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Interested in applying for these or our other job openings?
Email your resume to
elisa.sheftic@rightexecutivesearch.com

Sr. Business Development Executive, Higher Education/State-Local Govt vertical (IT consulting/solutions sales) - hybrid, Irvine CA

Senior Business Development Executive, Higher Education/State-Local Government vertical for a rapidly growing technology firm providing IT consulting and solutions to a range of industries. This position is responsible for IT consulting sales into the Higher Education and State-Local Government domain and requires 10 plus years of IT consulting services/solutions sales experience, “hunter” skills with a solid quota track record, and familiarity with CRM systems. Must be able to present at C-suite level. Experience with RFP process. Hybrid role based within Irvine, CA area. Great opportunity with base at $160-170k and potential for double OTE. Please reference job #RES23-201.

Market Data Sales Executive - NYC

Market Data Sales Executive in NYC for a leading provider of global financial and commodities market data. Great opportunity for a new revenue hunter with knowledge of buyside & sellside data usage, 5+ years of relevant fintech sales/business development experience, quota track record, sales pipeline builder, proficient with CRM platforms. Financial market knowledge across Fixed Income, Rates, Credit, FX, Interest Rate Derivatives. Travel as needed. Salary range $125-175k doe, potential for 2x OTE. Please reference job #RES23-202.

Sales Director, Capital Markets (IT consulting/solutions sales) - remote

Hiring remote: Sales Director, Capital Markets for a rapidly growing technology firm providing IT consulting and solutions to a range of industries. Location open – remote in U.S. This position is responsible for sales into the Capital Markets industries (traditional asset managers, PE, hedge funds, Tier 2 banks, etc.) and requires 10 years of software solutions/consulting services sales experience, “hunter” skills with a solid quota track record, and familiarity with CRM systems. Must be able to present at C-suite level. Existing network/relationships in this vertical is a plus. Great opportunity with base 160k -$170k and potential for double OTE. Please reference job #RES22-194.

Sales Director, Payments & Loyalty Sales - remote (ideal locations Atlanta, Dallas, or NYC)

Hiring remote (ideal locations: Atlanta, Dallas or NYC area): Sales Director, Payments & Loyalty Sales for a rapidly growing technology firm providing IT consulting and solutions to a range of industries. Location open – remote in U.S. (ideal locations: Atlanta, Dallas or NYC area). This position is responsible for sales into the payments industries and requires 10 years of software solutions/consulting services sales experience, “hunter” skills with a solid quota track record, and familiarity with CRM systems. Must be able to present at C-suite level. Existing network/relationships in the payments vertical is a plus. Great opportunity with base at $160-170k and potential for double OTE. Please reference job #RES22-195.

Marketing Director, Demand Gen (Tech solutions firm) - Hybrid role, location options: NYC, Edison, NJ; Atlanta, GA; Dallas, TX; Milwaukee, WI; Irvine, CA

Marketing Director, Demand Gen for a rapidly growing technology firm providing IT consulting and solutions to a range of industries. Seeking an experienced B2B marketing professional with 10+ years of experience, including extensive B2B demand-generation strategies within a technology services and solutions company. Role requires a dynamic, hands-on tactical marketer who will work with top management and external consultant, agency and offshore team to align marketing activities, brand and marcom collateral for maximum effect. Reports to the CRO. Must be proficient with demand-gen strategies, social media marketing and CRM platforms. Location preferences: NYC, Edison, NJ; Atlanta, GA; Dallas, TX; Milwaukee, WI or Irvine, CA. Salary range $140-160k doe, plus bonus. Please reference job #RES22-189.

Sales Director, Financial Services/BFSI - remote, NYC or Boston area preferred

Hiring Remote (NYC or Boston area preferred): Sales Director, Financial Services/BFSI for a fast-growing technology company specializing in AI-powered business intelligence software. Primarily remote from within East Coast, EST time zone. Seeking a skilled enterprise SaaS sales professional with a proven track record selling in the fintech/financial services space and experience with digital transformation strategy. Experience hunting new logos and closing strategic/complex deals (full cycle sales from prospecting to close). Requires solutions sales ability and C-level presentation skills. ERP or Procurement experience a plus. Great opportunity with an innovative company and pioneering technology, with room for financial and career growth. Base $150k-175k/Double OTE uncapped. Please reference job #RES22-191.

