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...
06/03/2026

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...
06/01/2026

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 on-site in Houston, TX: VP/SVP Information Security Risk Officer for a growing independent trust company with dee...
05/31/2026

Hiring on-site in Houston, TX: VP/SVP Information Security Risk Officer for a growing independent trust company with deep roots in Texas and a long history of serving affluent individuals and multigenerational families in the region. Reporting to the CEO, the ISRO will lead the firm’s overall technology and information security strategy. The company is seeking an experienced (10+ years) IT executive with a background in financial services or banking, along with strong knowledge of regulatory technology requirements and industry frameworks. Knowledge of FFIEC is required, and CCISO, CISM, or CISSP designations are preferred. This is an exceptional opportunity to lead and own the full IT and cybersecurity function and vision, with one direct report. Salary range $165k to $200k doe, plus bonus, long-term incentive program including employee tracking stock grants and a comprehensive benefits program. Contact: [email protected].

Hiring in Radnor, PA (Hybrid): Wealth Management Operations Manager for a growing Registered Investment Advisor (RIA) fi...
05/31/2026

Hiring in Radnor, PA (Hybrid): Wealth Management Operations Manager for a growing Registered Investment Advisor (RIA) firm. Role oversees day-to-day operations, client service workflows, and team performance while ensuring efficiency, compliance, and a high-quality client experience. Responsibilities include account management, trading support, CRM oversight, 401(k) administration, custodial relationships (Schwab, Fidelity), process improvement, and team leadership across operations and client service functions. Requires 5 to 10+ years of experience in RIA or wealth management operations, strong understanding of custodial platforms, and experience managing workflows and teams in a fast-paced environment. Competitive base salary dependent on experience plus bonus. Offers company-paid health, dental, and vision (100% employee), 401(k) with up to 3% match , generous PTO, and a flexible hybrid schedule. Collaborative, entrepreneurial culture within a stable, growing, family-owned firm. Send resume and compensation requirements to: [email protected]

Hiring in Anchorage, Alaska (generous relo assistance available) – Trust Advisor and Senior Trust Advisor (2 positions) ...
05/31/2026

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 ...
05/31/2026

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...
05/30/2026

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 Waukesha, WI: Senior Financial Advisor (Servicing Advisor) for a well-established wealth management firm. This...
05/29/2026

Hiring in Waukesha, WI: Senior Financial Advisor (Servicing Advisor) for a well-established wealth management firm. This role focuses on delivering comprehensive financial planning and investment management services to high-net-worth and mass-affluent clients. The advisor will serve as a trusted partner, building long-term relationships while providing holistic guidance across retirement, tax, estate, and investment strategies. Unique opportunity as an incumbent lead advisor plans to retire within the next year, offering continuity of client relationships, and the potential to step into a lead role servicing an established book of business. Compensation: $150K to $200K base plus bonus, along with a comprehensive benefits package and strong career advancement opportunities within a collaborative, team-oriented environment.

Hiring in-office in Houston, TX: AVP or VP (DOE), Trust Operations for a large, independent trust company known for pers...
05/28/2026

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: Assistant Vice President – Hedge Fund Accounting in Fair Lawn, NJ for a global provider of governance and...
05/27/2026

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].

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1 International Boulevard, Suite 400
Mahwah, NJ
07495

Telephone

+12017887283

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