Newest Job Openings

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.

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.

Hiring on-site in Pittsford, NY: Practice Manager for a highly successful and growing wealth management firm in the Rochester market area. True second-in-command role supporting the firm President and Lead Advisor with day-to-day operational leadership and forward-looking strategic guidance as the firm scales in its next growth phase. Fantastic opportunity for an experienced senior operations or practice manager with 5+ years in broker-dealer, RIA, or financial planning field and desire to make real impact on operating quality and business growth. Requires entrepreneurial leadership style in combination with skilled team management and hands-on client service skills, proficiency with Excel and common RIA tech platforms, champion of best practices and business growth. Securities licenses and/or CFP a plus. Salary range $125k - $140k doe, plus bonus; great long-term growth potential. Relocation Assistance will be considered. Please reference job #RES26-501.

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.

Hiring fully in-office in Towson, MD: Manager of RIA Operations & Client Support for a boutique wealth advisory firm that has been serving individuals and small businesses for 25 years. This role requires 3 to 5 years of RIA operations experience supporting financial advisors and a strong client-service mindset, equipped to oversee onboarding, manage service workflows, and ensure a seamless, high-touch client experience. This is a great opportunity to join a respected firm in a key position with broad exposure across operations, billing, compliance support, and client service. Salary range $75k to $85k doe plus bonus, stipend toward medical benefits, PTO, 401(k), etc. Please reference job #RES25-458.

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.

Hiring NYC: Head of Commercial Banking and Lending for a fast-growing, tech-forward digital commercial bank serving mid-market companies. This on-site or hybrid role in New York, NY is heavily relationship-management focused and operates as a true player-coach position, with approximately 75 percent of time devoted to hands-on RM responsibilities including new business origination, client relationship management, deal structuring, and mentoring Relationship Managers, alongside oversight of C&I, CRE, and specialty lending activities. Ideal candidates will have 15+ years of commercial banking experience with a strong track record as a Relationship Manager or RM leader, deep exposure to mid-market lending, formal credit training, and experience supervising RM teams while remaining personally active in production. Must be comfortable driving revenue growth, expanding lending portfolios, and partnering closely with executive leadership in a regulated banking environment. Executive-level opportunity with high visibility, competitive base salary of $175k to $225k DOE plus bonus and full benefits. Please reference job #RES25-456.

Hiring on site in Cherry Hill, NJ: Client Service Associate / Executive Assistant for a long tenured, successful RIA wealth management firm. This on-site role supports the founder with day-to-day administrative needs while assisting with operational workflows and client service, including wires, ACATS, new account openings, and general client inquiries. Ideal candidates will have 5 to 7 years of experience in a Client Service Associate and senior administrative role within an RIA, broker-dealer, or family office, with strong proficiency in Microsoft Office, virtual meeting platforms, calendaring, and direct client communication. Must be polished, highly organized, and comfortable serving as a key linchpin in a busy, close-knit office environment. Compensation range is $75k to $90k depending on experience, plus bonus potential, medical, and dental benefits. Please reference job #RES25-454.

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 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.

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 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.