing.
• Collaborate with engineering and business partners to expand the platform and improve workflow tools.

Requirements

• Bachelor’s degree.
• At least 8 years of experience in financial markets.
• Experience in equity trading and/or capital markets.
• Experience with SEC rules and filings and Legal or Compliance workflows.
• Strong analytical, organizational, communication, interpersonal, and Microsoft Office skills.
• SIE, Series 7, and Series 63 licenses required; licenses must be obtained within three months of employment.

Culture & Benefits

• Training and development opportunities, firmwide networks, wellness programs, and personal finance resources.
• Benefits are generally available to active, non-temporary full-time and part-time US employees working at least 20 hours per week.
• Commitment to diversity, inclusion, reasonable accommodations, and equal employment opportunity.