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

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. 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. Please reference job #RES22-165.

Private Client Service Associate, Financial Services - Fairfield, NJ

Private Client Service Associate, Financial Services in Fairfield, NJ for a nationally recognized financial planning/wealth management firm (RIA). The firm seeks a rising, client-focused CSA to provide personalized client service (account management, money movement, reports and meetings materials, etc.) as well as advisor and organizational support. Requires 3+ years as CSA or Registered Sales Associate, Series 7/6 and/or 66/65 and insurance licenses preferred but not required, proficient with MS Office programs, investment savvy, an achiever eager to learn & grow. Firm is very supportive of professional development. Role is in-office to start; hybrid potential in future. Please reference job #RES22-155.

Executive Vice President - Financial Tech Services -- NYC

Executive Vice President – Financial Tech Services for a rapidly growing technology firm providing IT consulting and solutions to a range of industries. Senior leadership position based in NY, reporting to CEO. This position has practice oversight of company’s largest fintech sales verticals (payments, mortgages/lending, and alternative investments) and is key to directing strategy and sales during current market expansion and beyond. Requires 10+ years of sales or practice management experience in an IT consultancy environment, sales track record, robust knowledge of financial technology (fintech), and demonstrated expertise in one or more of these three verticals.

Associate Attorney - Workers' Comp Defense (NJ Bar) Remote from North/Central NJ)

Remote (NJ Bar): Associate Attorney – Workers’ Comp Defense. Must be licensed/admitted to the New Jersey Bar and be located in Northern or Central NJ. An innovative, growing boutique law firm providing legal service to employers and insurance companies in New Jersey and Pennsylvania seeks an attorney with a minimum of five years of workers’ compensation experience to handle a caseload. The firm provides a wide range of services from consulting on potential workers’ comp concerns to litigating highly complex claims. The position is remote, with flexibility in the work schedule and opportunities for advancement and partnership track. Central or Northern NJ location is a plus. A transferrable book of business is a plus but not required. Benefits include bonus plan, healthcare benefits, life insurance and 401k match. Please reference job #RES22-121.

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. Please reference job #RES22-163.

Paralegal - Worker's Comp Defense - Philadelphia (hybrid)

Hybrid (in office 5 days/month): Paralegal – Workers’ Comp Defense practice for a thriving boutique law firm in Philadelphia, PA (primarily remote work). Seeking Pennsylvania paralegal with 3-5 years of defense experience, thorough knowledge of workers’ compensation law, case management, and knowledge/expertise with the WCAIS system. Professional certification a plus. Mainly remote; possible few days a month in office as needed. Please reference job #RES22-162.

VP of Compliance (Consumer Financing/Loan Servicing firm) - King of Prussia, PA - hybrid/remote

Vice President of Compliance (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. Position can be primarily remote but requires interface in office approximately 4-8 times a month. (May consider fully remote for the right candidate.) The VP is the senior executive directing compliance policies and operations of the firm, ensuring regulatory compliance, code of conduct, overseeing audit preparation, reducing company risk, etc. Position requires 10+ years of leadership experience in the consumer finance lending industry. Focus and knowledge of loan and banking industry regulations. Reports to CEO. Please reference job #RES22-160.

Compliance Manager (Consumer Lending/Loan Servicing) - King of Prussia, PA - hybrid

Compliance Manager (hybrid, King of Prussia, PA) for a specialty lending/loan servicing firm that is a well-established leader in alternative tuition and trade school financing as well as consumer loan servicing. Position requires minimum 5 years’ experience in consumer lending compliance role, working with state and federal regulations, audits, legislative review, licensing requirements, credit bureau reporting. Great place to work, collegial, long-term staff, benefits. Reports to VP/Compliance. Please reference job #RES22-161.

Part-time Office Assistant (afternoons, 3 days/wk, medical office) - Ho-Ho-Kus, NJ

PT Office Assistant (afternoons, 3 days/wk – 15 hours) for a busy family chiropractic office in Ho-Ho-Kus, NJ. Front-desk reception role requiring patient-friendly communication and administrative skills. Previous medical office experience with knowledge of health insurance processing preferred. Excellent opportunity to work with warm professional team and expand knowledge of holistic wellness. Convenient schedule for a college student or experienced admin returning to work, with paid holidays and vacation, and the potential for more hours in future, if desired. Please reference job #RES22-159.

