Newest Job Openings
Interested in applying for these or our other job openings?
Email your resume to:
elisa.sheftic@rightexecutivesearch.com
Lead Advisor/Senior Financial Planner CFP -- RIA/Broker Dealer -- Avon, CT
Hiring in Avon, CT: Lead Advisor/Senior Financial Planner CFP for a growing hybrid RIA/Broker Dealer, over $650 million in AUM. Seeking a client-centered, holistic financial planner (CFP or in progress) with seven or more years of experience and eager to take ownership of client relationships and mentor junior advisors. Must be familiar with eMoney financial planning software and have broad range of financial advisory experience including tax and estate planning as well as portfolio construction and investment advisory. Great opportunity for a polished professional to join a thriving, collaborative team and enjoy full benefits slate and salary $90-$125k DOE plus performance-based bonus. Please reference job #RES26-512.
Client Service Associate - Investment & Insurance Support (RIA/Broker-Dealer) - Melville, NY
Hiring: Client Service Associate – Investment & Insurance Support in Melville, NY for a growing hybrid RIA/Broker-Dealer within the Avantax/Cetera ecosystem managing over $300M in AUM. Great opportunity for a CSA with 1–3 years of wealth management experience who is strong in investment account servicing including account openings, ACAT transfers, money movement, and client documentation, with life insurance underwriting support as a secondary function. Ideal candidate is organized, detail-oriented, and committed to delivering a high-quality client experience while supporting advisors and custodial workflows. Life & Health license a plus or willingness to obtain. In-office role with potential hybrid flexibility depending on experience. Salary range $70–80k plus bonus, profit sharing, 401(k) with match, medical benefits, and generous PTO. Please reference job #RES26-511.
Marketing Coordinator (B2B) -- wealth management firm -- hybrid in Wayne, PA
Hiring hybrid in Wayne, PA: Marketing Coordinator (B2B) for a growing wealth management and retirement plan advisory firm with approximately $700M in AUM. This role supports lead generation, digital campaigns, marketing automation, CRM management, content, SEO, and sales enablement. Ideal candidate has 1+ year of B2B digital marketing experience, preferably in financial or professional services. Experience with Salesforce or another CRM and marketing automation platform required, along with Google Analytics or Ads. Strong writing, organization, and attention to detail essential. Clear path to Marketing Director. Compensation requirements: $50k to $60k base plus performance-based bonus. Company-paid medical for employee, dental, vision for employee, 401k match, generous PTO, hybrid schedule. Please reference job #RES26-510.
Registered Client Service Associate -- wealth management firm -- Cheshire, CT
Hiring: Registered Client Service Associate in Cheshire, CT for a growing boutique wealth management firm providing individuals and families with highly personalized financial planning services. Great opportunity for a CSA with 2-3 years of experience who takes pride as a reliable point person and trusted partner to clients and advisors. Must hold Series 6 or 7 and Series 63 or 66 and be capable with financial planning. CRM, and Microsoft Office software. Small, welcoming team looking for a poised professional committed to delivering excellent client service. On-site role 5 days with potential 4 days in future. Salary range $70-95k depending on experience, plus 401(k) with match and a stipend for medical insurance. Please reference job #RES26-509.
Director of Finance (growing RIA/wealth management firm) - hybrid in either NYC or Washington DC metro area
Hiring hybrid in NYC or Tysons Corner, VA (DC metro area): Director of Finance for a fast-growing RIA/wealth management firm with a multinational footprint and over $2 billion in AUM. This is a pivotal role for a strategic finance leader who can help build and scale for the future while also delivering tactical oversight of financial infrastructure. The firm seeks a seasoned (10-15 years’) finance pro with background including significant experience at a growing ($2-$10 billion) RIA serving high-net-worth clientele. Must be capable in FP&A, financial modeling, budgeting, scaling for growth stages, negotiating and setting fee structures, developing KPIs, and overseeing technology spend. Hybrid 4 days in office at either NYC or DC office. Great hands-on opportunity with major organizational impact and pathway to CFO. Salary range $175k-$300k doe plus generous target bonus. Please reference job #RES26-508.
Account Executive (Fintech/SaaS sales) - hybrid, NYC or Baltimore office
Hiring hybrid in NYC or Baltimore, MD: Account Executive for a fast-growing AI and SaaS technology provider serving the asset management community with investment research and due diligence solutions. Tremendous growth opportunity in an individual contributor role owning the full sales cycle and selling to sophisticated institutional buyers. Requires 4+ years of fintech or SaaS sales experience, including at least 2 years selling into asset managers, with a proven quota-carrying track record. Hybrid schedule with 3 days in office, based in Midtown NYC or Baltimore, MD. Base salary $120k to $150k doe, plus commission with OTE $240k to $260k and equity. Please reference job #RES26-507.
