Financial Services | Investment
Keller is widely recognized as a leading executive recruiter in the family office sector. Our dedicated team helps pair family offices with exceptional candidates who possess the technical expertise, integrity, and discretion required for family office leadership.
Family offices are responsible for handling growth, investable assets, and wealth management on behalf of families. Family office services may also include assistance with day-to-day budget planning, legal services, and succession planning.
The success of each family office is directly linked to its executives. In order to cater to a specific individual’s or family’s wealth management needs, these professionals need certain qualities, such as discretion, adaptability, and a service-oriented mindset.
At Keller, we understand the importance of hiring the right candidates for your single-family office or multi-family office. We work with family offices nationwide, offering continuous support and providing the very best talent across a wide variety of roles.
Our family office professionals provide each client in the family office space with reliable and efficient recruitment solutions. Unlike other executive search and recruitment firms and their common methods, Keller employs a collaborative, client-first approach to recruiting talent. This means we offer tailored solutions that align with the specific needs of our clients.
Employing this approach ensures that we recruit candidates with the passion and expertise to add continued value to your organization and propel it forward.
Our recruitment services include:
We begin our recruitment procedure by first gaining a deep understanding of our client’s family office, its goals and long-term view, executive search needs, and the qualities they seek in prospective employees. We then compare these insights to their existing team, identifying gaps that need to be filled.
After finding candidates with the qualifications and skills our client is looking for, we evaluate each one to determine their cultural fit. Candidates who demonstrate the highest degree of compatibility with our client’s hiring criteria are shortlisted for the final stage of the recruitment process.
Upon completion of our assessment, our team of expert family office recruiters fine-combs our vast network of professionals to find the right candidates for your available position. We value inclusivity, so we focus on finding a diverse range of executives, each with the skills and experience necessary to succeed in your business.
This exhaustive search ultimately allows us to provide our clients with a tailored list of exceptional talent well-suited to their needs.
Our executive search expertise is not limited to recruitment only. We also provide strategic advisory services that help family wealth management enterprises transform their operations and improve their bottom line. Some of these services include succession planning, leadership coaching, and salary benchmarking.
The goal of our executive search firm is to locate and recruit quality candidates for openings in single or multi-family offices, who will align well with the unique needs and company culture of our clients. Our expert recruiters ensure that each candidate we place will benefit their organization through our rigorous approach that begins with an in-depth analysis of our client’s family office.
Using the information we glean from our initial analysis, we build a profile for the ideal candidate, complete with the attributes and skills our client is seeking. This serves as the foundation for our search, ensuring we only recommend candidates who match the hiring criteria. From there, our family office recruiters begin mapping the market for the right talent. Assisting them in this endeavor is our vast network of connections and partnership with NPAworldwide, which allows them to cast a wider net for finding the perfect match.
We keep inclusion and diversity at the forefront of our candidate selection process, considering all individuals equally for the role regardless of their age, race, or ethnic group. This further expands the pool of viable talent, ensuring we leave no stone unturned in our search.
We then evaluate each candidate on a deeper level to verify their professional credentials, career history, and cultural alignment with the role. This includes psychometric tests, skills-based assessments, and competency interviews. The result is a curated list of pre-screened candidates who clearly possess all the traits to succeed in the role.
Finally, we present these individuals to our client, who has the final say on who to hire.
With the help of a passionate team of recruiters over several years, we have built and refined our executive recruitment process into the tailored approach we offer today. However, it began as a one-size-fits-all approach that did not account for the nuances of recruiting for senior-level roles. This led to a few blunders along the way, one of which became the turning point for our firm.
A major client had hired us to fill a critical leadership position and, instead of creating a customized plan to suit their particular needs and culture, we went along with our generic approach. This decision quickly demonstrated the shortcomings of this method for recruiting for high-level roles.
While the candidate we recommended for the aforementioned role was competent, they were a poor match for the rest of our client’s management staff. The placement failed as a consequence, but it taught us the importance of cultural alignment for leadership roles.
This prompted us to revamp our way of approaching the search, eventually landing on the customer-focused method we now use. This change resulted in better placement outcomes for our clients and more positive testimonials for our firm, which steadily increased our renown for reliable, high-quality services.
At present, Keller is one of the highest-ranking executive search firms in the world, helping employers secure the human capital they need for key roles thanks to our tried and tested approach.
