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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.
VP Sales Leader, Wealth Management Segment - NYC hybrid
VP Sales Leader, Wealth Management Segment sales for a leading global fintech provider, NYC midtown office. (Hybrid on-site & remote). Sales team leader focused on sell-side clients, broker-dealers and banks. Seeking consultative, C-level sales pro with 10-15 years of experience selling tech solutions & SaaS to financial institutions, strong team quota track record.
Account Manager, GRC - remote/USA
Account Manager, GRC (remote position/USA) for a leading governance, risk and compliance (GRC) solutions provider to the financial services industry. The company has several openings (remote) for Account Manager, handling an assigned client pool with an associated revenue target. The role requires 8-10 years of client-facing experience, including 5+ years of sales experience; prior SaaS sales experience preferred. Must have knowledge/understanding of the financial services industry and a competitive nature. Please reference job #RES21-706.
Director of Operations (Trust company) - Reno, NV (on-site role)
Director of Operations (Trust company) in Reno, NV for a fast-growing trust & fiduciary services firm serving High Net Worth (HNW) clients. On-site role; Covid vaccination required. Position requires 7+ years of supervisory operations experience in the financial services sector; Trust operations experience a plus. Role oversees accounting and corporate money movement, management reporting, compliance, and staff policies, procedures, performance – helping to scale the growing organization. Relo assistance for the right candidate. Tremendous corporate culture and high energy team. Please reference job #RES21-515.
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 #RES21-820.
Sales Professional - Financial Planning Services - NYC (on-site role)
Sales Professional with Financial Planning Services sales experience (3+ years) for a highly respected wealth management firm in NYC. In-person role (not remote); market planning and investment services to High Net Worth (HNW) individuals and professional organizations/groups. Requires proven success in similar sales field, industry knowledge, strong pipeline and relationship builder, CRM use.
Please reference job #RES21-346.
Senior Client Service Associate / Relationship Manager - NYC (hybrid)
Senior Client Service Associate/Relationship Manager in New York City (hybrid on-site/remote) 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. Proficiency with Excel and experience with asset allocation; familiarity with Addepar, eMoney, Wealthscape or similar platform preferred. Proactive approach and extensive client contact. Excellent growth opportunity, potentially leading to financial advisor role with a thriving firm.
Please reference job #RES21-401.
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.
Regional VP (Martech/SaaS sales) - remote from an East Coast location
Regional VP (SaaS sales) for the leading platform provider for virtual and in-person events. Position requires 5+ years selling SaaS technology that includes sales into Marketing decision-makers and 3+ years managing a sales team. Must have solid track record meeting individual and team sales targets, executing sales plan, and proficiency with Salesforce CRM. Tech savvy and familiar with event tech, network within marketing functions. Remote from NYC/East Coast location.
Please reference job #RES21-280.
Sr. Account Executive (advertising sales) - NYC, San Francisco or LA remote
Sr. Account Executive for a data-driven out-of-home (OOH) advertising company. Thriving startup seeking a consultative advertising sales pro with at least 5 years of experience selling advertising, performance data and technology products to senior brand/agency executives. Must have solid quota track record driving new business, ability to manage full sales cycle. Position can be remote from NYC, San Francisco or Los Angeles metro areas.
Please reference job #RES21-275.
Enterprise Sales Executive (Media analytics, PR & BI) - remote, USA
Enterprise Sales Executive (Media Analytics, PR & business intelligence sales) for a fast-growing media monitoring and analytics company. The company seeks an experienced new-business hunter, quota track record selling data, analytics and business intelligence, able to handle large deals and varied sales cycles. Consultative sales at C-suite level. Position can be remote from within the continental U.S. Please reference job #RES21-810.
Paralegal - Reno, NV
Seeking an experienced Paralegal for a rapidly growing Trust company in Reno, NV. Previous trust experience not required, but must be qualified to perform substantive legal work. Previous work in law firm or financial planning/wealth management is preferred. Certification is a plus (NALA, NFPA or other). Must be methodical, detail-oriented, and possess strong verbal and written communications skills. Salary commensurate with experience.
