Stock Plan Services Associate

TL;DR

Stock Plan Services Associate: Supporting day-to-day operations of hirify.global’s stock plan services platform by processing transactions, resolving operational issues, and coordinating equity trading workflows with an accent on accurate reconciliations, exception research, and compliance-ready service delivery. Focus on managing complex stock plan events (RSU vestings, ESPP, option exercises, and 10b5-1 instructions) and ensuring correct settlement across DWAC/DTC transfers and multiple platforms.

Location: Remote - Nationwide

Salary: $55,300.00 - $76,075.00 (base salary range)

Company

hirify.global provides financial services and stock plan services to help customers achieve financial freedom.

What you will do

• Process stock plan transactions, including plan setup, participant account reviews, reconciliations, and issue resolution.
• Support equity transactions for RSU vestings, ESPP events, option exercises, and 10b5-1 instructions.
• Initiate and monitor DWAC and DTC transfers while coordinating with clearing firms to ensure accurate settlement.
• Reconcile trade executions, allocations, and participant accounts across multiple platforms.
• Research and resolve operational, trading, and account-related exceptions.
• Support audits, compliance requests, process improvements, and daily service activities.

Requirements

• Bachelor’s degree in Business, Finance, or related field, or equivalent financial services experience.
• 2+ years of experience in financial services, preferably stock plan services, brokerage operations, or trading support.
• FINRA Series 7 registration and fingerprinting required.
• Experience with stock plan administration, equity trading, or brokerage operations.
• Proficiency with Microsoft Office (Excel, Word, SharePoint).
• Strong communication, organizational, and analytical skills with exceptional attention to detail; ability to manage multiple priorities in a fast-paced environment.

Culture & Benefits

• Remote work with nationwide coverage; reliable high-speed internet with a wired connection required.
• Medical, dental, vision, and life insurance.
• Retirement savings with a 401(k) plan and generous company matching contributions (up to 6%).
• Tuition reimbursement up to $5,250/year.
• Generous paid time off, including paid company holidays and floating holidays.
• Paid volunteer time (16 hours per calendar year) and paid parental leave; disability and FMLA leave of absence programs.

Hiring process

• Application review followed by interviews to assess operational experience, compliance readiness, and problem-solving skills.
• Final offer details including compensation finalized at the time of offer based on geographic location and experience.