Newest Job Openings

We’re seeking a FinTech Sales Executive for a hybrid role in New York City (4 days in office). This is a true hunter position focused on prospecting, building pipeline, and selling front-, middle-, and back-office FinTech solutions to buyside firms, including hedge funds, private equity, and family offices. Candidates must have at least 5 years of hunter experience selling SaaS or software solutions into the buyside, with a strong track record of hitting or exceeding quota. Enterprise sales experience is preferred. Full-cycle sales role with SDR support. Compensation includes a $140K–$150K base plus potential for a non-recoverable draw during ramp-up (DOE), with uncapped OTE at 2x or more. Please reference job #RES25-415.

Hiring remote: A growing financial services platform is seeking a motivated Inside Sales Contractor to support the launch of a new membership initiative. This remote, flexible role (20–40 hours/week) focuses on cold calling, outreach, and appointment setting with executives in risk, compliance, and fraud roles at banks and financial institutions. Ideal candidates have 3+ years of outbound sales or business development experience. Experience selling into banks with $1B+ in assets and familiarity with LinkedIn Recruiter and CRM tools is preferred. Compensation is $30/hour plus bonus for meetings booked. Top performers can double their earnings. Please reference job #RES25-427.

Hiring remote: A national, multi-office wealth management and family office firm is seeking a detail-oriented Wealth Management Operations Associate to join their growing team. This remote, full-time role involves supporting transaction execution, account administration, and client service operations in coordination with advisors, internal teams, and custodians. The ideal candidate has 2–6 years of experience in wealth management operations, is highly organized, and thrives in a fast-paced environment. Experience with Schwab and Fidelity Institutional platforms, strong Excel skills, and familiarity with Salesforce are preferred. A bachelor’s degree is required, ideally in finance or a related field. Compensation includes a base salary of $70–$75k plus bonus. Please reference job #RES25-426.

Hiring remote/hybrid if in San Francisco: Enterprise Account Executive (fintech sales) for a cutting-edge, early-stage platform redefining how funds, asset managers, and family offices manage short-term cash. This next-gen solution enables automated, compliant investments in U.S. Treasury bills—offering safety, liquidity, and yield. Exceptional opportunity for a fintech sales pro with 5+ years of experience selling software or financial infrastructure into asset managers, family offices, RIAs, etc. Must have start-up experience. The company is well-funded and scaling fast, creating a new category with proprietary technology. Salary range $150-180k doe, OTE potential $300k uncapped, equity
options. Please reference job #RES25-425.

Hiring remote/hybrid if in San Francisco: Enterprise Account Executive (fintech sales) for an innovative, early-stage provider of a next-gen banking platform enabling automated investments in US Treasury bills. Exceptional opportunity for a fintech sales pro with 5+ years of experience and quota track record selling software into CFOs, treasury, and finance executives. Must have start-up experience. Company is solidly funded and positioned to grow rapidly, defining new solutions category with proprietary technology. Salary range $150-180k doe, OTE potential $300k uncapped, equity options. Please reference job #RES25-424.

Manufacturing Vertical Head (Sales & Delivery) for a rapidly growing IT consulting & solutions provider. Quota-carrying leadership role for a dynamic, seasoned (7-10+ years) IT sales pro with proven skills in digital transformation engagements across the manufacturing industry. Great opportunity to shape and drive the company’s strategic growth in the sector. Requires broad knowledge of today’s technology solutions ranging from embedded engineering to supply chain integration and IoT, plus collaborative team leadership abilities. Hybrid work presence, can be based in Chicago, Detroit, or Dallas office; client travel as needed. Salary range $200-250k base doe, plus target bonus 20-30%. Please reference job #RES25-423.

Hiring hybrid in NY, NJ or FL: Trust and Estate Administration Paralegal with over 5 years of experience for a top Am 100 law firm. Can be based in NYC, Hackensack, NJ or Boca Raton, FL office (hybrid schedule). Must have paralegal certificate, college degree, 5+ years’ experience working for an Am 100/200 law firm or similar. The role involves managing all aspects of estate and trust administration, including probate processes (with a preference for familiarity with NJ, NY, and FL probate), client interactions, coordination with financial planners and accountants, and the preparation of estate tax returns and fiduciary accountings. Salary range $76k-$162k depending on experience, plus full benefits program. Please reference job #RES25-422.

