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Newest Job Openings

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

Cash/Treasury Management Associate - NYC or Chicago

Cash/Treasury Management Associate in NYC or Chicago for a leading national real estate lender and asset manager. Prior cash & treasury management experienced preferred; will consider 1-3 years’ related experience in finance, credit, lending, real estate. Must have college degree, excellent communication skills, aptitude for financial analytics. On-site role; vaccination required. Please reference job #RES22-136.

Loan Underwriter & Financial Analyst - NYC or Dallas

Loan Underwriter & Financial Analyst in NYC or Dallas for a leading real estate lender and asset management firm. The role requires 1-4 years’ experience as a Real Estate Financial Analyst or Loan Underwriter, and advanced Excel skills. HUD “MAP” and/or “Lean” underwriter approval is a plus. Significant growth opportunity in real estate finance, working with multifamily, healthcare and commercial real estate assets and capital solutions. On-site role; vaccination required. Please reference job #RES22-135.

Staff Accountant (RE finance & asset management) - NYC

Staff Accountant in NYC for a leading real estate lender and asset management firm. The role requires 1-3 years’ experience in corporate or public accounting and advanced Excel skills, excellent communication skills. CPA certification a plus. Work with controller and fund administrator – great opportunity with career growth potential. On-site role; vaccination required. Please reference job #RES22-134.

Asset Management Associate - NYC or Atlanta (on-site)

Asset Management Associate in NYC or Atlanta for a leading national real estate lender and asset manager. Requires minimum 4 years of work experience in finance, credit, legal, real estate, or related business roles. Assists in managing portfolio of investments across debt and equity and real estate classes, works with financial modeling, commercial loan underwriting, and due diligence. Excellent opportunity with growth potential; fast-growing joint-venture firm. On-site role; vaccination required. Please reference job #RES22-129.

Associate Financial Advisor/Planner (CSAs & Operations considered) - Houston, TX

Associate Financial Advisor / Financial Planner (CSAs and Operation candidates will be considered) in Houston, TX for a boutique RIA. Direct impact, long-term growth and potential equity in the future with this position, working closely with lead advisor and supporting client relationships. Requires 2-3 years of wealth management experience including client interaction at RIA or family office; CFP or CFP candidate preferred, Series 65, strong Excel skills. Fully in-person at outset; hybrid potential down the road. Vaccination required. Please reference job #RES22-123.

Senior Marketing Professional (Wealth Mgt. firm) - NYC hybrid

Senior Marketing Professional for a leading, top-ranked Wealth Management firm in NYC. Hybrid on-site/remote. Key focus on digital marketing including content creation, social media campaigns, A/B testing, lead generation, performance data, webinars and podcasts. Requires 5+ years of experience, preferably in financial services marketing, and proven abilities with content creation, proficiency with social media platforms, project management. Great opportunity with prestigious firm, excellent benefits program. Please reference job #RES22-128.

Financial Planning Specialist - NYC (hybrid)

Financial Planning Specialist for a leading, fee-only wealth management firm, NYC office (hybrid on-site/remote). Great opportunity for an aspiring financial planner with 2+ years of financial planning, wealth management or tax planning experience to join a highly selective, prestigious firm and learn from top-ranked advisors. Requires minimum of 2 years’ experience (financial planning/wealth management) and excellent communication and client service, relationship skills. Holding or in progress toward obtaining CFP, CFA or CPA certification also a strong plus. Please reference job #RES22-119.

Corporate Controller - NYC hybrid

Corporate Controller in NYC for a rapidly growing firm with interests in the US and UK. Hybrid role (on-site & remote) reporting to the CFO. Supervise accounting staff and contracts, manage monthly close, tax reporting, business analytics and oversee shared service operations. Position requires 5-7 years of relevant finance experience including prior supervisory experience; background in public accounting and CPA preferred. Must be a skilled accountant and leader capable of scaling business processes to accommodate growth. Please reference job #RES22-127.

