Wealth Management Recruiters

Our Approach to Wealth Management Executive Recruitment

At Keller, our collaborative approach to recruitment begins with a full understanding of your business’s unique challenges and requirements. This allows us to provide valuable and continuous support throughout the recruiting and hiring process.

We work with our clients to find the ideal candidate based on their specific needs for new additions to their wealth management team. Keller plays a vital role in the future success of each organization, family office, or wealth management firm we serve.

When our organization started, we filled senior positions through general recruitment. We hired people, but this strategy ignored important variables such as cultural fit, management style, work ethic, personality, and team chemistry. This resulted in a situation in which some of the placements did not meet the client’s expectations or fit well in the workplace.

Due to these shortcomings, we developed a more targeted recruitment strategy. Our headhunting team created a process that considered industry-specific characteristics and our client’s goals and challenges. This technique has aided our performance by allowing us to continually locate and place great professionals in critical jobs requiring our quality and dependability.

Our Recruitment Process

As one of the top executive recruiters in regulatory operations, we work hard to understand our client’s company goals and what keeps them awake at night in the healthcare industry. We meet with clients and key stakeholders to assess corporate culture and learn about their needs and expectations. We use this information to develop a customized recruitment strategy.

From there, we examine our extensive network and employ various technologies to select prospective candidates from communities that appreciate innovation and inclusion. Every potential hire undergoes a comprehensive review process, which includes:

• Background and criminal checks.
• Reference checks.
• Advanced psychometric testing.

The qualifying applicants are then added to a shortlist presented to our clients for final interviews.

Stay up to date with the latest in recruitment trends and labor markets by reading through Keller’s Insights below. 

Keller's Fields of Expertise: Our Areas of Expertise

Keller’s recruiters are highly qualified, which distinguishes them from other wealth management recruiting firms. These credentials include certifications in recruitment and finance, such as Certified Financial Planner (CFP) and Chartered Wealth Manager (CWM).

Furthermore, our recruiters have a diverse academic background, including Finance, Economics, and Business Administration, which gives us a solid theoretical foundation to enhance our hands-on expertise in talent placement for wealth management.

With this mix of qualifications, academic understanding, and industry experience, we can provide specialized personnel solutions to many clients, from medium-sized firms to significant organizations and Fortune 500 companies in the wealth management market.

Keller specializes in finding top-tier candidates for a variety of wealth management jobs in the industry. We find placements for:

• Accounting Firms
• Asset Management
• Banking and Financial Services
• Brokerage Firms
• Family Offices
• Financial Institutions
• Insurance
• Law Firms
• Private Banks
• Private Equity Firms
• Private Wealth Management Firms
• Real Estate Investments
• Sports and Entertainment
• Technology Startups
• Trust Companies

Wealth Management Positions We Fill

There is a significant shortage of skilled individuals in wealth management, particularly those with expertise in financial planning, investment management, or compliance. The difficulty is exacerbated by a drop in the number of graduates joining the banking sector and a mismatch between academic education and industry requirements. To address these difficulties, we use our extensive local and global talent networks to identify the best candidates. In addition, we use cutting-edge recruitment tools to speed up the hiring process and reduce the time to fill open positions.

In addition, we are committed to ethical recruitment, with transparent selection and unconscious bias training for all of our recruiters to ensure fair and impartial evaluation.

Keller’s recruitment team specializes in putting bright and transformative leaders in available positions within the wealth management sector.

As one of the top wealth management recruiters in the world, we focus on finding top-notch candidates for a wide variety of positions in the industry. Some of the wealth management positions we fill include:

• Wealth Manager
• Asset Manager
• Chartered Financial Consultant
• Client Service Specialist
• Estate Planner
• Financial Advisor
• Financial Analyst
• Financial Planner
• Investment Advisor
• Investment Analyst
• Investment Strategist
• Operations Associate
• Portfolio Manager
• Private Banker
• Relationship Manager
• Retirement Specialist
• Risk Manager
• Tax Advisor
• Trust Officer
• Wealth Planning Analyst

These lists showcase only some of the roles and industries our expert recruiters can assist. Our team can fill an open role for organizations in any industry.

Why Choose Keller as your Wealth Management Executive Search Partner?

One of the qualities that set Keller apart from other recruitment firms is our unwavering commitment to providing exemplary service. We place great importance on the satisfaction of our clients and waste no resources in ensuring our clients are satisfied.

Working with Keller provides you with access to a team of skilled recruiters who are knowledgeable about wealth management. Our professionals work closely with customers to uncover people who have the necessary abilities, fit culturally into leadership roles, and make dramatic changes.

We keep clients informed and communicate continuously throughout the recruitment process. This allows clients to express complaints or feedback, which we can address proactively before they escalate and affect search results. As a top headhunting agency, we value open communication.

Beyond our recruitment processes, Keller is a dedicated partner who will advocate for your business and position it as a market leader. Our recruitment process is fair and respectful, and we adhere to ethical standards.

We also significantly invest in continual education to stay current on industry trends and advances. We regularly attend conferences and workshops to ensure we remain leaders in the recruitment industry.

This dedication to putting the right leaders in the right positions contributes to long-term partnerships with our local clients. At Keller, we aim to create and maintain strong relationships with our clients, providing continuous support even after the executive recruitment.

Our Promise - The Right Hire

Leveraging our access to one of the largest databases of prospective employees, the Keller team dedicates itself to finding the perfect match for your business. We also commit ourselves to conducting each search with the utmost professionalism, discretion, and respect for the privacy and safety of our clients.

Keller places a high priority on confidentiality and security. We will do our utmost to protect sensitive and potentially damaging information about you and your firm both before and after the recruitment process. We have rigorous data security and privacy standards in place to ensure the secure keeping of information and limited access.

Because we are committed to finding the ideal candidate for your firm, we provide a 90-day guarantee. We will replace any executive who fails to achieve your goals or leaves within the first three months at no additional expense to you.

At Keller, our team of experts is committed to fulfilling and exceeding your executive search and recruitment needs.

Let us help you find the perfect person to fill your available wealth management position. Reach out to Keller today and speak to one of our consultants.