Bookkeeper/Staff Accountant - downtown Manhattan, hybrid

Bookkeeper/Staff Accountant for a busy, family-owned commercial printing company in NYC. Role requires 3-5 years’ experience with full accounting practices including A/P and A/R, billing, G/L, balance sheets, and financial reports/analysis. Must be proficient with QuickBooks and Excel. Work closely with company management and assist with operational tasks as needed. Primarily on-site role, esp. 1st of each month; hybrid flexibility after ramp-up. Downtown Manhattan. Salary $65k-80k base. Please reference job #RES22-198.

Senior Private Wealth Client Associate (RIA firm) - NYC, hybrid

Senior Private Wealth Client Associate in New York City for a growing independent wealth management firm/RIA. Hybrid role (1 day per week in midtown NYC office). Requires 4-6 years of client service experience working with High Net Worth (HNW) client accounts in a wealth management / financial services environment, e.g., Registered Investment Advisory (RIA), wirehouse etc. Must be proficient with Excel and MS Office suite; Equities, fixed income, alternatives and asset allocation experience, familiarity with Addepar, eMoney, Wealthscape or similar platform is a plus. Proactive approach and extensive client contact. Excellent growth opportunities with exceptional corporate culture and amazing team. Please reference job #RES22-197.

Private Wealth Client Associate (RIA firm) - NYC, hybrid

Private Wealth Client Associate in New York City for a growing independent wealth management firm/RIA. Hybrid role (1 day per week in midtown office) NYC. 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), wirehouse etc. Must be proficient 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 opportunities with exceptional corporate culture and amazing team. Please reference job #RES22-196.

Sales Director, Manufacturing (IT consulting/solutions firm) - remote in U.S.

Sales Director, Manufacturing for a rapidly growing technology firm providing IT consulting and solutions to a range of industries. Location open – remote in U.S. This position is responsible for sales into the manufacturing industries and requires 10 years of sales experience in the IT Consulting & Solutions industry, experience selling into manufacturing clients, “hunter” skills with a solid quota track record, and familiarity with CRM systems. Must be able to present at C-suite level. Existing network/relationships in the manufacturing vertical. Great opportunity with base $160-$170k and potential for double OTE. Please reference job #RES22-193.

Hiring: Accountants, Audit & Tax professionals -- remote, NY & NJ opportunities

Hiring: Numerous openings for Accountants, Audit & Tax professionals at Public Accounting/CPA Firm.
Locations: Remote, NY and NJ opportunities
Level: all levels: $75k-200k base, doe
Public accounting firm experience is a must. Audit & Tax experience is a plus.
Please reference #RES22-192.

Senior Human Resources Business Partner (HRBP) -- hybrid, NYC

Senior Human Resources Business Partner in NYC for a large global investment firm. Position requires HR professional with 10 years’ experience in the investments or capital markets industry, strong executive presence, and SHRM certification (CP/SCP or PHR/SPHR). Able to work with top management and lead talent and performance management, compensation, workforce planning, and HR initiatives. HR Compliance exp req. Workday HRIS experience is a plus. Responsibilities include tactical and strategic; own the role as a company resource, interacting with all levels up to and including executive coaching. Hybrid 2-3 days/wk remote. Salary base at $175k-210k plus significant bonus potential. Please reference job #RES22-190.

Investment Operations - Senior Associate or VP -- San Francisco or Reno

Investment Operations – Senior Associate or VP for an investment firm serving select ultra high net worth (UHNW) families, foundations and endowments, San Francisco or Reno office (both hybrid environments). Position requires 5-7 years of reconciliation and reporting experience working with UHNW client investments/estates and strong knowledge of Advent Portfolio Exchange (APX), Axys, Tamarac or Addepar. Must have detailed understanding of transactions for equity, fixed income, derivatives and alternative investments. Tech-savvy troubleshooter, project manager. Oversee back-office vendors. Relo will be considered for right candidate. Salary range $125-175k doe plus bonus. Please reference job #RES22-170.

Securities Valuation Governance Specialist/AVP - Boston (hybrid)

Securities Valuation Governance Specialist/AVP for one of the world’s leading custodian banks and asset managers. Boston-based hybrid role responsible for governance and oversight of pricing of underlying investments and funds, manages issue resolution, stakeholder interaction. Requires 6-8 years of financial operations experience, knowledge of securities pricing, financial instruments, capital markets. Salary $100-110k base plus bonus. Please reference job #RES22-187.

