NOTABLE AND RECENT SEARCHES COMPLETED
External Wholesaler Placements
(Regional Vice President, Regional Director, Senior Vice President)
Covering Wirehouses, Independent Broker-Dealers, Registered Investment Advisors (Mutual Funds, SMAs, ETFs, Variable Annuities)
Chicago (multiple), New Jersey, New York City (multiple), Kansas City, Michigan (multiple), Ohio (multiple), Houston (multiple), Indiana, Denver, San Francisco (multiple), Boston, Pittsburgh, Seattle, Mid-Atlantic, North Carolina, Atlanta (multiple), Southern California: San Diego, Los Angeles, Inland Empire (multiple), Dallas, Philadelphia, Miami, Central Florida, St. Louis, Louisiana, Arizona, Utah
Internal Wholesaler Placements
New York City (multiple), Chicago, Baltimore (multiple), Columbus, OH (multiple), Dallas (multiple)
Internal Sales Consultant, Insurance Placements
Houston (multiple)
Financial Advisor/Financial Representative Placements
Multiple hires in Florida, Connecticut, Chicago, New Jersey, Seattle, North Carolina, Michigan, Virginia, and Indiana
Business Development Officers/High Net Worth Sales Placements
San Diego, Chicago, Miami, Boston
Trust Sales/Trust Development Officer Placements
New England
Management/Leadership Placements-Internal, Divisional, and National
New York City (multiple), Southeast
Liquidity/Money Market Fund Sales Placements
Southeast, San Francisco, Houston, Boston, Los Angeles, New York City, Baltimore
National Account/Key Account/Head of National Accounts Placements
New York City (multiple)
401(k)/Retirement Plan Sales Placements
Los Angeles, Southeast, Midwest
Sub-Advisory Sales (Internal and External) Placements
Boston, Los Angeles, New York City (multiple), San Francisco
Director of Operations, Director of Compliance, Risk Management Placements
Southeast, New England
(Regional Vice President, Regional Director, Senior Vice President)
Covering Wirehouses, Independent Broker-Dealers, Registered Investment Advisors (Mutual Funds, SMAs, ETFs, Variable Annuities)
Chicago (multiple), New Jersey, New York City (multiple), Kansas City, Michigan (multiple), Ohio (multiple), Houston (multiple), Indiana, Denver, San Francisco (multiple), Boston, Pittsburgh, Seattle, Mid-Atlantic, North Carolina, Atlanta (multiple), Southern California: San Diego, Los Angeles, Inland Empire (multiple), Dallas, Philadelphia, Miami, Central Florida, St. Louis, Louisiana, Arizona, Utah
Internal Wholesaler Placements
New York City (multiple), Chicago, Baltimore (multiple), Columbus, OH (multiple), Dallas (multiple)
Internal Sales Consultant, Insurance Placements
Houston (multiple)
Financial Advisor/Financial Representative Placements
Multiple hires in Florida, Connecticut, Chicago, New Jersey, Seattle, North Carolina, Michigan, Virginia, and Indiana
Business Development Officers/High Net Worth Sales Placements
San Diego, Chicago, Miami, Boston
Trust Sales/Trust Development Officer Placements
New England
Management/Leadership Placements-Internal, Divisional, and National
New York City (multiple), Southeast
Liquidity/Money Market Fund Sales Placements
Southeast, San Francisco, Houston, Boston, Los Angeles, New York City, Baltimore
National Account/Key Account/Head of National Accounts Placements
New York City (multiple)
401(k)/Retirement Plan Sales Placements
Los Angeles, Southeast, Midwest
Sub-Advisory Sales (Internal and External) Placements
Boston, Los Angeles, New York City (multiple), San Francisco
Director of Operations, Director of Compliance, Risk Management Placements
Southeast, New England