Newest Job Openings

We are seeking a FinTech Sales Executive for a hybrid role in New York City (3 days in office). This is a sales hunter position focused on prospecting, pipeline building, and presenting FinTech solutions across the asset management industry, including hedge funds, private equity, and family offices. Candidates must have at least 5 years of hunter experience selling SaaS/software solutions (front, middle, or back office) specifically into the buyside (hedge funds, PE, etc.), with a proven quota track record. Enterprise sales experience is preferred. Key responsibilities include sourcing new sales opportunities, generating leads, and achieving quarterly and annual quotas. Compensation: $140K–$175K base DOE, OTE double uncapped. Please reference job #RES25-415.

Hiring: Receptionist/Office Coordinator/Executive Assistant in NYC for a premier global financial services firm. Fully on-site role for a skilled office support professional with 3+ years’ experience, financial services or private equity experience required. Must be proficient with Microsoft Office programs, hold Notary Public license or willing to obtain it. Maintain calendars and travel arrangements for two executives and keep office running smoothly. Exceptional opportunity with a great company for a proactive team player. Salary range $85k to $100k depending on experience, plus a discretionary bonus. Please reference job #RES25-414.

Hiring: Content Marketing Specialist in Houston, TX for a thriving, rapidly expanding wealth management firm. Great growth opportunity for a marketing professional with copywriting and graphic design talents with a minimum of 3 years’ experience marketing within the financial services industry. Experience within an RIA, wealth management firm, or private client division of a broker-dealer is a plus. Requires strong copywriting portfolio, graphic design skills, ability to work across all marketing platforms (print, digital, video, social media) and leverage analytics, SEO, key metrics. 100% on-site role in Houston office as leader of copy/content. Salary base $80-90k doe plus profit-based bonus potential, and path to advancement. Please reference job #RES25-413.

Hiring: Client Experience Coordinator/Administrative Assistant in Houston, TX for a busy, growing wealth management firm. Full-time, fully on-site role. Great entry- or junior-level opportunity for a rising administrative or marketing professional to learn and advance while assisting the firm’s mission to provide best-in-class client experience. Requires superior communication skills and 6 months to 3 years’ experience (internships will be considered) within the financial services industry. Must be highly organized, proficient with Microsoft Office programs, quick learner with other platforms (EOS® Model a plus). Salary base $40-50k depending on experience, plus profit-based bonus potential and many paths to advancement over time. Please reference job #RES25-412.

Founding Enterprise Account Executive for a fast-growing FinTech firm that is transforming retirement income planning with its AI-powered platform for wealth management firms. Enterprise AE role is a ground-floor opportunity to lead enterprise sales, closing multimillion-dollar deals with investment firms, RIAs, and wealth managers. Work directly with CEO to drive GTM strategy and expand from early adapters to mainstream institutions. Requires 10+ years’ enterprise FinTech sales experience with a proven track record. $150-180k doe, plus uncapped commission and equity. Please reference job #RES25-411.

VP Finance in Reno, NV for a high-growth startup in the trust services industry. Exciting opportunity for a dynamic finance professional in the financial services industry to take charge of all financial operations, establish best practices, and collaborate on business strategies and financial planning. Position requires minimum seven years in finance and accounting specifically within the financial services industry, CPA preferred, with experience overseeing and optimizing financial functions and familiarity with trust operations and trust-related processes. Must be proactive, proficient with QuickBooks, adept in financial reporting and expense management. Trust knowledge/experience is a plus. Full-time, in-person leadership role in the Reno office. Salary $140-150k base plus bonus. Please reference job #RES25-410.

Trust Operations Associate in Reno, NV. Fantastic opportunity with a high-growth startup in the flourishing trust services industry. Seeking an energetic, collaborative college graduate with 1-3 years of experience in trust operations, an understanding of trust structures and financial transactions, and strong desire to contribute and grow with the firm. Must have superior communication skills and ability to pivot and problem-solve. Full-time, in-office position offering hands-on experience across all aspects of trust operations, including regulatory compliance, risk management, trust systems, and industry trends and issues. Work alongside respected professionals in an exciting, entrepreneurial environment. Base salary $65-75k plus bonus. Please reference job #RES25-410.

Hiring remote with occasional travel to Philadelphia, Chicago, or St. Louis office: Product Marketing Manager for a respected industry association serving commercial and retail banks (risk management tools, compliance training, research, analytics, etc.) Excellent growth opportunity for a marketing manager with 5+ years of B2B product marketing experience (Corporate, non-agency), specifically targeting large banks with similar or peripheral solutions. Requires 5+ years developing market strategy, leading campaigns, managing budget, creating data-driven programs, and pitching new ideas. Salary range $100-125k doe, plus bonus eligible. Great benefits package with tremendous corporate culture. Please reference job #RES25-408.

Hiring in NYC - Midtown Manhattan: Chief Financial Officer (CFO) for a growing renewable energy provider backed by a private equity firm specializing in mortgage securities. This is a key leadership role for a senior finance executive with strong financial acumen. The CFO will oversee financial planning and analysis, accounting, treasury, tax, and risk management while also working on select financial projects with the parent company. Requires 10+ years of finance experience, including at least 3 years in mortgage finance, real estate finance, or fixed income. Experience at a Big 4 accounting firm and audit experience preferred. An MBA or CPA is a plus. Work on-site with senior management in the NYC office (4 days per week, 1 remote day).
Salary range $170-200k depending on experience, plus bonus; future equity potential.
Please reference job #RES25-407.