Senior Business Development Mgr (IT services) - remote (within California)

Senior Business Development Manager in California (remote role) for a fast-growing global technology firm expanding its market share in the banking technology (fintech) space. Seeking a strong new business hunter to help drive US sales. Must have experience (8-10+ years) selling full-cycle software/IT services (not solely product sales) within financial services/fintech and proven track record, sales leadership background. Software development and IT services (consulting, outsourcing) sales knowhow. West Coast anchor role with great upside and potential to build team. Please reference job #RES22-157.

Chief Revenue Officer (CRO) - IT consulting/solutions firm, financial services largest practice - NYC

Chief Revenue Officer in NYC for a rapidly growing technology firm providing IT consulting and solutions to a range of industries, including financial services and manufacturing. Top leadership position managing strategy, sales processes and sales teams’ performance during high-growth period and market expansion. Must have consistent record of revenue growth for smaller, high-growth IT consulting & solutions company (e.g., taking company from $30 million to $500 million) and sales success in a consultative financial services software sales environment. Must have experience with multimillion-dollar deals. Newly created role reporting directly to the CEO. Please reference job #RES22-156.

Chief Compliance Officer - NYC

Chief Compliance Officer in NYC for a rapidly growing tech startup that is revolutionizing real estate investment. Seeking a compliance professional with 8+ years of experience at a broker-dealer, active Series 7 and 24, 27, 63, 79, expert in regulations of broker-dealers, experience managing exams and inquiries. Background as CCO or AML compliance leader preferred; JD a plus. Tremendous opportunity to help build a burgeoning enterprise. Please reference job #RES22-154.

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. Please reference job #RES22-152.

Financial Analyst - Philadelphia, PA (mainly remote)

Financial Analyst in Philadelphia, PA (mainly remote) for a well-respected organization catering to the financial services industry. Position works closely with top management and requires 5-10 years of relevant experience in business accounting and at least 3 years in financial analysis and visual analytics; advanced Excel & PowerPoint skills and use of PC-based accounting systems. 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. Please reference job #RES22-51.

Wealth Associate - Detroit, MI. (Relo assistance offered)

Wealth Associate position in Detroit, MI for a single family office providing multiple generations of a High Net Worth (HNW) family with wealth, investment, and asset management services. Exceptional opportunity for a wealth management professional with 3-5 years’ experience in planning, investments, working with HNW individuals. CFP or in progress toward certification; familiar with Black Diamond and CRM systems. Relo assistance offered. Please reference job #RES22-150.

Trading Platform Sales Executive - remote within Eastern or Central time zones

Trading Platform Sales Executive for a market-neutral, data-centric trading platform provider serving institutional investors. Position can be remote from within Eastern or Central time zones. Responsible for sales and strategies, onboarding and maintaining customer relationships, serving as a “go to” person for customer inquiries. Help grow the firm’s position within the RMBS/ABS/CMBS e-trading markets. Role requires 4+ years of fixed income sales or trading experience, knowledge of buyside and broker-dealer trading protocols, compliance workflows. MBS, CMO, ABS experience preferred. Please reference job #RES22-149.

Head of Sales - Credit Ratings firm - NYC

Head of Sales for a nationally recognized credit ratings firm in NYC. New leadership role for a business builder with 10+ years of strategic enterprise experience, a strong track record in growing revenue. Work experience within a credit ratings agency preferred. Must have knowledge of ratings agency environment and understanding of debt markets and risk management requirements. Player-coach role with responsibility for sales & marketing plans, budgets, team leadership, and client relationships. Excellent opportunity, high-visibility role working with key market participants. Please reference job #RES22-148.

Commercial Lending Relationship Manager, Middle Market -- South Florida

Commercial Lending Relationship Manager, Middle Market, in South Florida, for a top-tier banking institution. Focus is business development and relationship management in commercial lending, working with strong, efficient Commercial Banking team. Seeking experienced commercial lender with existing portfolio and strong networking skills, effective follow-up to assigned leads. Positions available at junior (5-7 years’ experience) and senior levels (8+ years). Targets set for new loans and deposits. Great opportunity with robust incentive plan and uncapped bonus. Miami-Dade location a plus. Please reference job #RES22-147.

