Family Office Recruiters

Our Approach to Family Office Executive Search

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.

Behind Our Recruitment Process

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.

Some of the Areas We Specialize In

Keller has a proven track record of successfully staffing family offices and the various areas of expertise within them. Some of these fields include:

• Accounting
• Administrative
• Finance/ Financial Services
• Human Resources
• Legal
• Management
• Philanthropy
• Tax

Examples of Roles We Recruit For

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.

Why Choose Keller as your Family Office Recruitment Partner?

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.

Our Promise – The Right Hire

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!