Senior Stock Plan Services Associate (Equity Compensation)

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

Base salary: $65,600–$92,675 per year, with potential participation in a bonus program.

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.
• Review and accept new account applications and process complex stock plan transactions, reconciliations, exceptions, and participant account activity.
• Support equity compensation programs including RSUs, stock options, ESPPs, Rule 10b5-1 trading programs, and related stock plan events.
• Research, resolve, review, and approve escalated operational issues while meeting service-level commitments.
• Recommend workflow efficiencies, control enhancements, risk-mitigation measures, and operational improvements.
• Partner with Operations, Compliance, Legal, Payroll, Technology, Trade Desk, and client-facing teams; provide technical guidance and mentor associates.

Requirements

• Bachelor’s degree in Business, Finance, or a related field, or four additional years of financial services experience in lieu of a degree.
• At least four years of financial services experience.
• FINRA Series 7 registration and FINRA fingerprinting required.
• FINRA Series 24 registration required within established company timelines; fully licensed candidates are preferred.
• Advanced knowledge of stock plan administration, brokerage operations, equity compensation, and securities transaction processing.
• Experience with operational controls, audits, compliance activities, risk management, and complex problem-solving.

Nice to have

• Experience with Pershing NetX360.
• Certified Equity Professional designation.
• Direct experience supporting 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 opportunities for internal mobility and career development.
• 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 of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, parental leave, disability benefits, and FMLA programs.
• Inclusive Business Resource Groups and a business-casual work environment.