Custody Integrations/AVP - Quincy, MA

Custody Integrations expert/AVP in Quincy, MA for one of the world’s leading custodian banks and asset managers. Great opportunity for experienced finance/banking professional with in-depth knowledge of back-office operations, project management and excellent relationship management skills. Responsible for all facets of large-scale client integrations; ensure all tools and training in place prior to conversion. Salary $100-100k base plus bonus. Please reference job #RES22-186.

Private Equity Fund Administration/AVP - Boston area or Princeton or Clifton, NJ

Private Equity Fund Administration/AVP in Boston area or Princeton or Clifton, NJ (hybrid). Managerial opportunity within alternative investment services group of a leading global custodian bank and asset manager. Manage integration of new business and client relationships, deliverables in workpapers, quarterly and annual financial statements, capital calls. Must have strong technical investment accounting knowledge (CPA a plus), experience in PE and at least 7 years of accounting experience, including supervisory responsibilities (3-4 years). Experience with Investran, Geneva or other partnership accounting applications is a plus. Salary range $100-125k doe, plus bonus. Please reference job #RES22-185.

Integration Project Manager/AVP (hybrid role) - Boston

Integration Project Manager/AVP in Boston (hybrid role) for one of the world’s leading custodian banks and asset managers. Great opportunity on a global services team, requiring 5+ years of operations or financial industry experience and proven ability to manage large, complex projects. Proficient with Microsoft Office suite, Visio, and Flowcharting. Salary $100-110k base plus bonus. Please reference job #RES22-184.

Sr. Sales Executive - Buyside OMS -- NYC, Boston or Philadelphia

Remote (NYC, Boston, Philadelphia): Sr. Sales Executive – Buyside OMS for NYC team with a global fintech provider serving the buyside, i.e., hedge funds, traditional asset managers. Requires 8+ years of Order Management Systems sales experience, proven track record, buyside market knowhow. Full-cycle sales from pipeline to close, C-level presenter, consultative. The Senior Sales Executive must be a true “hunter” with a proven track record generating new business and expanding market share. Salary $150-200k base, 2x OTE Please reference job #RES22-132.

Senior Financial Planner/Advisor - NYC

Sr. Financial Planner/Advisor (CFP, CFA, or CPA) for a leading, fee-only wealth management firm, NYC office. Highly selective firm seeks top-tier candidates with three to seven years of experience, CFP certified or passed exam, proven ability to manage client relationships, strong communication skills (first point of client contact plus speaking to groups). Must have strong academic background (high GPA and test scores). Salary range $100-120k plus bonus. Please reference job #RES22-181.

Wealth Strategies Associate - Memphis, TN

Wealth Strategies Associate in Memphis, TN for a growing wealth management firm/family office and trust company. Position requires college degree, analytical skills (financial modeling) and relevant experience with tax, trusts, investments or financial planning in financial services organization. Strong client service skills, proficiency with Excel and PowerPoint. Please reference job #RES22-180.

Relationship Associate (wealth management) - Atlanta, GA

Relationship Associate in Atlanta, GA for a growing wealth management firm/family office and trust company. Position supports senior wealth strategists and requires college degree, 3+ years of financial planning or investment client service, proficiency with Excel and PowerPoint, experience with investment platforms. CFP, CPA, CPWA or other advanced designation preferred. Please reference job #RES22-179.

Relationship Associate (wealth management) - Nashville, TN

Relationship Associate in Nashville, TN for a growing wealth management firm/family office and trust company. Position supports senior wealth strategists and requires college degree, 3+ years of financial planning or investment client service, proficiency with Excel and PowerPoint, experience with investment platforms. CFP, CPA, CPWA or other advanced designation preferred. Please reference job #RES22-178.

Director of Personal Trust - Wilmington, DE

Director of Personal Trust in Wilmington, DE for a growing, well-known trust company. Leadership position managing trust officers and administrators within the group, interacts with alliance partners, investment officers, relationship managers, advisors and clients. Requires college degree (CTFA and JD a plus), and minimum 10 years’ personal trust administration experience, including team lead experience. Please reference job #RES22-177.

Institutional Trust Officer - Wilmington, DE

Institutional Trust Officer in Wilmington, DE (hybrid) for a thriving, well-known trust company. Newly added position due to client volume. Seeking a service- and solutions-oriented trust professional with 5+ years of retirement and institutional trust custody service administration experience. Ability to work with retirement plans, foundations, endowments, corporate operating accounts and escrows. Relo assistance available. Please reference job #RES22-176.