Foreign Exchange (FX) Fintech Account Executive opportunity with a leading currency technology provider serving financial institutions and payments companies worldwide. This hybrid role requires travel to NYC at least once a month for a few days, along with national client travel as needed. Ideal candidates will have 3+ years of FX trading software sales experience to large banks, brokers, and asset managers., a strong fintech SaaS sales background, and a proven ability to build relationships and drive revenue. This is a great opportunity for a dynamic sales professional looking to make an impact, with a competitive base salary of $150K-$170K DOE and an OTE of $230K-$250K (uncapped commission). Please reference job #RES25-407.

Hiring remote (ET OR CT time zone): Senior Wealth Advisor for a growing wealth management firm based in Hauppauge, NY. Opportunity for an experienced financial advisor (7 plus years, CFP) to work remotely, providing financial education, investment opportunities and excellent client service to the firm’s financial and estate planning customers. Position offers base salary, incentive compensation and full benefits program. Please reference job #RES25-405.

Hiring for on-site only (no remote): Executive Assistant for a global, top-tier investment firm in midtown Manhattan that requires a polished, highly organized professional to provide administrative support to several executives reporting to the CEO. Position requires 6+ years’ experience, in similar high-level investment or financial enterprise, superior communication skills, full proficiency across Microsoft Office Suite platforms, ability to support multiple executives with complex calendars, travel arrangements, and meetings materials. NY Notary Public required. Base 130k-160k/ "all in" 160k-180k potential. Please reference job #RES25-404.

Hiring in Tampa, FL; Dallas, TX, and Camas, WA. (multiple openings) -- Paralegals/Legal Assistants transitioning to Estate Planning Specialist roles. Great career-growth opportunity with large, well-known global investment firm for paralegals and legal assistants with 5+ years of experience working with trusts and complex estates. Multiple openings in these branch locations: Dallas, TX; Tampa, FL and Camas, WA. Work directly with High Net Worth (HNW) clients and collaborate with firm investment counselors to provide secure, goal-achieving estate plans for client families; become a qualified Estate Planning Specialist. Salary range $100-130k base doe plus bonus and comprehensive benefits plan. Please reference job #25-403.

Sales – Business Development Director for a growing global engagement consulting & services agency. Multiple positions available. Individual contributor role for a sales pro with minimum 7 years of direct B2B sales including Fortune 1000 clients, large-deal sales track record (deals $250k+), experience with new business development selling marketing solutions or professional business services. Must have stable work history (solid tenures – no job hoppers (no more than 3 jobs in 10 years)). Salary $135k base plus commissions (uncapped), performance rewards, generous car allowance. Please reference job #RES24-347.

Enterprise Fund Admin Sales Executive for a leading global corporate services provider and fund administrator. This is a sales hunter role, based in NYC but focusing on global new business across the U.S. Candidates must have 7+ years of relevant experience and a proven quota track record of selling fund administration services into the Hedge Fund and Private Equity marketplace. Great sales opportunity with salary range $175-225k base (doe) with potential for 2x OTE. Please reference job #RES24-351.

Multi-Family Office (MFO) Associate for a wealth management MFO group that manages billions in assets for High/Ultra High-Net-Worth clients. Great growth opportunity for a rising professional with 6 months to 2 years of experience in multi- or single-family office (SFO/MFO) or RIA. Internship experience will be considered. Must have strong Excel skills, communication and client service abilities. FINRA Series 65 is a plus. Hybrid in NYC metro area (3 days/wk in NYC office); remote considered for candidate with highly relevant experience. Salary range $70-80k doe plus bonus. Please reference job #RES25-402.

Multiple positions: Associates & Senior Associates (Assurance/External Auditors) in East Brunswick, NJ and Stamford, CT. A large national accounting, financial advisory & consulting firm has openings for Associates and Senior Associates in these locations. Career growth opportunity – a next step -- for candidates with minimum 3 years’ assurance/external audit experience in Big 4 or large CPA firm (Grant Thornton, BDO, RSM) including at least one busy season as senior/acting senior. CPA or on CPA track, advanced Excel skills. Must have analytical, technical, and auditing skills including US GAAP and FASB proficiency. Salary range: $85-100k base doe, plus generous bonuses. Please reference job #RES24-346.

Hiring in Dallas, TX; Tampa, FL, and Camas, WA (multiple openings): Estate Planning Specialists. Several positions available with respected global investment firm. Great opportunity for financial planners, wealth advisors, attorneys or legal assistants with 5+ years of experience working with trusts and complex estates. Work directly with High Net Worth (HNW) clients and collaborate with firm investment counselors to provide secure, goal-achieving estate plans for client families. Salary range $100-130k base doe plus bonus and comprehensive benefits plan. Please reference job #RES24-341.

Hiring Senior Wealth Strategist for a growing, early-stage trust company in West Palm Beach/Miami, FL. Great opportunity to join forward-looking firm serving Ultra High Net Worth (UHNW) clients as a founding member with equity. Role requires an experienced trust professional with 7+ years’ experience in complex trust planning & administration with UHNW clients, CPA or Juris Doctor (JD) or Master of Laws (LLM) required. Must have proven success with extensive client contact, sound regulatory and compliance trust knowledge, executive presence. Note: Relocation Assistance may be offered for the right candidate. Please reference job #RES24-366.