Senior Stock Plan Services Associate (Equity Compensation)

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

Base salary: $65,600.00–$92,675.00 per year, with potential bonus participation for non-sales positions.

Company

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

What you will do

• Serve as a subject matter expert in Stock Plan Services, equity compensation, brokerage operations, and securities transaction workflows.
• Perform principal review and acceptance of new account applications under applicable policies, procedures, and regulatory requirements.
• Process and review complex stock plan transactions, reconciliations, operational exceptions, and participant account activity.
• Support RSUs, stock options, ESPPs, Rule 10b5-1 trading programs, and related stock plan events.
• Resolve escalated operational issues, provide technical guidance, and mentor associates and internal business partners.
• Improve workflows and controls while supporting audits, reporting, compliance changes, quality initiatives, and operational readiness.

Requirements

• Bachelor’s degree in Business, Finance, or a related field, or four additional years of financial services experience in lieu of a degree.
• Minimum of four years of financial services experience.
• FINRA Series 7 and Series 24 registrations required.
• FINRA fingerprinting required.
• Advanced knowledge of stock plan administration, brokerage operations, equity compensation programs, and securities transaction processing.
• Experience supporting operational controls, audits, compliance activities, and risk management.
• Strong analytical, organizational, communication, and problem-solving skills, including the ability to influence without direct authority.

Nice to have

• Experience with stock plan services, brokerage operations, equity compensation programs, or securities operations.
• Experience with Pershing NetX360.
• Certified Equity Professional designation.
• Direct operational experience with RSUs, stock options, ESPPs, and Rule 10b5-1 trading programs.
• Experience resolving complex or escalated securities transaction and participant-account issues.

Culture & Benefits

• Flexible work environment with support for internal mobility, purpose, well-being, work-life balance, inclusion, and community volunteering.
• Medical, dental, vision, and life insurance.
• 401(k) plan with matching contributions up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
• Remote employees must maintain reliable high-speed wired internet and a suitable home workspace; office work may be required if these conditions are not met.

Hiring process

• Apply through the hirify.global job posting.
• Employment is subject to U.S. work authorization requirements and applicable licensure, registration, fingerprinting, and regulatory conditions.