Fiduciary Trust Tax Manager - Wilmington, DE

Fiduciary Trust Tax Manager in Wilmington, DE for a rapidly growing trust company. Position is responsible for reviewing trust documents, tax returns, transaction tax coding, etc. and working with the company’s trust officers and its external tax preparer. Requirements: College degree, 2-4 years of experience with fiduciary income tax preparation or trust administration, ability to handle high-level review and identify tax compliance issues such as foreign reporting. Please reference job #RES22-175.

Accounting Manager (hybrid) - King of Prussia, PA

Accounting Manager (hybrid, King of Prussia, PA) for a specialty financing/loan servicing firm that is a well-established leader in alternative tuition and trade school financing servicing. Role requires minimum 7 years’ relevant accounting/audit experience in a regulated environment, including 3 years’ supervisory/team lead. Lending/consumer finance background preferred. Advanced Excel user; knowledge of MS Access and/or SQL a plus. Great opportunity with growing firm. Work on site 3 days/week (hybrid). Salary range $100-130k doe, plus bonus. Please reference job #RES22-174.

Human Resources Manager - Fairfield, NJ

Human Resources Manager for a nationally recognized wealth management firm based in Fairfield, NJ. Hands-on, on-site role working with executive team, directing people management and driving best practices. Requires 5+ years of HR generalist experience, including experience with compliance (knowledge of state & federal employment regulations), compensation, payroll & benefits management, performance review programs and HRIS systems required (Paylocity is a plus.) SHRM or HRIC certification a plus. Wealth management and/or professional services industry experience is a plus. Salary range $120-150k plus bonus. Please reference job #RES22-168.

Senior Account Executive, SaaS sales - New York, NY

Senior Account Executive, SaaS sales for a rapidly growing global provider of award-winning cybersecurity technology, NYC office. Seeking a strong sales hunter (into new logos) of 5-15 years’ experience with SaaS (cybersecurity, adtech or martech), quota track record with $100k and up ACV sales. Previous startup experience preferred. Great growth potential, driving new-logo sales in North America with direct brands, agencies and publishers and managing a territory of named accounts. Salary range $120-150k base plus commissions, OTE $200-250k uncapped.. Please reference job #RES22-172.

Portfolio Manager/Commercial - NYC (hybrid)

Portfolio Manager/Commercial for a leading banking institution, NYC office (hybrid). This position is responsible for managing a designated commercial portfolio and is a vital part of a small team including relationship managers and an underwriter. Role requires knowledge of commercial & industrial lending and three or more years’ experience with managing commercial credit and non-credit products, including cash flow, financial and creditworthiness analysis. Great potential for growth in underwriting and lending specialties. Salary range $125-165k base plus bonus. Please reference job #RES22-171.

Fund Accounting Business Analyst/AVP -- Boston or Quincy, MA (hybrid)

Fund Accounting Business Analyst/AVP in Boston or Quincy, MA (hybrid role) with a leading global custodian and asset manager. Team leadership position in the accounting workstream of ETF integration team, analyze capabilities & critical workflow, key contact, coordinate staff training. Requires 8 years of financial operations experience including team management and client/fund launch background. Salary range $100-110k plus bonus. Please reference job #RES22-188.

FP&A/Financial Analyst - mainly remote, Philadelphia area

FP&A/Financial Analyst in Philadelphia, PA (mainly remote/few days per month in office) for a well-respected organization catering to the financial services industry. The position works closely with top management and requires 5-10 years of relevant FP&A experience (budgeting, forecasting, P&L, etc.) and at least 3 years in financial analysis and visual analytics; advanced Excel & PowerPoint skills and use of PC-based accounting systems. Tableau experience is a plus. Mostly remote; must be in office as needed or meetings once/twice a month. Exceptional corporate culture within a company that is committed to creating a diverse and inclusive environment. Salary range $90-115k plus bonus. Please reference job #RES22-151.

AVP/Investment Operations Client Service - remote (Boston area)

Remote: AVP/Investment Operations Client Service in Boston, MA area for one of the world’s leading custodian banks and asset managers. Seeking a client service/relationships professional with 7 or more years of experience onboarding new clients and implementing new funds, ability to triage problems servicing private equity, hedge and real estate funds. Requires knowledge of AML/KYC policies, strong process orientation and client-facing communication skills. $100-110k base salary plus bonus. Please reference job #RES22-169.