Please reference job # RES21-252.
Trust Advisor - Reno, NV
Trust Advisor with High Net Worth (HNW) client experience for a small, growing Trust company in Reno, NV. Requires college degree and minimum three years of experience with trust planning and related services for HNW clients. Certification (CTFP, CFA, CFP) and/or advanced degree is a plus. Must have hands-on trust administration experience; share expertise and pitch in where needed as firm grows. Relo package available for right candidate.
Please reference job # RES21-254.
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.
Corporate Cost Accountant - Fairfield, NJ
Corporate Cost Accountant for a specialty food company, Fairfield, NJ office. This is a career-growth opportunity for an accounting professional with 1-3 years of experience in general accounting and growing skills with inventory and product costing. Must be strong Excel user, analytical, detail-oriented. Landed cost experience is a plus. Bachelor degree in finance, accounting or related field required.
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.
Sr. Client Service Associate - Trust Administration. Reno or San Francisco office.
Senior Client Service Associate, Trust Administration – Reno or San Francisco office. Seeking a client service professional with a minimum of 5 years of HNW client service experience. Experience with trust administration and familiarity with trust functions (portfolio transactions, estate planning, grants, philanthropy, tax, audit, etc,.is a plus. Should have experience working with custodian platforms (Schwab, Pershing, Fidelity, or similar) and High Net Worth (HNW) clients. Certification as CFP, CPA, or CTFA is a plus. Hands-on, in-person role; vaccination required. Great career growth opportunity in trust management. Reno location is new branch office expanding its client services team in Trust field. San Francisco is larger investment advisory HQ. Both locations offer professional development and long-term growth potential.
Client Service Associate (wealth management) - Miami
Client Service Associate in Miami, FL for a small RIA/family office serving High Net Worth (HNW) clients. Seeking mature administrative professional with at least five years of experience in financial services’ operational role, must include HNW client-facing and account transaction experience. Strong tech and communication skills. After full training & home office set-up, position can be partially remote. Potential equity component. Please reference job #RES21-215.
Client Service Associate - Trust Administration - Reno or San Francisco
Client Service Associate, Trust Administration (entry level/recent grad) – Reno or San Francisco office. One or two years of financial services experience, ideally in client support role, is preferred. Trust administration experience and/or estate planning familiarity is a plus. Great opportunity offering professional development and exposure to trust administration functions. Ideal for candidates interested in CTFA designation and career in trust management. Reno location is new branch office expanding its client services team in Trust field. San Francisco is larger investment advisory HQ. Both offer learning and long-term growth potential. Please reference job #RES21-520.
Client Administration Associate - RIA Operations - NYC
Client Administration Associate - RIA Operations for a prestigious wealth management firm in New York City. 1-2 years relevant experience for an aspiring client service operations professional. Requires some initial finance or financial services experience, college degree with strong academic record, desire to train and advance in wealth management operations career. Learn to manage client accounts and investment portfolios, execute trades, support financial advisors and day-to-day administrative operations of the firm. Please reference job #RES21-324
Senior Director Fund Admin Business Development - NYC
Sr. Director Business Development - 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.
Please reference job # RES21-382
Customer Success Manager (wealth management) - NYC/remote
Customer Success Manager for a growing fintech division of a leading wealth management firm in NYC. Position can be remote. Requires minimum 3 years of client-facing experience in customer success, relationship or account management role in financial services. Must be knowledgeable in financial planning concepts. Preferred: Experience working with financial advisors in a software or SaaS company and/or CFP certification. Great opportunity with base & bonus, excellent benefits. Please reference job # RES21-322.
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.