Fund Accounting - remote roles if based in NJ, NY, MA or GA

Many REMOTE positions available in Fund Accounting with a large custodian bank and asset manager. Work remotely as long as residing in one of the following states: New Jersey, New York, Massachusetts or Georgia. Positions available at varied experience & qualification levels from Senior Associate and Admin Officer level through Assistant VP and VP, in departments specializing in Real Asset Funds, Private Equity, or Hedge Fund Accounting. Associate levels will consider general ledger/public accounting experience as well as CPA or certification in progress, advanced Excel proficiency. Higher-level roles require graduated years of experience with fund accounting/admin in the particular asset classes, relevant technology platforms, and leadership background. Tremendous opportunity to work remotely for a global leader in financial services; comprehensive benefits package, too. Please reference job #RES22-126.

Associate Financial Planner - Melville, L.I., NY.

Associate Financial Planner for a growing wealth management firm (RIA) in Melville, NY with well-established practice serving High Net Worth (HNW) clients. Non-sales position; requires 3-5 years of client-focused experience in holistic financial planning (financial planning, tax, estate and investment advice) and CFP or certification in progress. Knowledge of E-Money, Orion and Junxure platforms a plus. Hybrid; 3 days/wk in office, 2 remote. Potential long-term partnership opportunity. Please reference job #RES22-125.

Lead Credit Analyst - Stamford, CT

Lead Credit Analyst for an energy utility company based in Stamford, CT. The company manages multiple power plants in the Northeast & Midwest and is a significant contributor to NYC’s power supply. The Lead Credit Analyst plays a key role in managing credit exposures, including setting credit limits and managing company assets & collateral. The position requires 2-6 years’ experience in credit management, assessing counterparty creditworthiness, negotiating contract terms, monitoring and reporting. Must be proficient with Excel. Familiarity with Bloomberg and energy/power background preferred. On-site role; vaccination required. Position offers bonus and great growth potential. Please reference job #RES22-124.

Associate Financial Advisor / Financial Planner - Houston, TX

Associate Financial Advisor / Financial Planner in Houston, TX for a boutique RIA. Direct impact, long-term growth and equity potential with this position, working closely with lead advisor and supporting client relationships. Requires 2-3 years of financial planning experience including client interaction at RIA or family office; CFP or CFP candidate preferred, Series 65, strong Excel skills, use of CRM and financial planning software. Fully in-person at outset; hybrid potential down the road. Vaccination required. Please reference job #RES22-123.

Trust Officer - Reno, NV

Trust Officer for a rapidly growing retail trust & fiduciary firm in Reno, NV. Requires 5+ years of trust administration or planning experience working with High Net Worth (HNW) clients and complex assets and trust structures. College degree and either advanced degree or professional certification (CTFP, CFP, CFA) required. Excellent career opportunity for an accomplished trust & fiduciary professional: Report directly to the president of the firm and be key contributor to policies, practices and day-to-day operations of an expanding team. Please reference job #RES22-122.

Business Analyst (fintech) - NYC

Business Analyst in NYC for a leading global fintech provider. Seeking 3-5 years of analyst experience, knowledge of hedge fund process and alternative asset management systems, proficient with Excel, Visio, SQL, good understanding of SDLC. Able to work with clients and technology team; manage projects. Great opportunity with thriving firm; work independently as well as with teams and top management on goals, strategies and product development. Please reference job #RES22-130.

Sr. Client Service Associate/Relationship Manager - NYC (hybrid)

Senior Client Service Associate/Relationship Manager in New York City (hybrid) for a growing independent wealth management firm (RIA). Requires 3-6 years of experience in a high net worth (HNW) wealth management / financial services environment, e.g., RIA or wirehouse or private bank. Proficiency with Excel required. A plus: Experience with asset allocation; familiarity with Addepar, eMoney, Wealthscape or similar platform. Proactive approach and extensive client contact. Excellent growth opportunity in numerous areas. Please reference job #RES22-120.

Entry-level Operations Associate - Greenwich, CT.

