Newest Job Openings

Compliance Director

Compliance Director for a Prime Brokerage/Asset Management firm in NYC. The Compliance Director will play a lead role in all aspects of the company’s operational and regulatory compliance programs, including regulatory exam and trade surveillance processes. Position requires minimum three years’ compliance experience, preferably in a broker-dealer setting, and FINRA Series 7 or 99.

SaaS Mid-Market Account Executives - New York, NY

SaaS Mid-Market Account Executives in NYC metro area. Seeking strong sales hunters with SaaS sales track record (not subscription sales), selling solutions into CMOs, marketing decision-makers. Several sales positions available with fast-growing company offering breakthrough solutions. Role requires 3-5 years of experience, ability to build pipeline, territory business plan, demo, present, negotiate, use Salesforce CRM. Great opportunity with generous benefits and commission plan.

Certified Financial Planner (CFP) - New York, NY

Hiring: Certified Financial Planner (CFP) for a prestigious RIA/wealth management firm in NYC. Requires 2-6 years of financial planning experience, proven success working with internal stakeholders and High Net Worth (HNW) clients. Must hold CFP designation. Experience with eMoney or similar software a plus. Position offers excellent professional exposure, learning opportunities and room for growth.

Director of Business Development (High-tech software sales)

Director of Business Development (remote, USA) to drive sales growth and build process and strategy for a flourishing startup software provider with a revolutionary product. The company is experiencing high-volume growth with the leading Robotic Process Automation (RPA) tool on the market. This new Business Development position requires a dynamic software sales professional who can hunt and develop leads, drive new business sales, develop strategies and build the sales playbook. A minimum of 5 years’ proven sales experience & track record; tech evangelist who truly enjoys selling. Great opportunity with high degree of autonomy and upside.

Client Service Associate (CSA) / Relationship Manager (RM) - New York, NY

Client Service Associate/Relationship Manager in New York City for a growing independent wealth management firm. Requires 1-3 years of client service/support experience working with High Net Worth (HNW) client accounts in a wealth management / financial services environment, e.g., Registered Investment Advisory (RIA). Proficiency with Excel and MS Office suite; familiarity with Addepar, eMoney, Wealthscape or similar platform is a plus. Proactive approach and extensive client contact. Excellent growth opportunity, potentially leading to analyst, financial advisor or other career paths with a thriving firm.

Financial Services Product Manager in NYC for a top U.S. banking institution

Financial Services Product Manager in NYC for a top U.S. banking institution. Role requires 5 or more years of strong product management experience with financial services or fintech products/solutions. Experience with commercial cards or payables product management is a plus. Exciting opportunity with transformative, highly autonomous team.

Entrepreneurial Financial Advisor to Lead Build-out of a New Michigan Office

Entrepreneurial Financial Advisor to lead build-out of a new Michigan office for a thriving, expanding RIA with 40+ years of success in Midwest region. Seeking experienced FA with track record in developing new business and HNW relationships; past experience working with clients in the medical field is a plus. Portable AUM is also a plus but not required. Other locations also planned: Indiana, Kentucky, Ohio.

Seeking tax professional from public accounting for Tax/Wealth Planner

Seeking a senior tax professional from public accounting background (2-6 years’ experience) in Atlanta, GA area who would like to transition to a career with a well-established wealth management firm. Train to assist senior team members on designing and implementing effective wealth planning solutions for High-Net-Worth individuals, families and family offices. Excellent opportunity to enjoy better work/life balance (no tax compliance work, no busy season) and join a firm with great team/office culture.

Senior HR Manager (Bilingual English/Spanish)

Sr. HR Manager (Bilingual English/Spanish) in Carlstadt, NJ for nationally known, union-free manufacturing company. Position requires recent manufacturing experience, 10+ years in Human Resources including at least 3 years in managerial/supervisory roles, 4-year college degree. Sr. HR Manager partners with site operations leaders and is responsible for staffing & recruitment, performance process, employee relations, HR data, etc., assisted by a generalist and administrative associate. Must be fluent bilingual, experienced with HRIS systems and project management.

Fintech Business Development Associates (2 openings)

Fintech Business Development Associates (2 openings) in NYC for a global B2B financial content and solutions provider now expanding its Americas territories. Position requires 2-4 years of subscription sales experience in B2B markets selling into financial institutions. Background with risk management data or products is a plus. Excellent growth opportunity for proven sales hunter with strong presentation skills.