Hiring remote or NYC: Business Development Officer for a growing Multi-Family Office (MFO) Group that manages billions in assets for high-net-worth clients. Seeking a wealth management sales professional with 5+ years in the field with strong network and demonstrated track record of bringing in new HNW clients. Must be a skilled presenter & relationship manager, able to represent a Top 100 RIA. Handle full cycle sales from pipeline building to onboarding new clients. Work remotely or in NYC office in Manhattan's Financial District. Salary structure flexible & negotiable depending on experience; can be draw or base with a formulaic bonus reflecting new-client revenue brought in. Base estimate $100- $200k/ "all in" uncapped. Please reference job #RES25-421.

Hiring hybrid in Las Vegas, NV: Registered Client Service Associate. A dynamic CFP/CRPC with a growing clientele seeks a licensed CSA (holding FINRA Series 7 and 65) with 5-10 years’ experience in wealth management to help ensure great client service and office efficiency as his team transitions to a new RIA and Broker-Dealer. Position requires significant experience with High Net Worth (HNW) client interaction, account transactions and related software, and a proactive approach to office support. Hybrid schedule, 4 days in office/1 WFH, primarily on-site support for busy, congenial team. Compensation: $80-120k doe, plus bonus, medical benefits, 401(k) match.


Fantastic opportunity to join a collegial, fast-growing team that values client service professionals who are self-starters and enjoy helping to shape processes and infrastructure to position the team for continued growth. You'll be part of a warm, collaborative culture where your ideas are welcomed, and you'll have the autonomy to make an impact. The environment encourages innovation, offers opportunities to learn and take on additional responsibilities over time, and genuinely supports work-life balance. Please reference job #RES25-420.

Hiring: Senior Fintech Account Manager (Vertical: Hedge Funds) in NYC for a leading FinTech solutions provider to the alternative investments industry. Position manages a dedicated territory/client list and helps identify new opportunities. Seeking an experienced (5-6+ years) senior fintech account management professional with broad knowledge of buyside technology and the asset management/ alternatives ecosystem and strong track record managing minimum $3 Mn book with YoY quantitative growth (10-15% ARR). Multifaceted role working with sales and senior leadership on some of today’s most challenging fintech issues. Salary range $125-150k doe plus commissions (uncapped), full benefits. Please reference job #RES25-419.

Hiring: Fintech Account Manager (Vertical: Hedge Funds) in NYC for a leading FinTech solutions provider to the alternative investments industry. Position manages a dedicated territory/client list and assists sales teams in identifying new opportunities. Seeking an experienced (3-4 years) account manager with knowledge of buyside technology and the asset management/ alternatives ecosystem and strong track record managing minimum $1.5Mn book with YoY quantitative growth (10-15% ARR). Multifaceted role working with sales and senior leadership on some of today’s most challenging fintech issues. Great opportunity! Salary range $90-120k doe plus commissions (uncapped), full benefits. Please reference job #RES25-418.

Hiring in Summit/Florham Park, NJ: Branch Operations Specialist for a leading, well-known investment and financial services firm (broker dealer). Position supports several area branch offices, reporting to Branch Manager. Requires 2+ years of experience in financial services, including experience with brokerage operations and must hold FINRA SIE, Series 7 and 63. Strong interpersonal skills, intermediate Microsoft Office, ability to work with/learn other computer platforms. Great team, comfortable work pace. Salary $75k plus bonus and full benefits package. Please reference job #RES25-417.

Hiring remote United States (except California): VP, Sales (Player/Coach) for a growing IT Consulting and Professional Services firm serving varied industries. Main verticals: Capital Markets, Banking & Insurance, Mortgage & Lending, Payments. Seeking a dynamic, proven sales hunter experienced in negotiating deals of $10 million and up for a large global IT consulting & professional services firm (e.g. Accenture, Cognizant, Infosys, etc.) and selling full range of consulting/professional services. Player/coach role driving expansion across multiple verticals in the US market (50:50 individual contributor and strategic leadership of other sales vertical heads). Must have track record building new business revenue, C-level presentation skills, experience in BFSI sales and team coaching/mentoring. Salary range Base $175k -200k doe /$400k OTE uncapped commission. Please reference job #RES25-416.

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 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.

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.

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.