Senior Equity Compensation Consultant (Fintech)

TL;DR

Senior Equity Compensation Consultant (Fintech): Providing personalized education and guidance to high-net-worth shareholders regarding equity compensation vehicles with an accent on RSUs, stock options, and tax implications. Focus on strengthening shareholder engagement, ensuring FINRA/SEC compliance, and integrating wealth advisory strategies.

Location: Remote (USA). Must be authorized to work for any employer in the U.S.

Salary: $79,400 - $112,175

Company

hirify.global is a financial services firm dedicated to transforming financial lives through a flexible work environment and inclusive culture.

What you will do

• Serve as the primary contact for high-net-worth employee shareholders, delivering proactive and personalized client service.
• Provide guidance on the vesting, exercising, and taxation of equity awards, including RSUs, stock options, performance awards, SARs, and ESPPs.
• Conduct targeted client outreach based on vesting schedules, life events, and corporate campaigns.
• Identify opportunities to connect shareholders with wealth advisory and financial planning teams.
• Maintain strict compliance with FINRA, SEC, and internal corporate standards.
• Mentor team members and continuously refine communication strategies to improve the shareholder experience.

Requirements

• Bachelor’s degree or equivalent professional experience.
• FINRA Series 7 and 63 required; Series 65 (or 66) must be obtained within corporate timelines.
• Certified Equity Professional (CEP®) Level 1 required (or obtainable within 6–12 months of hire).
• 3–5 years of experience in equity compensation, financial services, or advisory roles supporting high-net-worth clients.
• Must be authorized to work for any employer in the U.S. (No sponsorship available).
• Ability to work shifts between 8am – 8pm EST.

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.
• 16 hours of paid volunteer time per calendar year.
• Paid parental leave and short/long-term disability programs.