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Investment & Wealth Management Recruiting

2,500+ total placements including 14 across Investment & Wealth Management. 9.9% fee. 18-month guarantee. Every result published.

2,500+
Total
Placements
13 days
Avg. First Accepted
Submittal
75%
Candidate
Acceptance Rate
9.9%
Our Fee.
Every Search.
Home› Case Studies› Placement Database› Sub-Industry› Investment & Wealth Management
A note on our fee: Our 9.9% fee has been available on every search since we started in 2017. It always includes our 18-month guarantee.
Showing 1–14 placements
Chief Executive Officer
Financial Services|Great Lakes|$325,000
On-siteC SuiteExecutive Leadership3 searches together
1
Days to first
accepted submittal
8 days intake to offer-extended candidate
›
Chief Financial Officer
Financial Services|Great Lakes|$250,000
On-siteC SuiteExecutive Leadership3 searches together
7
Days to first
accepted submittal
14 days intake to offer-extended candidate
›
Director of Operations - Wealth Management
Financial Services|Pacific Northwest|$135,000
On-siteDirectorOperations & Supply Chain2 searches together
8
Days to first
accepted submittal
43 days intake to offer-extended candidate
›
Senior Account Manager
Financial Services|Pacific Northwest|$120,000
On-siteManagerSales & Business Development4 searches together
9
Days to first
accepted submittal
9 days intake to offer-extended candidate
›
Associate Financial Advisor
Financial Services|Mountain West|$100,000
On-siteEntry/CoordinatorFinance & Accounting3 searches together
$100,000
Salary
›
Senior Equipment Leasing Sales Executive
Financial Services|Remote / National|$100,000
RemoteMid/Senior ContributorSales & Business Development3 searches together
$100,000
Salary
›
Human Resources Specialist
Financial Services|New England|$80,000
HybridEntry/CoordinatorHuman Resources
15
Days to first
accepted submittal
99 days intake to offer-extended candidate
›
Senior Equipment Leasing Sales Executive
Financial Services|Remote / National|$90,000
RemoteMid/Senior ContributorSales & Business Development3 searches together
$90,000
Salary
›
Compliance Officer
Financial Services|Remote / National|$80,000
RemoteMid/Senior ContributorLegal & Compliance3 searches together
$80,000
Salary
›
Client Support Coordinator
Financial Services|Great Lakes|$65,000
On-siteEntry/CoordinatorAdministrative & Office Support
4
Days to first
accepted submittal
25 days intake to offer-extended candidate
›
Sales Executive
Financial Services|Pacific Northwest|$60,000
On-siteMid/Senior ContributorSales & Business Development4 searches together
$60,000
Salary
›
Church Administrative Assistant
Financial Services|Plains|$50,500
On-siteEntry/CoordinatorAdministrative & Office Support
18
Days to first
accepted submittal
19 days intake to offer-extended candidate
›
Mortgage Support Specialist
Financial Services|Pacific · VA|$37,960
On-siteEntry/CoordinatorAdministrative & Office Support
$37,960
Salary
›
Loan Originator
Financial Services|Mid-Atlantic|$50,500
On-siteSales & Business Development2 searches together
$50,500
Salary
›

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