NATIONAL EXECUTIVE SEARCH
PRACTICE AREAS
External Wholesalers (Regional VP, Regional Director, and SVP level positions covering Wirehouses, IBDs, and RIAs), Internal Wholesalers, Institutional Sales, Business Development Officers, C-Suite Executives, HR, Financial Representatives, Wealth Advisors, Management Roles, Liquidity/Money Market Fund Sales, National & Key Accounts, Sub-Advisory Sales, Trust Sales, High Net Worth Sales, and 401(k)/Retirement Plan Sales, Compliance, Operations
External Wholesalers (Regional VP, Regional Director, and SVP level positions covering Wirehouses, IBDs, and RIAs), Internal Wholesalers, Institutional Sales, Business Development Officers, C-Suite Executives, HR, Financial Representatives, Wealth Advisors, Management Roles, Liquidity/Money Market Fund Sales, National & Key Accounts, Sub-Advisory Sales, Trust Sales, High Net Worth Sales, and 401(k)/Retirement Plan Sales, Compliance, Operations
Finding candidates in today's marketplace can be quite a challenge. Companies are faced with the difficult task of identifying, attracting, and retaining the very best talent. By partnering with us, we solve the problem of finding and hiring great people. With a focus on unparalleled service and timely, effective results, we provide our clients with superior hiring solutions.
SEARCH PROCESS
- Develop a thorough understanding of the job description, company, and needs of the company and hiring manager.
- Save time by quickly developing lists of qualified candidates who are interested in the company and interviewing for the position.
- Manage the search process, attract and present qualified candidates, assist in offers, and facilitate the on-boarding process.
- Resolve any challenges that may arise and create a successful, long-term match between companies and candidates.
WHY PARTNER WITH US?
- Client focused: we develop long-term partnerships with our client companies to create stronger and better matches.
- Over 20 years of expertise and knowledge within the financial services industry and third-party distribution.
- Maintain and continue to grow a passive and active candidate database/pool in every major and (non-major) market.
- Our research capabilities, networking resources, and deep database will provide access to the best candidates in the market.
- We don't just post positions hoping to find candidates, we actively recruit the best passive and/or active talent for your position.
- Partner with a select number of companies ranging from Fortune 100 to boutique firms providing outstanding service and results.
- Work directly with candidate and company to build trust, form lasting relationships, and achieve faster placements.