Entry-level Operations Associate (Clearing Dept.) for a large fintech/brokerage firm in Greenwich, CT. Position works with electronic trading and post-trade functions and offers a unique opportunity to learn and grow in many facets of the brokerage business and financial technology. Requires college degree (Finance, Economics, or Mathematics preferred), competent Microsoft Office Suite and strong computer skills, analytical and problem-solving talents, excellent communications. Great benefits program and career growth potential. Please reference job #RES22-131.

Senior Investment/Portfolio Professional (wealth management/RIA) - NYC

Senior Investment/Portfolio Professional for a growing wealth management firm/RIA in NYC. High-visibility role working with the firm’s CIO; requires 5-10 years of experience evaluating and allocating to investment managers. Experience at a family office, endowment, foundation, etc. Monitor external investment managers across public and private markets; lead investment idea generation, due diligence, and make investment recommendations. Must be skilled in portfolio construction, asset allocation, risk management. Please reference job #RES22-117.

Real Estate Accountant/Property Accountant - Clifton, NJ

Real Estate Accountant / Property Accountant for a real estate management office in Clifton, NJ. Position available for staff accountant or senior accountant-level professional. Must have experience handling budgets, bank reconciliations and month-end close. Familiarity with Yardi property management software is a plus.
Please reference job #RES22-114.

Account Manager - NYC

Account Manager for a global provider of credit intelligence, data and analytics serving the world’s financial, legal and investment communities. The firm has an opening in NYC for an experienced account manager (3+ years) with background renewing subscriptions, upselling & cross-selling solutions to consulting, advisory, and banking clients. Seeking an account growth planner & relationship builder with strong quota track record and proficiency with Salesforce CRM.
Please reference job #RES22-113

Account Manager - NYC

Account Manager in NYC for a leading provider of research, analytics & business intelligence to the financial services sector. Manage a portfolio of assigned customers in North America, nurture long-lasting relationships, develop new business from existing clients and actively seek new sales opportunities. Position requires 6+ years of sales experience including active client management responsibilities and excellent listening, communication, negotiation and presentation skills.
Please reference job #RES22-112.

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

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. Excellent opportunity and earning potential for a strong sales hunter. Domestic travel. Please reference job #RES22-132.

B2B Enterprise Account Executive (SaaS sales) - remote

Remote: B2B Enterprise Account Executive (SaaS sales) with experience selling software to pharma, medical device, biotech, life science or CPG companies. Fully remote position for a sales hunter with strong quota track record, 3+ years of B2B SaaS sales into life science organizations at mid- to C-level, and global sales experience. Adept with various sales methodologies; familiarity with Gap Selling preferred. Please reference job #RES22-133.

Certified Financial Planner (CFP) - NYC

Certified Financial Planner (CFP) for a prestigious RIA/wealth management firm in NYC. Requires 4-6 years of financial planning experience, proven success working with internal stakeholders and High Net Worth (HNW) clients. CFP designation or in progress. Experience with eMoney or similar software a plus. Position offers excellent professional exposure, learning opportunities, and room for growth. Contact: elisa.sheftic@rightexecutivesearch.com.
Please reference job #RES21-327.

Tax professional - transition to Financial & Wealth Planner - NYC

Tax Person Seeking Transition to Financial & Wealth Planner in New York City. A prestigious wealth management firm serving High Net Worth (HNW) clients seeks a tax professional from public or private accounting background (2-6 years’ experience) who would like to transition to a full-service planning career as a financial planner/advisor. Use your tax expertise while training with senior team members/ mentors on designing and implementing effective wealth planning solutions for HNW individuals, families, and family offices. Excellent opportunity to grow professionally and enjoy better work/life balance (no tax compliance work, no busy season). Please reference job #RES21-345.

Trust Advisor - Reno, NV

Trust Advisor in Reno, NV for a rapidly growing trust and fiduciary services firm serving High Net Worth (HNW) clients. Position requires 3+ years of experience with trust administration or planning services for HNW clients with complex assets, including strong working knowledge of trust accounting and tax prep/planning experience. Must have bachelor’s degree with additional professional certification (CTFP, CFA, CFP) or advanced degree. Note: RELO assistance offered. Please reference job #RES21-514.

