After client acquisition, talent acquisition is most critical to business growth. We provide insights and time leverage to firms and practices by finding their next team members. Whether its a Fortune 500 firm or a solo practitioner making their first support hire- we can help.
Common roles include:
Whether an inexperienced talent going into a training program or an advisor with a book of business.
Client facing advisors that will manage relationships within a practice whether for support, scale or succession planning.
Professionals focused on building comprehensive financial plans and client strategy.
Portflio managers, analysts and directors of investment roles.
operations and Service
Investment operations, client service associates, general ops and admin professionals
Leaders & Management
Experienced firm leaders, compliance and recruiting roles.