Senior Manager Stock Plan Participant Services (Fintech)

Location: Remote - Nationwide, United States; applicants must be authorized to work for any employer in the U.S.

Base salary: $96,100–$135,700 per year, with eligibility for a bonus program.

Company

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

What you will do

• Lead, coach, and develop Equity Compensation Consultants to achieve individual and team performance goals.
• Oversee daily Stock Plan Participant Services operations, including staffing, scheduling, workload distribution, service coverage, and service standards.
• Act as the escalation point for complex participant inquiries, trading issues, operational exceptions, and service concerns.
• Supervise participant trading support and stock plan transactions, including Rule 10b5-1 trading plans and Rule 144 transactions.
• Monitor KPIs covering service levels, quality, productivity, participant satisfaction, and operational accuracy.
• Identify process and technology improvements, maintain supervisory controls, support audits and compliance reviews, and collaborate with Operations, Compliance, Trading, Technology, and other partners.

Requirements

• Bachelor's degree.
• At least 5 years of experience in equity compensation, stock plan services, wealth management, or financial services.
• Strong knowledge of equity compensation plans, stock plan administration, participant servicing, and brokerage operations.
• Experience overseeing operational workflows and service delivery in a regulated financial services environment.
• Ability to coach, develop, and motivate teams toward individual and organizational performance goals.
• Strong understanding of complex equity compensation transactions, including Rule 10b5-1 trading plans and Rule 144 transactions.
• Active FINRA Series 7, Series 24, or both Series 9 and Series 10 in lieu of Series 24, plus Series 65 or Series 66 registrations at the time of hire.
• Certified Equity Professional (CEP) designation required within corporate-approved timelines.
• FINRA fingerprinting required.

Nice to have

• At least 2 years of people leadership or supervisory experience.
• Experience leading participant service teams in equity compensation, stock plan administration, brokerage services, or wealth management.
• Experience with restricted stock units, employee stock purchase plans, stock options, and other equity-based awards.
• Experience using stock plan administration platforms, brokerage trading systems, CRM tools, or case management applications.
• Success improving operational performance, service quality, participant satisfaction, and team productivity through data-driven coaching and process improvements.
• Experience supporting regulatory examinations, internal audits, supervisory controls, and risk management in a FINRA-regulated brokerage environment.
• Experience partnering with cross-functional teams to implement operational enhancements, technology solutions, and participant service initiatives.

Culture & Benefits

• Flexible remote work environment with a focus on purpose, well-being, work-life balance, and inclusion.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, paid company holidays, floating holidays, paid volunteer time, and leave programs including paid parental leave and disability coverage.
• Reliable high-speed wired internet and a suitable home workspace are required for remote work; necessary computer equipment is provided.

Hiring process

• Employment is subject to required registrations, FINRA fingerprinting, and authorization to work for any U.S. employer.
• Visa sponsorship, including CPT/OPT sponsorship, is not available.