Equity Compensation Consultant (Fintech)

TL;DR

Equity Compensation Consultant (Fintech): Providing personalized education and support to employee shareholders on various equity plan types with an accent on financial literacy and plan maximization. Focus on simplifying complex taxation and vesting topics, executing equity-related transactions, and ensuring regulatory compliance with FINRA and SEC standards.

Location: Remote (USA). Must be authorized to work for any employer in the U.S. (no sponsorship provided). Core business hours: 8am – 8pm EST.

Salary: $59,700 - $84,300

Company

hirify.global is a financial services company dedicated to transforming financial lives through flexible work environments and comprehensive retirement and equity services.

What you will do

• Serve as the primary point of contact for shareholders via inbound phone and email inquiries.
• Educate participants on equity compensation plans (RSUs, options, ESPPs) and their link to financial wellness goals.
• Simplify complex topics such as vesting, taxation, and exercise options into actionable guidance.
• Manage equity-related transactions, including account setup, ESPP enrollment, and trade execution.
• Ensure full compliance with FINRA, SEC, and company regulatory standards across all interactions.
• Collaborate with internal partners to resolve complex shareholder inquiries and improve operational workflows.

Requirements

• Bachelor’s degree or equivalent professional experience.
• FINRA Series 7 and 63 certifications are required.
• Ability to obtain Series 65 (or 66) within corporate-established timelines.
• CEP® Level 1 required or must be completed within 6–12 months of hire.
• 1–2 years of experience in equity compensation, financial services, or a related role.
• Must be authorized to work in the U.S. without sponsorship (no CPT/OPT).

Nice to have

• Experience in stock plan administration or equity plan consulting.
• Background in financial call centers supporting stock plan participants.
• Proven ability to explain complex financial concepts to individuals with varying literacy levels.
• Success in identifying and implementing process improvements.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Paid parental leave, short- and long-term disability, and FMLA.
• 16 hours of paid volunteer time per calendar year.