Analyst, Executive Consultant (Securities Trading)

Location: Saint Petersburg, Florida, United States; hybrid workstyle; less than 25% travel.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term decision-making.

What you will do

• Open and maintain client accounts, Client Access, documentation, client information, and account restrictions.
• Support operational activities for Rule 10b5-1 stock trading plans and corporate clients’ equity plans.
• Receive, process, monitor, confirm, and manually facilitate securities trade orders and transactions.
• Handle price adjustments, trade corrections, unconfirmed trades, and trading-related client issues.
• Maintain current knowledge of trading policies, procedures, regulations, and regulatory changes.
• Build professional relationships with internal and external clients, update databases, and recommend workflow improvements.

Requirements

• Bachelor’s degree in a related discipline; Finance, General Business, or Economics is strongly preferred, or an equivalent combination of experience, education, and training approved by Human Resources.
• 3 years of relevant experience preferred; the listed general experience range is 3 to 6 years.
• Knowledge of industry regulations related to trading activities, securities trading concepts and procedures, operations, money movement, new accounts systems, and basic investment concepts.
• Knowledge of FactSet, Excel, Access, Smartsheet, Word, and other applications as needed.
• Ability to identify and resolve operational issues, recommend efficiency improvements, apply numerical aptitude and critical thinking, and analyze operational processes.
• Ability to identify customer needs through questioning and listening, communicate verbally and in writing with associates, clients, Financial Advisors, and branch personnel, and maintain effective working relationships.
• Ability to perform detailed transactional tasks in a fast-paced environment with interruptions and changing priorities, organize workload, meet deadlines, multitask while handling phones, and provide timely client service.
• Securities Industry Essentials (SIE) and Series 7 are required from the date of hire.
• Series 66 is required within 5 months of hire, and Series 57 is required within 6 months of hire.

Culture & Benefits

• Hybrid workstyle with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• People-first culture that values authenticity, inclusion, and respect for diverse backgrounds.