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Final terms were agreed on, and a verbal offer was made and accepted. Keller Executive Search successfully recruited a Business Support Manager with previous experience in legal and finance support. The hire handled private information with care and had the skill to keep daily work correct and timely. Senior leadership gained a single point of contact for all bills, files, office needs, and general support requests. Better support was also achieved across the company’s sites without adding new layers to its flat structure.
The quality of the candidates that Keller Executive Search presented meant that the firm could deliver an outcome beyond its original brief, two senior appointments from one engagement. The Head of CFO Services had spent his entire career in UHNWI family office and private wealth advisory. He had led a Finance-as-a-Service practice at a large national advisory firm and, prior to that, developed outsourced CFO, treasury, and investment oversight structures for a family office managing more than $15 billion in assets. The second appointment was a Senior Relationship Manager with a similarly specific background. After having built a single-family office from the ground up, he spent the next several years managing a concentrated portfolio of UHNWI client relationships at the level of wealth and complexity the firm’s clients represent.
The incoming producer’s career was defined by employee benefits sales – managing the full cycle from employer prospecting to group enrollment and renewal management in multiple states. She consistently exceeded production targets, had an early industry recognition for her book growth, and had a broader commercial background in B2B sales and financial services that made her effective outside of a narrow product lane. She came licensed, active on the market, ready to produce.
