Right Executive Search, LLC

Right Executive Search, LLC Placing the RIGHT candidate in the RIGHT position, RIGHT from the start! Our expertise is in PROACTIVELY SOURCING & ACTIVELY CONNECTING with talent.

■ RES' services are dedicated to recruiting & screening mid to C-Level Executives in the Financial Services & Management Consulting Industries. Our geographic focus is the Tri-State Area (New York City, New Jersey, and Connecticut) but we have a strong national presence as well. Because this is our core competency, quite simply, we have access to candidates that clients may not have the opportunit

y to reach. This access comes through:

► From its own successful postings and placements, RES has earned its position in the top 1% of most-viewed profiles on LinkedIn; in the top 100 agency recruiters on The Ladders.
► Established, strong networks tied to our long and successful careers at Fortune 500 companies
► Our affiliations & membership in over 200 networking groups
► Our visibility & activity on social media sites
► Publishing job search advice articles on career websites
► Connecting with candidates through our career coaching & resume-writing business
► Conducting career-coaching seminars at colleges & universities

****Candidate News****
■ RES Now Offering Resume Writing, Interview & Career Coaching
www.PrepareForYourNextInterview.com

Hiring: Client Service Associate (RIA) | Houston, TX (Galleria area, On-site) | Wealth Management | Salary $80k to $100k...
06/17/2026

Hiring: Client Service Associate (RIA) | Houston, TX (Galleria area, On-site) | Wealth Management | Salary $80k to $100k doe, plus bonus. Our client is a boutique, fee-only wealth management firm overseeing over $850 million in assets, known for its high-touch service and strong client relationships, primarily serving retirees. This is a highly visible, client-facing role supporting advisors and handling day-to-day operations including account opening, ACAT transfers, money movement (wires, ACH, distributions, RMDs), trade processing under advisor direction, and maintaining accurate client records. You will work closely with an experienced Director of Operations and gain hands-on exposure across all aspects of client service. Seeking 3 to 10 years of experience supporting financial advisors, strong communication skills, attention to detail, and comfort with CRM and custodian platforms. Schwab platform exp is a plus. The firm offers a collaborative, team-oriented, and family-style culture, along with a competitive base, bonus, 401(k) with match, strong benefits, generous PTO, and real long-term growth. Contact: [email protected]

Hiring hybrid in Florham Park, NJ: Senior Wealth Advisor for a combined Family Office and RIA managing over $1.6 billion...
06/15/2026

Hiring hybrid in Florham Park, NJ: Senior Wealth Advisor for a combined Family Office and RIA managing over $1.6 billion in assets and growing rapidly. The firm seeks an experienced senior financial advisor (8-10+ years) with CFP certification and Series 65 license, a client-first mindset and proven financial planning skills across tax, estate, insurance, and investment matters. The ideal candidate will excel at client relationships and enjoy mentoring junior advisors as they grow in the profession. Great opportunity with a collaborative, growing team and hybrid schedule (4 days in office), and comprehensive benefits package. Salary range $180k-$200k DOE, plus discretionary bonus, Contact: [email protected].

Hiring in Anchorage, Alaska (generous relo assistance available) – Trust Advisor and Senior Trust Advisor (2 positions) ...
06/14/2026

Hiring in Anchorage, Alaska (generous relo assistance available) – Trust Advisor and Senior Trust Advisor (2 positions) with a national trust company that is expanding its Anchorage office. Great opportunity in true trust management; no sales. Trust Advisor is open to trust administrators with 2-6 years of experience in servicing HNW/UHNW client accounts; will be mentored to take over an existing book of business. Senior Trust Advisor is suitable for trust officers with 7-15+ years who have worked with complex trusts and as main point of contact for HNW/UHNW clients ($25-$50+mm level). The Senior Trust Advisor will own the client relationships and collaborate with clients’ external advisors. On-site roles only; relocation assistance available to qualified candidates. Base 150-180k plus bonus. Contact: [email protected].

Hiring Hybrid NYC: Marketing Manager (Fintech) for a fast-growing fintech firm that helps financial institutions create ...
06/14/2026

Hiring Hybrid NYC: Marketing Manager (Fintech) for a fast-growing fintech firm that helps financial institutions create and manage custom investment indexes supporting ETFs and structured products. This is a highly visible, hands-on role responsible for elevating brand, driving campaigns, and building a scalable marketing function. Responsibilities include developing and executing targeted marketing campaigns aligned with sales priorities, managing outbound and inbound marketing efforts, creating content (emails, landing pages, white papers, newsletters), overseeing LinkedIn and website strategy, optimizing SEO and paid campaigns, and supporting sales enablement and events. Will work closely with Sales, Product, and Client Service teams. Requires 3 to 7 years of B2B marketing experience within fintech or financial services, hands-on experience with Salesforce Marketing Cloud, strong outbound and inbound marketing skills, and experience with tools such as Google Analytics, WordPress, Figma or Canva. Experience targeting asset managers, banks, ETF issuers, hedge funds, insurance companies, private banks, RIAs, or similar is a plus. Hybrid 3 days in office NYC Midtown. Salary $130K to $150K plus equity participation.
Contact: [email protected]

Hiring in North Barrington, IL: Client Service Associate (Wealth Management) for a nationally recognized financial servi...
06/13/2026

