Our Approach
Job Discovery
Sophisticated recruitment Process
Local Market Demands
Hiring to fill a void within a boutique firm is imperative, ensuring operations and compliance are properly maintained without compromising client service. During Job Discovery, we collaborate with our clients to:
- Identify The Immediate Need
- Define Role Responsibilities
- Determine Experience Required
- Outline Desired Credentials
- Describe Ideal Candidate
Local Market Demands
Sophisticated recruitment Process
Local Market Demands
Market Demands vary across the nation, significantly impacting the talent pool. To ensure our clients stay competitive and attract Top Talent, we provide compensation recommendations leveraging data, specific to:
- Precise Location
- Firm Size & Total AUM
- Title & Responsibilities
- Years of Experience
- Designations, Certifications & Licenses
Sophisticated recruitment Process
Sophisticated recruitment Process
Sophisticated recruitment Process
Applying firsthand industry experience, we created a sophisticated interview process specific to boutique Wealth Management firms and provide customized outlines for each client. The process includes:
- Initial Job Discovery Call
- Identify Industry Experts
- Refine Prospective Candidate List
- Engage Top Industry Talent
- Thoroughly Vet Candidates
- Submit Qualified Candidates
- Coordinate Interviews
Positions We Fill