Client Service Administrator/Associate (RIA) -- Orlando, FL
Hiring on-site in Orlando, Florida: Client Service Administrator / Client Service Associate for a highly respected, independent Registered Investment Advisor (RIA) known for its relationship-driven culture, exceptional client experience, and long-term client retention. This role supports client onboarding, account maintenance, money movement, ACATs, CRM management, reporting, and day-to-day advisor support in a collaborative, high-touch advisory environment. Ideal candidates bring 3+ years of experience in wealth management, RIA, broker-dealer, or financial services operations, strong attention to detail, excellent communication skills. Experience with platforms such as Schwab, Fidelity, Pershing, Envestnet, eMoney, Redtail, Salesforce, or Wealthbox is a plus. Offers strong long-term growth potential, generous contribution toward medical benefits, 401(k) match, and PTO. Compensation $50k to $65k base plus bonus. Please reference job #RES26-506.
Client Service Associate (Financial Planning firm) - on site, Germantown, MD
Hiring: Client Service Associate for an independent, growing financial planning firm in Germantown, MD. Perfect role for an early-career or returner CSA with long-term aspirations in the financial services industry, offering mentorship and professional development in both advisory and operations specialties. Fully in-office role requires minimum 2 years’ experience in an RIA, broker-dealer, or wealth management firm including exposure to both investment and insurance functions. Looking for great client communications skills and attention to detail, with strong proficiency in Microsoft Office programs and familiarity with CRMs and financial planning software (eMoney or similar). Tremendous opportunity with small, supportive team and great growth potential. Salary range $60-$70k doe plus performance-based bonus potential, plus medical insurance, 401(k), profit-sharing, and generous PTO. Please reference job #RES26-505.
Financial Advisor - potential succession path - Germantown, MD
Hiring in Germantown, MD: Financial Advisor for a highly respected, independent financial planning firm with over 40 years of success and approximately $450M in AUM. This is a relationship-driven role focused primarily on servicing existing clients across comprehensive wealth management and retirement income planning. The advisor-owner plans to retire within the next 5 to 10 years, creating a tremendous long-term opportunity for continuity of client relationships, career growth, and the potential to step into an expanded advisory role over time. The Financial Advisor will work closely with the Lead Advisor, meet with clients jointly and independently, prepare and deliver financial plans, support investment strategy and rebalancing, assist with performance reporting, and participate in referral-based business development. Requires 5+ years of wealth management experience, Series 7 and 66, holistic planning background, and strong relationship skills. CFP preferred or in progress. Base $80-$100k plus bonus, medical benefits, 401(k) match, generous PTO, direct mentorship, and a collaborative boutique culture. Please reference job # RES26-504.
Senior Wealth Advisor (RIA/Family Office) - hybrid in Florham Park, NJ
Hiring hybrid in Florham Park, NJ: Senior Wealth Advisor for a combined Family Office and RIA managing over $1.6 billion in assets and growing rapidly. The firm seeks an experienced senior financial advisor (8-10+ years) with CFP certification and Series 65 license, a client-first mindset and proven financial planning skills across tax, estate, insurance, and investment matters. The ideal candidate will excel at client relationships and enjoy mentoring junior advisors as they grow in the profession. Great opportunity with a collaborative, growing team and hybrid schedule (4 days in office), and comprehensive benefits package. Salary range $180k-$200k DOE, plus discretionary bonus. Reference job# RES26-503.
Chief Operating Officer - Commercial Real Estate investment firm - NYC
Hiring in NYC: Chief Operating Officer (COO for CRE) to drive operational performance and shape strategy for a multi-billion-dollar investment firm specializing in alternative commercial real estate (CRE) asset classes, including self-storage facilities, car washes, manufactured housing, and RV communities. Seeking a leader who can oversee and drive multiple functions including Operations, Data Science, HR, Marketing, Construction, and Revenue Management, with a proven track record in scaling and optimizing complex organizations. Ideal background includes senior leadership experience at a large alternative asset management firm or from a top management consulting firm such as McKinsey, Bain, or Accenture. Salary range $300k to $500k DOE, plus bonus. Reference job #RES26-502.
Controller - Fast-growing RIA/Wealth Management firm - hybrid in midtown NYC
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–$300K max with potential for discretionary bonus. Tremendous opportunity to join a growing firm. Please reference job #RES25-448.
Performance Manager (Investment Data Analyst/Manager) - on site, NYC
Hiring in NYC: Performance Manager (Investment Data Analyst or Manager) for a highly respected global equity investment management firm. This fully in-office role in New York involves performance reporting, risk and attribution analysis, data management, and analytics supporting investment, marketing, and client service teams. Ideal candidates will have 5 plus years in investment performance, strong experience with global equities, advanced Excel and FactSet skills, and a deep understanding of GIPS and performance standards. Must be analytical, detail-oriented, collaborative, and comfortable working with large datasets and investment systems. Great opportunity for a data-driven professional who enjoys improving workflows, building analytics, and supporting long-term investment strategies. Compensation is a $175k base plus significant bonus potential. Please reference job #RES25-457.
Client Service Associate - RIA/wealth management firm - Brentwood, TN (Nashville area)
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.
Fintech Sales Exec (sales hunter, buyside) – hybrid - NYC
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.
Corporate Retirement Plan Advisor (401(k) focus) - Baton Rouge, LA - hybrid
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.
Trust Advisor & Senior Trust Advisor (2 positions) - on-site in Anchorage, Alaska (relo assistance available)
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.
Interested in applying for these or our other job openings?
Upload or Email your resume to:
elisa.sheftic@rightexecutivesearch.com