Commercial Product & eLearning Manager

Commercial Product & eLearning Manager in London or New York for a leading, global provider of training and development solutions for the financial markets. Position requires 12-15 years of experience in the Training & Development sector, passion for eLearning technologies, track record for driving revenue, able to set strategy and manage a global P&L.

Fintech Sales Executive (selling into Hedge/Alt Funds)

Fintech Sales Executive (selling into Hedge/Alt Funds) in NYC for a leading provider of technology solutions currently expanding US sales. Position requires 4-7 years of experience & successful quota track record selling into hedge funds/alternative fund managers and/or traditional asset managers, and/or asset management arms of insurance companies. Solutions/services may include Reconciliation, Datawarehouse, Security Master, Treasury and Collateral Management, Regulatory Reporting. Strong hunter to drive new logo sales in US; C-suite presentation skills.

Financial/Wealth Planning Analyst - NYC

Financial/Wealth Planning Analyst in NYC for a growing, innovative, independent RIA firm. Work with a partner/advisor to assist in managing client relationships, including contributing to financial planning, making investment recommendations, and producing client-ready work. Requires 4-8 years of relevant experience, including experience with range of asset classes: equities, fixed income, alternative investments, etc. Must have advanced Excel skills. Familiarity with Addepar and eMoney or similar platform is a plus.

Sr. HR Manager (Bilingual English/Spanish)

Sr. HR Manager (Bilingual English/Spanish) in East Rutherford, NJ for nationally known, union-free manufacturing company. Position requires recent manufacturing experience, 10+ years in Human Resources including at least 3 years in managerial/supervisory roles, 4-year college degree. Sr. HR Manager partners with site operations leaders and is responsible for staffing & recruitment, performance process, employee relations, HR data, etc., assisted by a generalist and administrative associate. Must be fluent bilingual, experienced with HRIS systems and project management. Company offers competitive salary and solid benefit package.

Fintech Business Development Associates

Fintech Business Development Associates (2 openings) in NYC for a global B2B financial content and solutions provider now expanding its Americas territories. Position requires 2-4 years of subscription sales experience in B2B markets selling into financial institutions. Background with risk management data or products is a plus. Excellent growth opportunity for proven sales hunter with strong presentation skills.

Sr. Software Sales Executive

Sr. Software Sales Executive in NYC, selling SaaS solutions into CFO, Controller, VP Finance level. Role requires 5+ years of experience selling SaaS financial applications (treasury, G/L ERP, payments, etc.), solid knowledge of basic treasury concepts, CRM user. Strong new business hunter with track record, full cycle sales from prospecting to close. Can be virtual, extensive travel.

Senior Trust Advisor (VP or SVP level)

Senior Trust Advisor (VP or SVP level) for a large, well-established multi-family office in Reno, NV. Excellent opportunity for strong Trust professional able to serve as first point of contact with High-Net-Worth clients, advise on fiduciary and wealth management matters. Requires 8+ years of experience with Trust administration, ability to liaise with clients and outside counsel, strong commitment to client service. Generous compensation & benefits; relo assistance available for the right candidate.

Tax / Wealth Planner - Atlanta

Tax/Wealth Planner in Atlanta, GA. Seeking a senior tax professional from public accounting background (2-6 years’ experience) in Atlanta area who would like to transition to a career with a well-established wealth management firm. Train to assist senior team members on designing and implementing effective wealth planning solutions for High-Net-Worth individuals, families and family offices. Excellent opportunity to enjoy better work/life balance (no tax compliance work, no busy season) and join a firm with great team/office culture.

Tax Senior / CPA

Tax Senior / CPA for a leading RIA & family office in NYC, ultra-High-Net-Worth client environment. Must hold current NY CPA and have 5+ years of experience in preparation of diverse returns (corporate, partnership, trust, S-corps, private foundations, and individual returns, including ultra-HNW). Prepare returns, obtain needed documentation, assist and advise financial planners and clients with tax questions.

FinTech/RegTech Sales Executive

FinTech/RegTech Sales Executive for a leading global regulatory technology firm in Boston, MA to handle Northeast Region (US Territories). Seeking a proven fintech sales hunter of new logos (track record, 10+ years of experience) with ability to cross-sell/upsell existing accounts; strong network across Asset Managers, Hedge Funds, and Fund Administrators. Experience with Managed Services sales and Salesforce CRM as plus. Excellent opportunity with growing company, contribute to go-to-market strategy and new products, pathway for advancement.

