Benefits:

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

About Siebert Financial:

At Siebert Financial, service is in our DNA. We’re expanding a best-in-class Equity Plan Services platform with a focus on personalized, high-touch support for corporate executives. Our mission is simple: to make complex equity compensation plans more accessible and impactful for the individuals who rely on them.

Position Summary:

As an Executive Services Relationship Manager, you will be the primary point of contact for executive participants in corporate equity compensation plans. You’ll guide executives through every step of their equity journey—offering education, resolving inquiries, and introducing wealth and liquidity solutions that align with their broader financial goals. This is a high-impact, relationship-driven role designed for someone who thrives on service, communication, and financial expertise.

Key Responsibilities:

Act as a trusted advisor to executives participating in equity compensation programs such as RSUs, stock options, performance awards, and ESPPs.

Provide personalized guidance on equity transactions and compensation strategies—from foundational education to advanced planning and execution.

Conduct proactive outreach to executive participants throughout key milestones of the equity lifecycle, introducing strategic opportunities to connect with financial advisors.

Build and maintain strong relationships with both corporate clients and their executives, identifying ways to deepen engagement and add value.

Coordinate across internal teams to ensure accurate and timely resolution of participant needs, drawing on firmwide expertise where appropriate.

Maintain a comprehensive understanding of Siebert Financial’s equity and wealth management offerings to deliver tailored, relevant solutions.

Ensure all actions align with Siebert’s values of integrity, service excellence, and putting the client first.

Required Qualifications:

Active FINRA Series 7 and Series 63 licenses

1–2+ years of client-facing experience in financial services

Solid understanding of equity compensation and securities markets

Strong interpersonal, verbal, and written communication skills

Proven ability to manage sensitive client interactions with professionalism and discretion

Preferred Qualifications:

3–5+ years of experience in Relationship Management, Executive Services, Equity Plan Support, or a similar role

Active Series 66 (or Series 63 and Series 65), or willingness to obtain within 90 days

Bachelor's degree in Finance, Business, or related field

Experience working with executive-level clients and/or high-net-worth individuals

Familiarity with tax implications, trading mechanics, and liquidity events related to equity compensation

Strong collaboration and problem-resolution skills in a client-focused setting

Ideal Candidate Profile:

Passionate about simplifying complex financial concepts for clients

Proactive, detail-oriented, and self-motivated

Comfortable operating in a fast-paced and evolving environment

Committed to delivering a premium service experience

Values long-term relationship building over transactional interactions