Newest Job Openings

Sr. Fintech Sales Executive - New York or Boston

Sr. Fintech Sales Executive in NYC or Boston for a leading global financial technology (fintech) provider serving the investment management and credit marketplace. Position requires 8+ years of financial software sales experience, strong knowledge of front-office solutions, e.g., order management systems (OMS); pipeline builder, excellent presentation skills, strong quota track record. Domestic U.S. travel 10-20%. Growth opportunity, career path to management.

Sr. Sales Executive (Back office investment management solutions) - New York or Boston

Sr. Sales Executive (Back office IMS) in NYC or Boston for a leading global financial technology (fintech)provider serving the investment management and credit marketplace. Position requires 8+ years of financial software sales experience, strong knowledge of back-office solutions investment management solutions (IMS) e.g., fund services, pipeline builder, excellent presentation skills, strong quota track record. Domestic U.S. travel 10-20%. Growth opportunity, career path to management.

Entry-level Accountant - Junior Accountant - Woodcliff Lake, NJ

Entry-Level Accountant for small commercial real estate office in Woodcliff Lake, NJ. Long-term, stable firm with properties across the U.S. Recent college accounting graduate with accounting internship experience. Assist senior finance staff, work with general ledger, financial reports, reconciliations, deposit checks, etc. . A passion for learning and being part of a team is a must.

Jr. Financial Planner/Advisor - New York, NY

Junior Financial Planner/Advisor for a leading, fee-only wealth management firm, NYC office. Great opportunity for an early-career financial planner to join a highly selective, prestigious firm and learn from top-ranked advisors. Requires minimum one year experience in wealth management, strong academic record (GPA and test scores). Must have excellent communication and client relationship skills.

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).

Business Development/Relationship Manager - St. Louis

Business Development/Relationship Manager in St. Louis, MO for a thriving wealth management firm, part of a top US banking organization. Seeking experienced financial advisors/wealth managers, six or more years with strong client relationships and track record of developing new business through internal and external sources. Transportable book of business not required. High Net Worth (HNW) client experience. Position offers base salary and incentives, opportunity for long-term career advancement. Relo potential for candidates with existing ties in St. Louis area.

Private Client Relationship Manager - St. Louis

Private Client Relationship Manager in St. Louis, MO for a thriving wealth management firm, part of a top US banking organization. Two positions available due to retiring incumbents. Seeking experienced financial advisors/wealth managers, six or more years with strong client relationships. High Net Worth (HNW) client experience req. Position offers base salary and incentives, opportunity for long-term career advancement.

Wealth Advisor - Nashville, TN

Wealth Advisor in Nashville, TN for a major US banking institution with a Top 10 Wealth Management firm. Growing market share has resulted in opening with Nashville team. Seeking an experienced advisor with six or more years of experience managing High Net Worth (HNW) clients and a strong track record of developing new business. No portable book required. Position offers high income potential with base salary and short- and long-term incentives.

Private Wealth Advisor - NYC metro area

Private Wealth Advisor in NYC metro area for a major US banking institution building out its presence in Northeast. Its wealth management division has an opening for a
highly seasoned financial planner/advisor capable of handling complex wealth and relationship management responsibilities with High Net Worth (HNW) clients and assisting in business development. Ten or more years of experience required; CFP or CFA preferred. Position offers attractive base salary and incentives, opportunity for long-term career advancement.

Sr. Associate/Operations Mgr (wealth management) - Atlanta, GA

Senior Associate/Operations Manager for a growing family office/registered investment advisor (RIA) /wealth management firm in Atlanta, GA. Position oversees day-to-day operations, including compliance records, cash management, and works with third-party vendors as well as clients. Seeking versatile wealth management operations professional with 3-5 years of experience in client service and support at family office or registered investment advisor (RIA) or wealth management firm, including transactions and money movement, trading, work with advisors and custodians. Right-hand support for top management of the firm. Experience with Black Diamond, Schwab or similar custodian platforms a plus.

Sales Specialist - Pricing & Reference Data Services - NYC

Sales Specialist – Pricing & Reference Data Services in New York for a global provider of financial markets data and technology. Position requires 5+ years’ experience in fintech sales and deep market knowledge, especially back-office workflows and trading tech. Must have track record in a quota-bearing role. Define territory to identify opportunities, structure deals, perform demos, build revenue.

