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Unique Perspective
Our role as partners in your search process
is to help you manage the risk of making a bad
hire. Whether you are focused on the internal
assessment of current employees, or in need
of an extensive search for outside talent, we
engage in an integrated consulting process that
helps our clients and candidates invest wisely.
We draw on our years of industry and search
experience to provide a clear focus for implementing
your business plans, by putting the right person
in the job that will add value over the long
term.
We offer a unique strategic perspective on your
business and the people who should work for
you. We are the only firm of its kind in the
financial services industry with a clientele
that includes wealthy families and private investors,
as well as the professional and financial organizations
that serve them. That means that we can bring
to you in-depth understanding of what your target
market actually expects from you and the people
who represent your services in the marketplace.
In addition, we have an unequaled candidate
network of wealth management and family office
executives.
New direction and competitive success means
creativity and a more targeted investment in
human capital. It requires an untraditional
approach to locate, recruit, and retain individuals
who can provide leadership and vision to the
financial services and wealth management industry
in this ever changing marketplace. Search is
not just about finding people - it's about building
businesses.
Download a printer friendly version on our
Corporate Client Information HERE
(Adobe Acrobat PDF format)
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Executive Search and Management Counsel
We don't just present candidates, we provide
the executive due diligence required to assess
whether a prospective candidate is a good business
risk.
Our pre-search consulting process builds internal
consensus and clarity around the critical characteristics
and expectations of the job you are trying to
fill. This allows us to define accurate candidate
criteria that best matches the nature of the
assignment and the unique culture of the organization.
Our responsibility is to provide the best possible
people who will make a long-term contribution
to the business.
In addition, we employ a personal profiling
system that analyzes the finalist candidates'
behavioral style, values and attitudes -- that
is, the person's manner of doing things and
why. This evaluation helps the hiring manager
and the candidate to understand the attributes
they bring to the job, and how they will fit
into the current team of employees. It prepares
the candidate to meet the demands of their new
environment, and it helps their new manager
to understand how best to manage and support
them. We can also profile current employees
to support team building and allow identification
of behavioral styles prior to initiating the
search.
Throughout the search process, we will work
closely with you to ensure that both you and
the candidate are making the best decision.
As a boutique firm, we can deliver highly personalized
service and take the time to understand your
needs so that we can find you the right candidate.
Our firm size and business philosophy limits
our roster of clients at any one time. Therefore,
we do not have the restrictions or blockage
of larger search firms. Our niche focus puts
us closer to what's happening in that segment
of the financial services market and the network
of candidates and sources.
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