Corporate Client Consulting

Strategic Guidance in Wealth Management

As one of the leading executive search firms in the wealth management industry, The Rankin Group, Ltd. has developed a highly customized approach to meeting our client’s needs. We know that to optimize your business offering, you need to optimize the individual strengths of your professional team. As a service business, your most critical asset is simply your people.

Our business is founded on our commitment to helping our clients manage their risk when it comes to recruiting, selecting and retaining quality people.
Our depth of experience in the financial services and search industries provides strategic insight into the marketplace.
Our extensive network of contacts within the wealth management niche is unmatched by other firms.

Helping Clients Make Better Choices

Understanding our client’s business strategy and how each job relates to specific goals and objectives, helps define job functions that make sense for the company and the candidate.
Matching a candidate’s behavioral style, values, and attitudes to the job and a company’s culture, insures long-term success for a candidate in that job.
Appreciating the value of individual styles helps build stronger teams with complementary rather than redundant skills and approaches, which can spur an organization forward against their competition.

Pre-Search Consulting	Candidate Recruiting	Selection Process	Transition Management
Determine goals, objectives and expectations. Develop comprehensive job profile. Assess corporate culture and criteria for success. Assess behavioral characteristics of team candidate will work with.	Identify field of potential candidates. Screen for desired experience, personality, and education against criteria. Conduct extensive personal interviews and behavioral style profiling. Perform preliminary reference checking. Present finalists for client interviews.	Manage interview process by preparing candidates and client for their meetings. Facilitate conversations between client and candidates to insure clarification on all issues. Assist in job offer negotiations.	Assist with candidate orientation. Conduct team building sessions to insure smooth integration of new employee, If desired. Follow up with periodic performance assessments.

Strategic Guidance in Wealth Management

For over two decades, The Rankin Group, Ltd. has been a leading consulting and executive search firm, specializing in products and services designed exclusively for the wealth management industry. Our success comes from:

The unique perspective we’ve gained working with wealthy clients directly, and the advisors and financial institutions that provide services to them.
Our dedication to a single niche, and commitment to maintaining the highest level of service and ethical standards possible.
A clear vision for what we do very well and the types of clients who benefit best from our services.

The Qualities that add Value to our Client Relationships

Our impressive 25-year track record of working with financial services firms, wealthy families and private investors gives us an unmatched understanding of what works and doesn’t work.
Based on this experience, we intimately understand the needs and requirements of clients on either the buy or sell side of the desk.
Additionally, our family office consulting practice provides extensive counseling on the impact of family dynamics on the management of the family business or family office and their employees.

Executive Search	Family Consulting	Second Opinions	Transition Management
The firm’s flagship business consists of: Customized risk management approach to candidate selection. Design of recruiting tools to maximize return on investment in human capital. Behavioral profiling of candidates.	Our consultants guide clients through a needs assessment and consensus building process to: Review individual and common goals, and expectations. Examine establishment or redesign of a Family Office. Direct selection of alternative structures for managing their assets. Develop criteria for selection of family office staff or advisors.	When you need an objective evaluation of candidates that have been introduced to you through other sources, we will: Interview, profile and evaluate candidates. Perform reference checks. Assist in job offer negotiations. Make candid recommendations.	Reorganizations and mergers call for careful redeployment of human capital to retain & position leaders to manage transition. Our firm provides: Evaluations of employee skills, personal style, attitudes and values. Team building sessions to strengthen working relationships.

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Three out of every four assignments are with repeat clients. We must be doing something right.

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