How We Work
Our recruiting process is thoughtful, transparent, and built around long-term success.
We begin every engagement by taking the time to understand your business, your team, and the specific role you are hiring for. This includes aligning on responsibilities, expectations, compensation, and what success truly looks like so we are not just filling a seat, but supporting your growth.
From there, we run a hands-on search process that includes targeted sourcing, in-depth screening, and candid conversations with candidates. We focus on quality over volume and present a curated group of professionals who are both technically qualified and aligned with your culture.
Throughout the search, we act as a strategic partner by providing guidance on hiring strategy, market insights, and candidate feedback so you can make confident, informed decisions. We support both retained and contingent searches and tailor our approach based on your needs, timeline, and hiring goals.
Our clients, particularly in wealth management and financial services, value our clear communication, responsiveness, and commitment to getting the hire right.
Who We Work With
We work best with organizations that care deeply about the people they hire.
Our clients typically include:
Wealth management firms and RIAs
Financial advisors and advisory teams
Boutique financial services companies
Nonprofits and mission-driven organizations
Small to mid-sized businesses building or refining their teams
Most of the leaders we partner with are navigating growth, change, or transition — and want a recruiting partner who is proactive, honest, and invested in getting it right.
Whether you are making a key leadership hire, building out an operations team, or hiring your first support role, we meet you where you are and guide you through the process with clarity and care.
Roles We Place
We specialize in placing trusted professionals in roles that are critical to the success of wealth management and financial services firms. Our searches are thoughtful, relationship-driven, and tailored to each team we support.
Common roles we place in wealth management and financial services include:
Client Service Associates
Executive Assistants and Operations Managers
Relationship Managers
Paraplanners and Financial Planning Associates
Investment Operations and Trading Professionals
Lead and Senior Financial Advisors
Practice Managers and Directors of Operations
Insurance Operations and Support Professionals
We also partner with nonprofits and growing small to mid-sized businesses to place:
Executive Assistants and Chiefs of Staff
Operations and Administrative Leaders
Program and Development Managers
Business Operations and Support Roles
Each search is customized based on your business model, team structure, and long-term goals, ensuring every hire is positioned for success beyond day one.
“Great vision without great people is irrelevant.”