Account Manager (Private Credit/Private Lending Solutions) - NYC

Account Manager (Private Credit/Private Lending Solutions) in NYC for a leading fintech provider serving the alternative investment industry. Position requires 5+ years of sales/account management experience with software and/or service solutions for the private credit and direct lending market. Must have track record (renewals, growth), high-level client communication/relationship skills, and knowledge of hedge fund workflows and processes (front, middle, back office). Vaccination required. Please reference job #RES22-146.

Tax Analyst & Senior Tax Analyst positions - hybrid NYC

Tax Analyst & Senior Tax Analyst in NYC for a global media, services & education company. Hybrid roles – 1 or 2 days a week in the office. Tax Analyst requires accounting or finance degree, 1+ year in industry or public accounting, experience with international and U.S. tax environments, including multi-state income & franchise tax. Corporate tax compliance preferred. Senior role requires minimum 4 years’ experience, master’s degree (CPA a plus), tax experience as above, analysis of complex data/issues, client service orientation. Both require willingness to travel as needed. Large, diversified conglomerate, all divisions growing; excellent career growth opportunities. Please reference job #RES22-145.

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. Please reference job #RES22-144.

Private Wealth Client Associate - NYC hybrid

Hybrid NYC: Private Wealth Client Associate in New York City 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), 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 #RES22-143.

Middle Office Trade Operations Associate - remote within NY, NJ or CT

Middle Office Trade Operations Associate – fully remote from within NY, NJ or CT (tri-state) area. Excellent opportunity on virtual team performing middle office services for one of the world’s largest custodian banks and asset managers. Role requires 2-5 years middle office/trade operations experience, knowledge of trade order flow, security life-cycle events (settlements, corporate actions), SWIFT messaging and cash wire processing. Product knowledge in some or all: Equity, Futures, Options, Fixed Income, FX, Derivatives (IRS, CDS, TRS, etc.) Experience with VBA and Advent Geneva platform a plus. Please reference job #RES22-142.

Financial Planning Analyst - NYC (hybrid)

Hybrid NYC: Financial Planning Analyst for a thriving, independent wealth management firm (RIA) in NYC serving ultra high net worth (UHNW) clientele. Position requires 3-6 years of experience working in holistic financial planning catering to high net worth private clients. Must hold CFP or in progress to obtain. Proficient with Excel and familiar with cash flow modeling. Exposure to trusts and estate planning. Great opportunity with rapidly growing firm; potential for advancement. Please reference job # RES22-141.

Electronic Trading Platform/Solutions Sales Executives (Buyside - asset managers, insurance companies) - hybrid in NYC or Boston

Electronic Trading Platform Sales Executive (Buyside - large traditional asset managers, insurance companies) for a leading global technology provider. Multiple positions available in NYC (buyside & sellside) or Boston (buyside)– hybrid in-office/remote. Role requires 5+ years’ experience selling electronic trading products in the FI (fixed income), FX, or equities markets, buyside network and knowledge, and Series 7 license or eligibility. Fixed income background (preferably credit) is a plus. Must be able to travel to client sites, occasional RTO required (training, team meetings). Please reference job #RES22-140.

Electronic Trading Platform/Solutions Sales Execs (Banks/BrokerDealers, sellside) - NYC hybrid

Electronic Trading Platform/Solutions Sales Executives (Banks/BrokerDealers, sell-side) for NYC-based sales team of a leading global technology provider. Multiple positions available in NYC (buyside & sellside) or Boston (buyside)– hybrid in-office/remote. Role requires 5+ years’ experience selling electronic trading products in the FI, FX, or equities markets, sell-side (banks/broker dealers) knowledge & network, and Series 7 license or eligibility. Fixed income background (preferably credit) is a plus. Must be able to travel to client sites, occasional RTO required (training, team meetings). Please reference job #RES22-139.

Sales Executive (Private Credit/Private Lending Solutions) - NYC

Sales Executive (Private Credit/Private Lending Solutions) in NYC for a leading fintech provider serving the alternative investment industry. Position requires 5+ years of sales experience with software and/or service solutions for the private credit and direct lending market. Must have quota track record, presentation skills, and knowledge of hedge fund workflows and processes (front, middle, back office). Please reference job #RES22-138.

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.

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.

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.

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.

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.

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

elisa.sheftic@rightexecutivesearch.com