Current Job Openings

Investment Banking Analyst (bilingual Spanish)

Hiring: Investment Banking Analyst (Bilingual Spanish) in Miami, FL. Requires 1-3 years investment banking experience; experience with debt restructuring and transaction experience in Latin America are preferred. Must have strong financial modeling, 3-statement model creation experience from scratch, and valuation skills, proficiency with Excel and PowerPoint. Growth opportunity with prestigious advisory firm expanding its LatAm business. Contact me:

Client Service Associate

Hiring: Client Service Associate for a growing wealth management/financial planning firm in Lawrence, Long Island, NY. Seeking a strong, highly professional client relations associate with a minimum of 2 years of experience working in similar role within wealth management, financial planning or life insurance advisory industry, assisting sales as well as interacting with clients. Must have excellent administrative and communications skills, meticulous attention to detail, proficient Excel user. Experience with HNW clients and small office environment is preferred. Exp with life insurance is a must. Contact me:

Fintech Sales Executive

Hiring: Fintech Sales Executive, New York City. Seeking financial technology (fintech) sales professional with 5 or more years of experience selling software and solutions into hedge funds, private equity, banks and/or broker-dealers. (Buy-side and/or sell-side knowledge considered.) Position requires an entrepreneurial-minded Sales Executive who can hunt and prospect for new business opportunities as well as leverage existing networks and relationships within diverse financial services verticals. Contact:

Business Development Director, Digital Sales

Hiring: Business Development Director, Digital Sales for NYC marketing technology firm. Seeking a consultative sales hunter with 5 plus years of enterprise sales experience selling into brands in the SaaS marketing space in Retail or CPG (consumer products). Requires marketing background, track record with large enterprise deals, complex SaaS sell, longer sales cycles. Great opportunity with growing firm and collaborative culture, named one of NYC’s best places to work.

Contact me:

Director, Sales (Fintech, Player/Coach)

Hiring: Director, Sales (Player/Coach) for a fast-growing fintech firm serving the alternative investment marketplace. Position based in Richmond, VA but open to remote with 1 week per month in Richmond. Seeking a transformational leader with ability to expand sales team and market share. Requires 5-7 years of proven sales management plus 5- 7 years of experience selling fintech/SaaS into the wealth management market (IBD, independent RIAs). Quota track record and enterprise sales into C-suite. Contact me:

Sales Executive (Credit Union vertical)

Hiring: Sales Executive, Credit Union vertical (remote position) for a growing mission-driven fintech platform for credit unions enabling convenient small-dollar lending. Seeking a sales professional with 5+ years of experience selling SaaS into credit unions & financial institutions and an articulate presenter able to drive product mission. Consultative style, sales track record, CRM proficient. Contact:  

Lease Administrator, commercial real estate

Hiring: Lease Administrator (CRE) / Legal Assistant in Woodcliff Lake, NJ for commercial real estate firm. Position requires five or more years of experience as lease administrator / legal assistant in a law office or CRE firm with lease draft/review responsibilities. Detail-oriented, careful proofreader. Manage documents and deadlines, provide admin support to attorney, executives. Contact:

Bookkeeper (CRE)

Hiring: Bookkeeper for commercial real estate office in Woodcliff Lake, NJ. Can be FT (35-40 hours/wk) or PT (25-30 hours). Seeking accurate self-starter with minimum three years’ experience with AP/AR, strong GAAP, proficient Excel skills, accounting software ( Quickbooks or similar). MRI software and CRE background is a plus. Contact:

Fintech Sales, Compliance, Regulatory & Risk

Hiring: Senior-level Fin-tech Sales Executive, Compliance, Regulatory & Risk in New York, NY. Opportunity with a leading global fin-tech provider. Seeking a sales pro with fin-tech software and regulatory/compliance/risk product knowledge, 10+ years of experience and track record, client network across broker dealers, banks, large fund managers, etc. Contact:   

FinTech Sales Executives - Boston & NYC

Hiring: FinTech Sales Executives to cover Boston and New York sales territories for a leading global provider of regulatory solutions to the financial services industry. Must have minimum 3 years’ FinTech or RegTech sales experience, proven track record, knowledge/ network across buyside, hedge funds, fund administrators. Experience with managed services sales a plus, and proficiency with Salesforce CRM preferred. Contact:

Fund Administration Sales (Hedge Funds vertical/Shadow Accounting sales)

Hiring: Fund Administration sales (Hedge Funds vertical/Shadow Accounting sales) for a financial services firm in NYC. Requires 4-8 years’ experience in solution selling (specifically shadow accounting, middle office services, and related tech) to large hedge funds. Must have a solid understanding of hedge fund operations and/or systems. Must be able to execute on direct outreach program to identified CFOs and COOs of large Hedge Fund Managers in excess of $1b AUM. Proven business development experience in effectively communicating similar solutions/services value proposition, growing pipeline and achieving sales goals. Contact:

page updated 7-5-20

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