Newest Job Openings

Hiring in Red Bank, NJ: Licensed Financial Advisor / Practice Manager for a respected, relationship-driven Osaic-affiliated financial advisory practice in Red Bank, New Jersey. This fully on-site role combines client advisory responsibilities with operational leadership, supporting day-to-day practice management, client onboarding, service workflows, compliance and internal processes. Ideal candidates will have five or more years of experience in financial planning or wealth management, strong client-facing skills, and required licensing (Series 7, Series 66, and Life and Health Insurance in New Jersey). The role offers meaningful succession potential over five to ten years, with responsibility expanding into a COO-level scope and future ownership consideration. This is an excellent opportunity for a driven, relationship-oriented professional seeking long-term growth, leadership, and eventual successor track in a well-established practice. Compensation includes base salary $90k-$130k depending on experience and significant annual bonus potential. Please reference job $RES25-455.

Hiring in Cherry Hill, NJ: Executive Assistant for a small, successful wealth management firm. On-site role supporting the founder administratively and assisting operational workflow. Some Wealth Management industry experience at an RIA, broker-dealer, bank, or family office is required (5-7 years in EA or senior admin role). Must be proficient with Microsoft Office programs, virtual meeting platforms, calendaring, client contact. Great role for a polished professional who thrives as key linchpin in a small, busy office environment. Salary range $75-90k depending on experience, plus bonus potential, and medical and dental benefits. Please reference job #RES25-454.

Hiring in Fort Worth, TX: Lead Trader/Paraplanner for a fast-growing wealth management/RIA firm. Fully on-site role supporting a team of advisors with paraplanning in investment and retirement strategies, managing model portfolios, executing trades (Envestnet), annuity comparisons, and tracking performance. Great opportunity for a qualified professional with 1-3 years of experience in wealth management planning and client service operations. Proficiency with eMoney Advisor, Wealthscape, and Envestnet platforms required. Must have Series 7 and 66 licenses, and Texas Health & Life Insurance license or ability to quickly obtain upon hire. Salary range $90k-$105k depending on experience, plus annual bonus. Benefits include 401k) with match, and monthly insurance stipend (medical benefits not offered at this time). Please reference job #RES25-453.

Hiring hybrid in NYC metro area: Deposit Relationship Manager (targeting commercial businesses/B2B) for a rapidly growing digital commercial bank based in NYC. New role requiring experience and a quota track record in commercial businesses sales/relationship management in banking industry. Must be skilled prospector, business developer and able to handle full-cycle sales through to onboarding. Great opportunity with high earnings and advancement potential. Fully in-office to start; hybrid after 60-90 days in job. Salary range $110-$150k doe, plus incentive structure. Please reference job #RES25-452.

Hiring: Operations Manager for a thriving wealth management firm (RIA) in Fort Worth, TX. This on-site role is central to ensuring optimal service in a high volume, fast-paced financial services firm serving High Net Worth (HNW) individuals and corporate executives. Requires 5 or more years’ experience with wealth management/retirement planning functions, including compliance requirements and proficiency with financial planning software (Wealthscape, eMoney, and Envestnet preferred.) Great opportunity for a proactive, highly organized professional to take leadership of operational workflow and ensure continued first-class service. Salary range $85k-$105k depending on experience, plus annual bonus, monthly health insurance stipend (medical benefits not offered at this time), and 401(k) with 3.5% match. Please reference job #RES25-451.

Hiring remote in Eastern or Central time zone USA: HR Operations Manager - US (Comp & Benefits focus) for a global consulting & technology firm with a fast-growing USA division. Position reports to US Head of HR, with main focus on Compliance, Compensation & Benefits, HRIS, and Employee Relations. Aligns US compliance with global practice, manages/upgrades HRIS, oversees compensation structures & competitiveness, negotiates best US benefits programs. Requires 7+ years in HR operations, experience with salary benchmarking and pay structures, benefits plans, and HRIS platforms and systems implementation. Post-grad degree or SHRM certification is a plus. Fast-paced; remote with some travel. Salary $90k-$100k doe, plus bonus. Please reference job #RES25-450.

Hiring hybrid in Brentwood, TN: Client Service Associate with minimum 2+ years’ experience in the RIA/wealth management industry to join a small, growing RIA providing personalized investment and retirement plan services in the Nashville area. The role requires SIE exam passed successfully, and Series 99 or Series 7 license or ability to quickly obtain. Supports advisors and operations manager with transactions and account maintenance, performance reporting. Advanced proficiency with Outlook and Excel, and familiarity with back-office and brokerage platforms such as ACH, Wealthscape, Black Diamond or similar systems. Comfortable hybrid schedule with WFH Fridays and alternate Tuesdays. Great opportunity with a small, dedicated team and growth potential over time. Compensation: Base $60-70k plus potential bonus. Please reference job #RES25-449.

Hiring: NYC midtown, hybrid: Controller for a fast-growing RIA/wealth management firm with nearly $2 billion in AUM. The firm seeks a dynamic financial leader with both tactical and strategic skills, and a strong background at a wealth management high net worth (HNW)- focused Registered Investment Advisor (RIA). Experience within a scaling $2–10 billion RIA is strongly preferred. This is a hands-on, individual contributor role (no direct reports) with significant impact, offering the chance to drive scalability during rapid growth, ensure financial and operational integrity, and deliver models and insights to support continued expansion. Hybrid: 4 days in the Midtown NYC office. Requires 7+ years of finance/accounting experience within an RIA, familiarity with the RIA regulatory environment, and proficiency with portfolio accounting systems. Must have strong FP&A experience and be able to develop KPIs to track current performance and build financial models for future scenarios. Base $175K–$250K with potential for discretionary bonus. Tremendous opportunity to join a growing firm. Please reference job #RES25-448.

