Senior Stock Plan Services Associate (Equity Compensation)

Location: Remote - Nationwide; applicants must be authorized to work for any employer in the United States. Reliable high-speed wired internet and a suitable home workspace are required; office work may be required if home connectivity or workspace is inadequate.

Base salary: $65,600–$92,675 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 in line with policies, procedures, and regulatory requirements.
• Process and review complex stock plan transactions, reconciliations, operational exceptions, and participant account activity.
• Provide technical guidance, resolve escalated issues, and mentor associates on complex stock plan processes.
• Support RSUs, stock options, ESPPs, Rule 10b5-1 trading programs, and related stock plan events.
• Recommend workflow efficiencies, control enhancements, risk-mitigation measures, audits, reporting, quality initiatives, and regulatory-process updates while partnering with Operations, Supervision, Compliance, Trade Desk, Payroll, Legal, Technology, and client-facing teams.

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 four years of financial services experience.
• FINRA Series 7 registration.
• FINRA Series 24 registration within established corporate timelines; fully licensed candidates are preferred.
• FINRA fingerprinting.
• 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, with the ability to influence without direct authority.
• Authorization to work for any U.S. employer; employment visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Experience supporting 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, internal mobility, and emphasis on purpose, well-being, inclusion, and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, and paid parental and disability leave.
• Inclusive Business Resource Groups and business-casual dress environment.