Keller’s Insights contain information and practical advice on how to improve employee engagement and retention at your firm. Read more below.
Keller has a proven track record of successfully staffing family offices and the various areas of expertise within them. Some of these fields include:
As a top-tier recruitment agency, Keller has generations of experience providing clients with the best talent in the wealth management sector. Our recruiters work side-by-side with single and multi-family offices around the world, many of which rely on our deep industry knowledge, proven recruitment process, and direct access to a global network of highly qualified candidates to fill key roles.
Keller’s family office recruitment services cover critical posts across the environment – from finance to disciplines managing complex portfolios and preserving generational wealth. Our headhunting processes are also tailored to help organizations connect with the best C-suite leaders and strategic directors who oversee areas like accounting, financial planning, and analysis, as well as specialists such as treasury analysts and general counsel.
These examples are illustrative, not exhaustive; Keller’s search consultants tailor each engagement to the unique objectives and culture of the family office we serve.
Keller pairs a consultative approach with sophisticated technology, extensive industry expertise, and market intelligence to locate the best candidates faster, ensure precise culture fit, and build enduring relationships that extend well beyond a single hire.
We do more than simply fill positions; we provide support on an ongoing basis to assist family offices with navigating wealth management, investment strategy, asset allocation, and succession planning. As our clients’ family offices expand, we remain their trusted partner in recruitment, making sure they have the human capital to manage complex portfolios and sustain financial security in the long run.
What sets us apart from many of our competitors is our unparalleled commitment to providing exceptional service. We waste no resources in upholding the high rates of customer satisfaction we have become renowned for. Furthermore, we engage in continuous learning to ensure our services remain relevant and up to date. This includes keeping abreast with where the top talent is currently engaged. We also value client and candidate feedback as it alerts us to potential gaps and blindspots in our services.
At Keller, our team of consultants dedicates itself to conducting each executive search with professionalism, discretion, and unwavering respect for the privacy and safety of the family offices we serve. To accomplish this, we uphold stringent NDAs that prohibit us from sharing information about our clients or candidates with third parties, comply with local data-privacy laws, and store all information securely within encrypted databases.
While we are committed to sourcing top-tier talent for our clients’ family offices, we acknowledge the limitations of our own approach in predicting every possible outcome of a search. To account for unforeseen circumstances and instances where factors out of our control prevent a candidate from accepting a role, we offer a 210-day replacement program.
Let Keller play a crucial role in your future success by providing your wealth management firm or family office with the candidates needed to lift it to new heights. Schedule a consultation and speak to one of our expert recruiters, today!
“We needed professionals for our family office who could handle complex financial planning while maintaining the personal touch our clients expect. Keller’s service was spot-on – they introduced us to candidates with both the technical know-how and the discretion necessary for this unique environment. We’ve already seen smoother operations and more trust from our clients.”
- Emily D., Chief HR Officer
“Our family office required a mix of administrative and investment expertise, and Keller really took the time to understand that balance. Their team guided us through each step, presenting well-qualified professionals who align with our values. Bringing these new hires on board has streamlined our portfolio management and day-to-day oversight.”
- Michael S., Director of Executive Recruitment
“We sought a strategic advisor for our family office who could manage sensitive financial matters and support our long-term vision. Keller provided candidates who not only had top-tier credentials but also shared our commitment to personalized service. The individual we hired has already enhanced our investment decisions and improved collaboration among all stakeholders.”
- Rachel B., VP of Talent Strategy
Our dedicated senior consultants provide attention to detail at every stage of the search process, ensuring tailored results that exceed expectations
Leveraging our extensive network, we identify and attract world-class leadership candidates from diverse backgrounds and locations
We offer expert advice to optimize HR processes, boost efficiency, reduce workload, and increase employee retention and engagement.
Our consultants expedite searches, cutting time-to-hire while securing the best talent available.
Beyond recruitment, we provide value-added services from organizational health to leadership development programs
Keller follows the highest industry standards when searching for talent for its clients.
We contractually commit to replacing any hire that doesn't meet expectations.
We provide thorough evaluations, including personality insights, for shortlisted candidates.
We protect our clients’ interests by marking their entire company workforce off-limits for our candidate sourcing. We prioritize your business excellence.
Every client has two points of contact with Keller. An account manager and a senior consultant This ensures fast & continued response
We conduct extensive background checks, covering credit, education, criminal, and employment history. We also perform security checks when needed.
