Benefits:

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Position Summary:

We are seeking a highly motivated and customer-focused Stock Plan Participant Support Specialist to join our team. In this role, you’ll be the primary point of contact for employees participating in public company stock plans, providing education, support, and guidance on equity compensation.

You are not required to be licensed at the time of hire, but you must obtain your FINRA Series 7 and Series 63 licenses within the first 6 months of employment. We provide full training and support for licensing.

Key Responsibilities:

Participant Support & Education:

Provide frontline support to stock plan participants via phone, email, and chat

Educate participants on various types of equity awards (RSUs, stock options, ESPP, etc.)

Assist with account setup, online access, and understanding of plan documentation

Trading & Transaction Guidance:

Help participants navigate the trading platform and guide them through exercises and sales

Coordinate with brokerage partners to address trade-related inquiries

Monitor and ensure timely execution and reporting of participant transactions

Operational Excellence:

Maintain accurate and detailed records of participant interactions

Identify and escalate opportunities for process improvement, FAQs, and resource enhancements

Licensing Requirement:

Candidates must obtain FINRA Series 7 and Series 63 licenses within 6 months of hire

Company-sponsored training, resources, and exam preparation provided

Qualifications:

Strong interest in finance, equity compensation, or capital markets

Excellent communication and customer service skills

Comfortable learning trading and brokerage systems

Self-motivated with strong problem-solving abilities

Ability to meet deadlines and manage multiple priorities