Hiring in North Barrington, IL: Client Service Associate (Wealth Management) for a nationally recognized financial services firm with over 100 locations and more than $72 billion in client assets. This role supports financial advisors and clients by managing account activity, coordinating client service needs, and delivering a high-quality client experience. Responsibilities include serving as a primary client contact, supporting financial planning efforts through data gathering and documentation, assisting with account opening and maintenance, managing CRM updates and follow-ups, and supporting operational workflows including billing, compliance, and custodial coordination as well as administrative support i.e. answering phones, scanning etc. The ideal candidate has 2+ years of wealth management client service or operations experience, supporting financial advisors, strong communication skills, high attention to detail, and a client-first mindset. Experience with Pershing NetX360, Pershing Wove, or similar platforms is a plus. Strong opportunity for growth in a collaborative, team-oriented environment. Base 65k - 85k plus bonus DOE and full benefits including 401k with match, health, dental, vision, FSA, and generous PTO.
Contact: [email protected]

Hiring in Ramsey, NJ (in-office with limited remote flexibility after training): part-time Administrative Assistant (app...
06/12/2026

Hiring in Ramsey, NJ (in-office with limited remote flexibility after training): part-time Administrative Assistant (approximately 24 to 30 hours per week) for a boutique accounting and advisory firm known for its collaborative culture and commitment to professionalism. This multifaceted role supports both administrative and operational functions across the firm, including executive calendar management, workflow coordination via Canopy CRM, HR administration, bookkeeping support, accounts receivable, and client communications. The ideal candidate brings 7+ years of experience in an administrative, office management, or executive support role, strong technology aptitude with the ability to learn new platforms quickly, proficiency in Microsoft Office Suite, and experience with AI tools such as ChatGPT or Copilot to streamline workflows. Experience supporting bookkeeping or accounting functions and knowledge of QuickBooks Online are a plus. Compensation is $27 to $37 per hour depending on experience. Email resume and compensation requirements to: [email protected].

Hiring in-office in Houston, TX: AVP or VP (DOE), Trust Operations for a large, independent trust company known for pers...
06/11/2026

Hiring in-office in Houston, TX: AVP or VP (DOE), Trust Operations for a large, independent trust company known for personalized service to high-net-worth individuals and multigenerational families. The AVP is a key member of the Operations & Middle Office team and works with daily cash processing and settlement. Candidates should have 2-10 years of trust operations experience and background in accounting, balancing, and reconciliation. Familiarity with a trust accounting system (GWES exp big plus) and must be proficient with traditional Microsoft Office programs (Word, Excel, etc.) Excellent career growth opportunity with highly respected firm. Salary range $70k-$95k depending on experience, plus comprehensive benefits package and short- and long-term incentive programs. Contact: [email protected].

Hiring hybrid (4 days on-site / 1 day remote) in North Barrington, IL: Paraplanner / Wealth Management Client Service As...
06/11/2026

Hiring hybrid (4 days on-site / 1 day remote) in North Barrington, IL: Paraplanner / Wealth Management Client Service Associate for a nationally recognized financial services firm with 100+ locations across the U.S. and over $72 billion in client assets under management. The North Barrington office oversees more than $1 billion in client assets and is seeking a polished, client-focused professional to support advisor relationships, financial planning, account servicing, and daily operations. This role offers broad exposure to both the service and planning functions of a full-service wealth management practice. Requires 2+ years of experience in a paraplanner, client service, or operations role within wealth management supporting one or more financial advisors, including financial plan preparation and advisor support. Experience with MoneyGuidePro, Tamarac, and Junxure or similar platforms preferred; familiarity with Pershing NetX360 or Wove is a plus. Strong written and verbal communication skills, high attention to detail, demonstrated integrity, and understanding of fiduciary responsibility required. Salary $65,000 to $85,000 DOE, bonus eligible. Email resume and compensation requirements to: [email protected].

Hiring hybrid: Assistant Vice President – Hedge Fund Accounting in Fair Lawn, NJ for a global provider of governance and...
06/10/2026

Hiring hybrid: Assistant Vice President – Hedge Fund Accounting in Fair Lawn, NJ for a global provider of governance and administration services to the asset management industry. Key role managing a small number of client relationships and portfolios from start to finish – processing transactions, calculating NAV, preparing statements, etc. Must have college degree and 5 or more years’ hedge fund accounting experience, including at least 2 years’ managerial experience. Hybrid schedule, 4 days in office, 1 WFH. $90-120k depending on experience, plus bonus. Contact: [email protected].

Hiring in New Berlin, WI: Client Service Associate for a well-established wealth management firm. Responsibilities inclu...
06/10/2026

Hiring in New Berlin, WI: Client Service Associate for a well-established wealth management firm. Responsibilities include supporting advisors, handling account maintenance and money movement, assisting with financial plans, and preparing for client meetings. Requires a bachelor’s degree, 1 to 3 years of relevant experience, and Series 65 or ability to obtain. Strong communication, attention to detail, and a client-first mindset are key. Offers mentorship, competitive compensation, full benefits, and a collaborative, growth-oriented environment, with the opportunity to move into an advisor track if interested. Compensation: Base 65k - 90k plus bonus. Contact: [email protected]

Address

1 International Boulevard, Suite 400
Mahwah, NJ
07495

Telephone

+12017887283

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