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.

Trust Specialist/VP - Albany, NY

Trust Specialist/VP in Albany, NY. Position available with the tax policy & research division of a leading national wealth management firm serving High Net Worth (HNW) clients. Responsible for handling the more complex issues in trust income tax, gift tax and estate planning. Role requires a JD degree and minimum of four years of experience with trust income tax/estate planning. CPA is a plus. Contact: .
#trustjobs #taxplanning #estateplanning #tax

Tax /Financial & Wealth Planner - NYC

Tax / 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).

Tax Associates - 2 locations

Tax Associates from public or private accounting background for national wealth management firm serving HNW and corporate financial planning clients. Openings in three locations: Atlanta, GA and Albany, NY. Role requires tax accounting experience including compliance, trust, estate planning, High Net Worth (HNW) client work; accounting degree, understanding of financial markets. CPA or advanced degree preferred

Sales/Business Development Professional (Financial Advisors vertical) - NYC

Sales/Business Development Professional (Financial Advisors' Vertical) in New York City to generate leads and adoption of a groundbreaking new wealthtech product for financial advisors that improves the financial planning process and integrates with current planning systems. Position requires a minimum of 3 years’ experience in sales or account management in financial services. Experience targeting financial advisors in SaaS or software sales is preferred. Must be proficient with lead generation, client-facing interaction, CRM system, MS Office programs and have a strong interest in financial technology, wealthtech. Growth opportunity with a startup division of a well-known, prestigious advisory firm.

Digital Marketing & Communications Manager - NYC

Digital Marketing & Communications Manager for a leading independent wealth management (RIA) firm in NYC. Requires 5-8 years’ experience in marketing/ communications role, proven ability to create and manage web content, execute email campaigns, work with PR agency, plan and support events. Must be proficient with design and graphics tools, CRM, marketing platforms such as HubSpot, Google ads. Seeking creative marketing associate who can plan and execute; able to work independently as well as support team. Highly selective firm, competitive pay, generous benefits.

SaaS Mid-Market Account Executives - New York, NY

SaaS Mid-Market Account Executives in NYC metro area. Seeking strong sales hunters with SaaS sales track record (not subscription sales), selling solutions into CMOs, marketing decision-makers. Several sales positions available with fast-growing company offering breakthrough solutions. Role requires 3-5 years of experience, ability to build pipeline, territory business plan, demo, present, negotiate, use Salesforce CRM. Great opportunity with generous benefits and commission plan.

Client Service Associate (CSA) / Relationship Manager (RM) - New York, NY

Client Service Associate/Relationship Manager in New York City for a growing independent wealth management firm. 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). Proficiency 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 opportunity, potentially leading to analyst, financial advisor or other career paths with a thriving firm.

Fintech Business Development Associates (2 openings)

Fintech Business Development Associates (2 openings) in NYC for a global B2B financial content and solutions provider now expanding its Americas territories. Position requires 2-4 years of subscription sales experience in B2B markets selling into financial institutions. Background with risk management data or products is a plus. Excellent growth opportunity for proven sales hunter with strong presentation skills.

Fintech Sales Executive (selling into Hedge/Alt Funds)

Fintech Sales Executive (selling into Hedge/Alt Funds) in NYC for a leading provider of technology solutions currently expanding US sales. Position requires 4-7 years of experience & successful quota track record selling into hedge funds/alternative fund managers and/or traditional asset managers, and/or asset management arms of insurance companies. Solutions/services may include Reconciliation, Datawarehouse, Security Master, Treasury and Collateral Management, Regulatory Reporting. Strong hunter to drive new logo sales in US; C-suite presentation skills.

Trust Officer - Reno, NV

Trust Officer for new branch office in Reno, NV for a growing RIA firm serving HNW clients, multi-asset-class portfolios. Seeking an experienced trust professional willing to contribute in all areas of trust admin, compliance, client advisory, fiduciary operations. Great growth potential as early, key hire for new branch; help shape strategy and infrastructure, work with clients and third-party sub-advisors; support president of the division. Advanced degree or relevant certifications a plus.