Account Manager (Analytics firm) - NYC

Account Manager in NYC for a leading analytics provider serving the global strategy, research, and quant communities, including bulge-bracket financials and federal institutions, data scientists and risk managers. Position requires strong economics knowledge, experience with account management & sales to large, complex institutions, presentation skills, degree in economics (or related), ability to work with large Excel files and an aptitude for statistical software. Primarily North American client base but should have flexibility to travel internationally. Please reference job #RES21-365.

Client Experience Specialist (CSA) - Ramsey, NJ

Client Experience Specialist (CSA) for a boutique financial planning and investment management firm in Ramsey, NJ. The position requires minimum 5 years in retail financial services, including experience with client service administration (onboarding new clients, working with custodians, billing and audits, reporting, compliance) and marketing support with event & meeting planning, updating website & social media, CRM. Software experience with Fidelity Wealthscape, Envestnet Tamarac, Redtail CRM is a plus. Please reference job #RES21-815.

Account Manager, Buyside - NYC (hybrid)

NYC hybrid role: Account Manager, Buyside for a leading provider of technology solutions and services to the alternative investment industry. Seeking an experienced account manager (3-8 years) with a strong understanding of the alternatives’ ecosystem, including operations and technology landscape to handle a dedicated territory/client list. Must possess executive-level client communication skills and knowledge of alternatives, asset managers, trade lifecycle and operations; proven account management, renewal/retention experience. Vaccination required. Please reference job #RES21-378.

Executive Director - GRC Business Development - NYC hybrid

NYC hybrid: Executive Director – GRC Business Development (regulated investment solutions) for a leading provider of institutional Governance Risk and Compliance (GRC) services to the asset management industry. Position requires an advanced degree, 5-10- years of GRC sales experience, and knowledge of US/EU regulated investment products, offshore fund structuring and regulatory compliance solutions.
Please reference job #RES21-825.

Client Service Associate/Relationship Manager - NYC (hybrid in-office/remote)

Client Service Associate/Relationship Manager in New York City (hybrid in-person/remote) for a growing independent wealth management firm/RIA. 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), warehouse 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 #RES21-400.

Sr. Director Business Development (PE Fund Administration sales) - NYC

Sr. Director Business Development (PE Fund Administration sales) in NYC for a leading global provider of administration services and technology. Great opportunity on global sales team focused on growing Funds business in North America. Individual contributor role, requires 8+ years of relevant sales/business development experience, strong knowledge of fund services/accounting needs, quota track record as hunter, pipeline builder. Private equity network ideal. Please reference job #RES21-382.

Managing Partner, Law Firm - Philadelphia

Managing Partner for a thriving boutique Workers’ Comp Defense law firm in Philadelphia, PA. Seeking an experienced MP/attorney (minimum 8 years) with experience managing a law firm. Proven experience with direction and accountability for operations of the firm, including financials. Must be member of the Pennsylvania state Bar.

Fintech Sales Director (selling into Hedge/Alt Funds) - multiple US locations

Fintech Sales Director (selling into Hedge/Alt Funds) in NYC, Boston, West Coast, Chicago, and Dallas for a leading provider of technology solutions currently expanding US sales. Position requires 8 plus years of experience & successful quota track record selling into traditional asset managers, alternative fund managers and/or asset management arms of insurance companies. Solid exp with fixed income, credit funds and/or private assets is a plus. Solutions may include Managed Services, Reconciliation, Treasury Management, Regulatory, etc. Strong hunter to drive new logo sales in US; C-suite presentation skills. Inside sales and marketing support.

Fintech Account Executive - NYC

Fintech Account Executive in NYC. We are seeking experienced Fintech SDRs and inside sales professionals looking to take the next step in their careers as full-cycle sales executives. Great opportunity with a leading provider of financial technology solutions currently expanding US sales. Position requires 2-4 years of fintech solutions sales experience with demonstrated track record. Must have experience prospecting, building pipeline (strong hunter knowhow) to drive new logo sales in US; excellent client-facing demo and presentation skills.
Please reference job # RES21-377.

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

elisa.sheftic@rightexecutivesearch.com