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Transparent Hiring for Clients & Candidates
Our search process is transparent to both our clients and our candidates. We are candid and straightforward. We provide thorough due diligence and comprehensive information to both our clients and candidates. The result? A long term relationship for many years to come as you chart your career forward.
How We Create Success for Clients & Candidates
Each search is led by a Senior Consultant and a team of research assistants that specialize in financial services. The Senior Consultant is responsible for communications with the Client to fully understand the scope and requirements of the search. They also manage the review of all candidates with the Client until the search is complete.
The Senior Consultant is also responsible for managing the search team, including setting the search criteria and reviewing, interviewing, and screening all candidates sourced by the research team.
Finally, the Senior Consultant is responsible for the negotiation of offers and successful recruitment of all finalist candidates in a manner that meets the interests of both our clients and our candidates.
The Foundation of Our Search Process
Integrity
We do what we say we will do for both our clients and our candidates.
Urgency
Knowledge
We know the roles and responsibilities of each role in each niche within the financial industry.
Experience
We have more than 40 years of experience in the financial industry including over 20 years within the role of recruiting.
Personal Relationships
We know who you should know and we look forward to introducing you.
How We Make Connections
We’ve been in the finance industry for more than four decades. We know all key players, all senior leaders, and the rising stars within every niche. We’d love to introduce you.
Transparent & Straightforward
Thorough due diligence and genuine connection between clients and candidates.
Senior Leadership Leads the Way
Your search is in good hands with our senior leadership team.
Connection Made
Once we’ve narrowed down the candidate list to only the right fit and experience, we make the introduction.
Final Touches
After the final interview is closed and a decision is made, our senior leadership team facilitates the offer process to ensure a smooth transition.
What Successful Financial Recruiting Sounds Like.
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