Trust Officer - Reno, NV

Trust Officer for new branch office in Reno, NV for a growing RIA firm serving HNW clients, multi-asset-class portfolios. Seeking an experienced trust professional willing to contribute in all areas of trust admin, compliance, client advisory, fiduciary operations. Great growth potential as early, key hire for new branch; help shape strategy and infrastructure, work with clients and third-party sub-advisors; support president of the division. Advanced degree or relevant certifications a plus.

SaaS Enterprise Sales Director (Individual Contributor)

SAAS Enterprise Sales Director (Individual Contributor) in East Coast/Midwest location to help grow business for a thriving SaaS startup organization. Position requires 5-7 years of SAAS software sales experience selling into CMOs, previous experience with a startup, strong hunter with quota history, capability with forecasting and long sales cycle. Must be strong presenter and negotiator, proficient with Salesforce CRM. Represent fast-growing global company’s innovative solution product in events management at industry events.

Trust Officer

Trust Officer for a rapidly growing trustee services firm (backed by well-known RIA) in Reno, NV, that serves ultra-high-net-worth clients across the globe. Requires: 5+ years of trust administration/planning with high net-worth clients; strong fiduciary and customer service focus. Must be proficient with complex assets and trust structures. Advanced degree or professional certifications, tax experience preferred. Role reports directly to president and is an integral part of small, dedicated team.

Lease Accountant (Accounts Receivable)/Commercial Real Estate

Lease Accountant (Accounts Receivable)/Commercial Real Estate in Westwood, NJ for a longstanding, established CRE firm with properties across U.S. Seeking an experienced lease administrator or accountant (2+ years), familiar with MRI accounting software, lease terminology and accounting processes, strong tenant relations skills. Small, family-oriented office where each team member is vital part of operations.

Business Development Consultant (fintech client expert)

Business Development Consultant (fintech client expert) in US or UK to work with growing fintech solutions and services provider . Opportunity to monetize strong buyside contacts, help build relationships, be compensated for introductions. Seeking an experienced fintech salesperson or Big 4 alum with knowledge and network among fintech clientele in alternative & traditional asset managers, hedge funds, credit funds, etc.). Potential retainer plus incentives.

Sales Director - Europe

Hiring: Sales Director - Europe (working remotely and can be located throughout Europe) for a leading provider of technology solutions and services to the alternative investment industry, London office. Seeking a proven, well-networked hunter of new logos to drive sales strategy and new-business sales across the UK and Europe. Requires minimum 10 years of relevant consultative fintech solutions sales experience (fintech solutions, consulting, managed services sales, etc.), extensive buy-side knowledge and contacts (hedge funds, pension funds, traditional asset managers etc), excellent prospecting and presentation skills. Proven track record of quota attainment, outperformance. Longer-term potential to build a team around this person with player/coach responsibilities.

Financial Planner/Advisor (CFP or aspiring)

Financial Planner/Advisor (CFP or aspiring) for a leading fee-only wealth management firm, NYC office. Requires minimum one year of finance or wealth management experience including internships, holding or actively pursuing CFP, demonstrated interest/preparation in financial planning career, bachelor degree in finance or related from top university, strong GPA. Tremendous opportunity to join selective, high-caliber team, prove your worth and grow. Competitive pay, bonus eligibility, and excellent benefits, including tuition/certification reimbursement.

Wealth Advisor

Wealth Advisor in PA or other East Coast locations (Connecticut, Delaware, Maryland, Virginia, North & South Carolina, Georgia and Florida). Well-known, respected wealth management firm has branch openings for an experienced wealth advisor/financial planner, ideally with existing book of business, to serve as primary investment professional and relationship manager. Open to strong candidates without book as well. Position requires proven track record in similar role, consultative skills in driving growth and client experience. Should hold 66 or 63/65 registration. CFP preferred; CFA or CPA a plus.

Senior Quantitative Researcher - High Frequency Trading

Senior Quantitative Researcher - High Frequency Trading for a leading investment company in New York City. Requires 4+ years in quantitative trading and alpha generation, experience building research pipelines and writing strategies, programming skills with C++ and Python. Opportunity for top-tier researcher to join strong, experienced HFT team at early stage company, grow and impact PnL. High earning potential. Relo package for right candidate.