Recruiting as a Service (RaaS):

Wealth Management

Why work with us?

We are a team of strong, knowledgeable, and empathetic recruiting professionals. You would be hard pressed to find a team that works harder than we do or who knows the Wealth Management sector as well as we do!

Our team can independently own the recruiting process from start to finish OR we can serve as an extension of your internal team. Either way, we work closely with leaders to calibrate the candidate profile. Then, we source, screen, interview and manage the selection process for any role in the organization.

If you don't already have a system, we help set-up your infrastructure to ensure a sustainable process for future months and years.

We are headquartered in beautiful Sonoma, CA - working all over the country - and we have experience placing various roles within many fields including Financial Services (commission & non-commission roles), Technology, Healthcare, Nonprofit, Manufacturing, Sales, Consulting, Clean Energy, & Wine Production.

Check out a few of our recruiting stats:

Our average time to fill is 45 days
72% of our candidates are found by our active sourcing methods vs. applying for the role
We have a combined 75+ years of recruiting experience
We have 50,000+ followers on LinkedIn- many of whom are passive candidates
Our ATS has 100s of active and passive candidates with various experience
Endorsed as a top recruiting firm (and the ONLY recruiting firm specializing in Wealth Management) through Forbes

We've worked on major recruiting projects for:

Project Engagement Deliverables

Building a team, especially when you have multiple roles to place can be daunting. It is also an investment of time, money, and energy.

That's where we come in! We love being a resource during a wealth management practice’s time of growth.

Deliverables

Build custom job descriptions based on discovery calls with leaders
Recommend compensation plans based on research, experience, and geographical data
Increase the number of quality candidates - quickly - through sourcing, custom posts, and AI
Use our extensive market to hone in on the best candidate for a role via posting, referral outreach, and other more traditional sourcing methods
Send candidate profiles - initial interview notes, LinkedIn profile, resume, and other relevant information
Facilitate the selection process
Provide weekly reporting - outline of open roles, activity to achieve results, and a list of candidates and where they are in the pipeline
Increase the number of followers for our client on LinkedIn! (Yes- this is part of the deal!)

Project Activities

Build and Stabilize Infrastructure

We will work with the current team and partner with operations and leadership to improve efficiencies with internal systems, the length of the selection process, and overall communication. There will also be an opportunity to coach the current, internal team on how to adjust their processes. (if applicable)

Listen, Learn, and Work Together

We assign a team specifically for your organization's needs. We work directly with each leader to get to know them - their strengths, challenges, history, and current needs. Together, we write or refine the job description, add notes to our system for all recruiters to reference, and determine the best course of action for communication with the leader.

Source, Screen, Interview, and Submit

Our team posts the roles in 100+ different locations (passive) and uses their expertise in sourcing via LinkedIn Recruiter, AI technology, ATS, and personal networks (active) to drive candidate flow. We conduct a robust initial meeting and submit candidates who fit the needs of the firm.

Facilitate the Selection Process

We stay with you and the candidates every step of the way! This includes when your candidates are in the selection process and keeping them engaged during the time between an offer accepted and their start date.

Your Investment & Cost Comparison

This financial model is designed for growth wealth management businesses who are growing by more than a few people per year. It can be scaled up and down to flex with the needs of the business.

At the end of the day, you would like the highest quality candidate, quickly. Both of our financial models achieve that goal (contingent and RaaS) but if you are hiring multiple people, the finances may work in your favor to go the RaaS route.

Base Cost = $2,750/month (includes 1 roles at a time)**

Additional Cost/Role = $2,500/month **

Placement Fee = $2,000 with a 12 month contract, $3,000 with a 6 month contract.

**Base cost is $2,500/month if you set up auto-pay. Additional role will be $2,250/month if on auto=pay.