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Open Positions

Due Diligence Officer Base will be dependent upon experience. You must have extensive conduct due diligence on products for the broker dealer community. Submit your resume toDan@jctrident.com.

RaiseAUM.com Content Manager, Location is Flexible - The RaiseAUM.com team is looking for one investment professional who would like to spend 3 hours a week helping us with our upcoming newsletter, publishing articles, and interviewing industry experts.   If you would like to join our team and get your name out into the industry more often please email us at Contribute@RaiseAUM.com.

Recruiters - Broker Dealer - $75-100k base depending upon your experience plus override on the GDC that you bring in.   This is a very unique BD in the market that they serve.  You must have a rolodex of active recruiting prospects for this position.  The bigger the GDC the better.  This is a tremendous opportunity to get in on the ground floor of a fantastic opportunity.    Submit your resume toDan@jctrident.com.

Director of Advisory Services- $150-200k base plus bonuses.  Compensation should be around $300-400k and possibly more with restricted stock.This is a great opportunity for someone with a strong Fee Based Platform background.  You must have management experience as you will be leading a team of 20+ professionals.  You must have a Series 7, 24 and 65 as well as a clean U-4 to be considered for this position.  Finally, if you have product development experience you will have a definite leg up on the competition. Submit your resume toDan@jctrident.com.

Retirement Plan Wholesaler, 401(k)'s and 403(b)'s  - $50k base with current production producing a total compensation package of about $110-120k.   There are NO GUARANTEES beyond the base.  Submit your resume toDan@jctrident.com.

Director of Client Services, National but must be based in the NYC area - Four primary target markets 1) Direct to Medical Professionals, 2)Financial Planners, 3)CPA's and 4) Attorney's. Hedge Fund and Separate Account products. $50-60k base (depends on experience) plus commissions.  Partnership opportunities are possible for top producers. They have a 15 year track record absolutely crushing the S&P, exceptional relationships in the Medical Community, and a tremendous product offering.  This is an incredible opportunity.  You will be servicing existing accounts as well as prospecting for new accounts. Submit your resume to: Dan@jctrident.com.


Get YOUR dream Investment Marketing Job  This article provides some details on investment sales careers in general and also provides a few fresh ideas on approaching your next job search. 

 We are looking for additional investment marketing positions that we can post within this section of our website.  Need to add someone to your team?  The open position you list here is free for the first 6 months.  List your open position today by emailing us at Contribute@RaiseAUM.com.


+ Read our exclusive Expert Industry Interview with Dan Baccarini of J.C. Trident, Inc.



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