Business Development Officer (wealth management firm) - NYC
Business Development Officer for a fast-growing wealth management firm in NYC serving high net worth clients. Position requires five or more years of experience in investment/wealth management; proven ability to build client pipeline, cultivate referrals, generate new business.
Please reference job # RES21-303.
Senior Financial Planner (wealth management firm) - NYC
Sr. Financial Planner for a thriving wealth management firm in NYC serving ultra high net worth clients. Position requires 3-7 years of financial planning experience in RIA, brokerage, etc. and strong relationship skills, advanced Excel usage. Professional certification is a plus: CFP, CFA, CPA, or CIMA. Great opportunity to work directly with managing partners, contribute to growth and direction.
Please reference job # RES21-301.
Enterprise Account Executive (generalist, data tech market) - NYC
Enterprise Account Executive (generalist) in NYC for a leading provider of data technology solutions. Seeking a strong hunter, pipeline builder with at least 5 years of experience selling data technology (software/solutions) to large enterprises across broad data marketplace, including large consulting firms. Must have knowledge of data tools for discovery, visualization, modeling, analysis and track record with deals of $250k+. Great opportunity offering base, bonus and equity.
Please reference job # RES21-387.
Enterprise Account Executive (consumer goods/CPG data tech market) - NYC
Hiring: Enterprise Account Executive (consumer goods/CPG market) in NYC for a leading provider of data technology solutions. Two positions available for consultative sales professionals with knowledge of data usage for analysis and decision-making in consumer-based industries. Must have at least 5 years of experience selling data technology (software/solutions), C-suite presence, and track record of full-cycle sales with deals of $250k and up. Great opportunity offering base, bonus and equity.
Please reference job # RES 21-385.
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. Please reference job # RES21-514.
Trust Analyst/Accountant - entry level - Reno, NV
Entry-level position for recent Finance/Accounting grad -- Trust Analyst/Accountant in Reno, NV. Excellent entry-level position for a recent college grad with degree in Accounting or Finance, or candidate with 1-2 years’ experience in client financial services with exposure to trust accounting and who wants to grow. Company is a rapidly-growing retail trust & fiduciary firm serving HNW clients. This Trust Analyst I position supports trust administration functions and performs general office administrative duties. Tremendous learning opportunity within an employee-focused corporate culture. Please reference job # RES21-509.
Sales Executive - Equity Research & Data Services - Cranford, NJ
Sales Executive – Equity Research & Data Services in Cranford, NJ for a leading provider of primary & equity research and data services to the investment community. Position requires previous experience selling equity research, primary research or data subscription services to institutional investors (hedge funds, mutual funds, family offices, private equity). The company seeks creative, entrepreneurial sales professionals hungry to drive new business, selling essential market intelligence products for the buyside. Please reference job # RES21-421.
Investment Banking Analyst & Associate (2 openings) - Miami
Hiring for 2 openings: Investment Banking Analyst & Investment Banking Associate in Miami, FL. Requires 2-3 years investment banking experience ideally in bulge bracket firm with formal training program; transaction experience in Latin America a plus. Conversational or bilingual Spanish. Immersion & growth opportunity with small, selective, dynamic firm. Relocation assistance available. Please reference job # RES21-196.
Tax professional seeking transition to financial planning - New York, NY
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
Sr. Financial Planner/Advisor (CFP, CFA or CPA) - New York, NY
Sr. Financial Planner/Advisor (CFP or 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, 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).
Please reference job # RES21-327
Sr. Business Development Executive (Credit Unions vertical) - remote
Senior Business Development Executive (remote, U.S. sales) for a growing mission-driven fintech platform for credit unions and community banks enabling small-dollar lending to their members and communities. Seeking a sales professional with 5-8 years of experience selling SaaS solutions into financial institutions, including credit unions and community banks. Must be an articulate presenter with a strong quota track record, sell at C-suite level, build partnerships. Hunter-prospector with high initiative, CRM proficient with a process-oriented approach to building a sales pipeline. Please reference job # RES21-222.