Financial Services Executive Search in the New York Tri-State Area

Serving the entire New York tri-state area, including all of New York, New Jersey and Connecticut.

For over 30 years, firms have relied on Ramax for financial services hiring. We work with investment-led and regulated platforms where governance, growth and talent decisions intersect. These are examples of how we can help; a conversation lets us put your particular needs in context.

Start with the investment business behind the search

A hedge fund CFO, a private equity finance leader and an asset management controller can share parts of a background while owning different work. Before identifying candidates, we discuss the funds, the management company, the providers and the decisions the hire will need to make. The same discipline applies to legal, compliance, risk and operating searches.

For employers throughout the tri-state area, we clarify where the person will work, which colleagues they need to work with and whether a national candidate search could strengthen the options. Our coverage extends across all of New York, New Jersey and Connecticut.

Legal, finance and compliance are central to the business

Ramax recruits chief legal officers, general counsel, attorneys, CFOs, controllers, CCOs and compliance professionals, alongside COOs and leaders in risk, operations, investment and investor relations. A search can concern a senior appointment, a key specialist or the professional who gives an established leader more capacity.

Consider a hypothetical legal hire supporting both fund activity and the management company. The employer needs to distinguish the matters the attorney would own, the work handled by outside counsel and the responsibilities that remain with senior leadership. Those details help us identify relevant experience and give candidates a clearer understanding of the opportunity.

A New York role can still call for a national search

Being based in New York does not mean every suitable professional is already nearby. Some searches benefit from considering people prepared to relocate, while others require an established local presence. An employer may also permit a defined hybrid arrangement. We establish those requirements for the actual role rather than assume one model applies to every firm.

For candidates, it helps to discuss the assignment before narrowing the conversation to a title or compensation number. What would you take ownership of? Which colleagues would you work with? What experience would you gain, and what expectations come with it?

Explore our sectors and functions

Our coverage includes investment organizations and the firms that support them. Select a specialty to learn more about the kinds of roles and responsibilities we recruit.

Financial services sectors

Hedge funds · Private equity · Private credit · Asset management · Banking · Family offices · Wealth management and RIAs

Leadership and specialist functions

Accounting and finance · Legal, compliance and regulatory · Risk · Operations and middle office · Investment, trading and quantitative · Investor relations and capital formation

Questions that help define the search

• Does the position cover the funds, the management company or both?
• Which decisions belong to the new hire, and which remain with existing leadership?
• Where will the person work and collaborate with the team?

Employers can begin with the problem they want the hire to address. Professionals can begin with the kind of responsibility they want next. You do not need to have every detail settled before speaking with Ramax.

Location matters. The right fit can be national.

Ramax is based in New York and serves financial services employers and professionals nationwide. This page describes a market we serve. Open roles, office requirements and remote or hybrid eligibility vary by employer and assignment. Our public job board shows selected searches; it is not a complete account of every conversation or opportunity.

View selected active searches or explore the markets we serve.

Related perspectives

• Before Your Hedge Fund Adds Another Senior Hire, Map the Work
• Private Equity Finance Hiring: Define the Work

Talk through the work or the next move

If a short conversation would be useful, we can discuss the responsibility, experience and working arrangement involved. Contact Ramax at (212) 686-1686 or use the appropriate route below.