Administrative Assistant - Ramsey, NJ

Administrative Assistant for a busy wealth management firm in Ramsey, NJ. In-office support role for a team-oriented administrative professional. Heavy calendaring work and general admin duties including use of CRM system, assisting with newsletter, printing, form letters, etc. Minimum 2 years’ experience in office support; financial services experience a plus. Great role with a collegial team for a detail-oriented, process-driven, “can-do” person. Salary range $55-65k plus bonus. Please reference job #RES22-167.

Wealth Management Client Service Associate - remote within NYC metro area

Wealth Management Client Service Associate (remote within NYC metro area) for a small, successful RIA based in Ridgewood, NJ area. Work remotely daily but travel to Ridgewood area 1-2x/month for employee events. Seeking a Client Service professional with 3+ years of experience supporting an advisor/RIA, proficient with money movement, ACH and wire transfers, familiar with CRM and financial planning systems. Redtail, Fidelity IWS, eMoney and Orion Advisor platforms a plus. Remote but vital position that will become backbone of the firm’s client operations & servicing. Salary range $65-75k base plus target bonus. Please reference job #RES22-166.

Assistant Vice President, Trust Operations - Houston, TX

Assistant VP, Trust Operations in Houston for a longtime, independent trust company known for its excellent fiduciary services in asset management and administration of trusts, estates, and foundations. Seeking an experienced (2-4 years exp) administrator with transaction and processing knowledge, client-focused, familiar/experienced with trust systems. SEI system experience is a plus. Salary range $70-85k base plus short- and long-term bonus program. Please reference job #RES22-165.

Customer Sales Analytics Administrator -- NYC or Miami (hybrid)

Customer Sales Analytics Administrator in NYC or Miami (hybrid) for a top-tier banking institution. Excellent opportunity for analytics professional with skills in data visualization and business intelligence tools, interpreter of Salesforce CRM data (business lead), ability to identify data gaps. Requires minimum 5 years in business analyst or related role working with CRM and KPI data, dashboards, and BI, data visualization, reporting tools. Strong presentation skills. Salary range $130-145k plus bonus. Please reference job #RES22-163.

Sales Relationship Manager (Banking industry vertical) - remote

Sales Relationship Manager (Banking industry vertical) for a well-respected organization catering to the financial industry community. Remote role; HQ in Philadelphia, PA. Position requires 7-10 years of direct, consultative selling experience, specifically b2b into banking clients/prospects, and sales quota/track record, knowledge/network with large banks and financial services institutions, use of CRM (Salesforce Pardot) and social media. Exceptional corporate culture within a company that is committed to creating a diverse and inclusive environment. Salary base $100-120k plus commission/ bonus. Please reference job #RES22-152.

Professional Resume Writer (Financial Services experience) - remote, freelance

Financial Services Professional Resume Writer Freelance, hourly or per-project basis) (Remote) for an executive recruiting company in Northern NJ.
Seeking experienced financial services professional with recruiting or hiring manager experience to assist selected candidates with resume writing and Linkedin profile updates on a referral basis. Willing to train as the company requires the use of recommended resume formats by its writers and provides input and review of the work to meet corporate standards.
5+ years specifically within the financial services industry is required. Strong writing skills and demonstrated ability to tell the candidate’s “story” succinctly and professionally, showcasing his/her best qualifications. Knowledge of social media sites such as LinkedIn and online job boards. Advanced proficiency with Microsoft Word, strong analytical skills with the ability to learn new processes quickly, strong client relationship skills, reliable, organized, and meticulous attention to detail, able to think creatively and willingness to follow and conform to company templates, standards, and processes. Please reference job #RES22-183.

Senior Trust Officer/Client Service Executive - Reno, NV

Senior Trust Officer/Client Service Executive for a rapidly growing retail trust & fiduciary firm in Reno, NV. Requires 10+ years of trust administration/planning experience working with Ultra High Net Worth (UHNW) clients and complex assets and trust structures. Senior position requires JD, advanced degree or professional certification (CTFP, CFP, CFA) and background with sophisticated trust and estate services, including advisory services in tax, legal, compliance, and investment matters. Key management role within a highly professional and intellectually rigorous firm offering exceptional trust services while maintaining a collegial team and culture of work-life balance. Reports directly to president of the firm. Must reside in Nevada; generous relo offered. Salary range $250-400k base doe, plus bonus. Please reference job #RES22-144.

Interested in applying for these or our other job openings?
Upload or Email your resume to: 

elisa.sheftic@rightexecutivesearch.com

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