Hiring hybrid: Associate Financial Advisor (experienced CSA or Wealth Associate) in Timonium, MD area to join a growing, woman-owned boutique RIA delivering financial planning and investment management services to high-net-worth clients. Exceptional opportunity for mentorship by a supportive team and professional growth to full financial advisor status and ongoing career. Position requires 3+ years’ experience in wealth management role (Client Service or Private Wealth Associate or Financial Advisor, etc), FINRA Series 7, 63 and 65 licenses, and Life/Health license or ability to quickly obtain it. CFP certification or in progress preferred. Salary range $80-$120k base depending on experience and credentials in hand, plus bonus potential. Please reference job #RES25-447.

We’re seeking a FinTech Sales Executive for a hybrid role in New York City (4 days in office). This is a true hunter position focused on prospecting, building pipeline, and selling front-, middle-, and back-office FinTech solutions to buyside firms, including hedge funds, private equity, and family offices. Candidates must have at least 5 years of hunter experience selling SaaS or software solutions into the buyside, with a strong track record of hitting or exceeding quota. Enterprise sales experience is preferred. Full-cycle sales role with SDR support. Compensation includes a $140K–$175K base plus potential for a non-recoverable draw during ramp-up (DOE), with uncapped OTE. Please reference job #RES25-415.

Hiring hybrid in Baton Rouge, LA: Corporate Retirement Plan Advisor (401k focus) for a busy, growing financial planning firm. Great opportunity for a financial advisor with experience servicing Employer-Sponsored Retirement Plans and 401(k)s, working with both the corporate clients and their plan participants. Must have excellent client relationship skills at both corporate client (sales, sponsorships) and plan member levels (group enrollment, plan education sessions as well as individual service transactions). Hybrid schedule (combo remote/on-site/visit company sites), but works closely with lead advisors and senior management to take servicing ownership of select plans. Compensation flexible, can be base $90k-100k doe plus bonus if servicing existing clients only, potentially higher with portable book and/or desire to build business further. Multiple compensation options available to advisors well-versed in corporate retirement plan servicing. Medical benefits and 401(k) included. Please reference job RES25-437.

Hiring in Anchorage, Alaska (generous relo assistance available) – Trust Advisor and Senior Trust Advisor (2 positions) with a national trust company that is expanding its Anchorage office. Great opportunity in true trust management; no sales. Trust Advisor is open to trust administrators with 2-6 years of experience in servicing HNW/UHNW client accounts; will be mentored to take over an existing book of business. Senior Trust Advisor is suitable for trust officers with 7-15+ years who have worked with complex trusts and as main point of contact for HNW/UHNW clients ($25-$50+mm level). The Senior Trust Advisor will own the client relationships and collaborate with clients’ external advisors. On-site roles only; relocation assistance available to qualified candidates. Please reference job #RES25-442.

Hiring: Director of Payroll Operations in Farmingdale, NY for a thriving construction company with multi-state divisions, union and non-union employees. Seeking a strategic payroll expert with 10+ years’ experience, including construction industry background, and vision for process modernization. On-site, hands-on role in company’s Farmingdale HQ. Lead & and mentor payroll team, work with senior management in scaling for growth. Must have experience with compliance, certified payroll reporting, and tax filings. Familiarity with payroll systems tools (LCP Tracker, Elation, Vista Viewpoint) or similar platforms preferred. Excellent opportunity with salary base up to $150k depending on experience, plus bonus, profit-sharing, and 401(k) match. Please reference job #RES25-441.

Hiring hybrid: Senior Business Development Manager in NYC for a leading outsourcing provider of back-office infrastructure and technology services to early-stage and mid-sized enterprises. Great opportunity for an entrepreneurial sales professional with 7-10 years of enterprise sales experience of professional services into commercial markets and diverse industries. Must have track record with consultative, complex sales and ability to create integrated solutions and service proposals. Deep understanding of accounting, HR, and technology ecosystems. CPA a plus. Flexible schedule with hybrid combination of home, office, and field sales. Salary range $140k-$150k base plus uncapped commissions and comprehensive benefits program. Please reference job #RES25-438.

Hiring in midtown NYC: Accounting Manager/Senior Manager for a rapidly growing fintech firm and broker dealer providing innovative solutions in the capital marketplace. Great opportunity for an accounting professional (CPA preferred) with 5-10 years of experience in financial industry, ideally capital markets. Fully on-site role managing day-to-day accounting, regulatory reporting, audit support, and establishing & refining processes as the company scales. Experience with large ERP software (Netsuite a plus). Salary range: $145-165k base depending on experience, plus bonus and equity options. Please reference job #RES25-435.

Hiring remote/hybrid if in San Francisco: Enterprise Account Executive (fintech sales) for an innovative, early-stage provider of a next-gen banking platform enabling automated investments in US Treasury bills. Exceptional opportunity for a fintech sales pro with 5+ years of experience and quota track record selling software into CFOs, treasury, and finance executives. Must have start-up experience. Company is solidly funded and positioned to grow rapidly, defining new solutions category with proprietary technology. Salary range $150-180k doe, OTE potential $300k uncapped, equity options. Please reference job #RES25-424.

Enterprise Fund Admin Sales Executive for a leading global corporate services provider and fund administrator. This is a sales hunter role, based in NYC but focusing on global new business across the U.S. Candidates must have 7+ years of relevant experience and a proven quota track record of selling fund administration services into the Hedge Fund and Private Equity marketplace. Great sales opportunity with salary range $175-225k base (doe) with potential for 2x OTE. Please reference job #RES24-351.