Wealth Management Recruiting
Alternative investment specialists evaluate and recommend PE, hedge fund, real estate, and private credit allocations. We recruit specialists with deep alternatives expertise.
CAIA
Alternatives Certified
Due Diligence
Fund Research Experience
30 Days
To Qualified Shortlist
Every day a Alternative Investments Specialist position stays open, your organization loses ground.
Alternative investments are critical for portfolio diversification and return enhancement for HNW clients
Specialists must understand PE, hedge funds, real estate, private credit, and fund structures
Finding professionals with both alternatives expertise and wealth management client advisory skills is rare
We source alt investment specialists with CAIA credentials, fund due diligence experience, and the advisory skills to help clients understand and benefit from alternative allocations.
Our fees are significantly lower than traditional staffing firms, and our focus is immediate — no drawn-out timelines, no inflated markups, no revolving door of candidates. You get a dedicated recruiting partner laser-focused on filling your role with the right person, fast.
Every candidate undergoes credential verification, behavioral interviews, background checks, and reference validation before you see a single résumé.
One point of contact who learns your organization, culture, and requirements — no hand-offs, no wasted time.
Our process delivers a qualified shortlist fast — without sacrificing the due diligence that protects your hire.
A proven, four-step process designed for speed and precision.
We learn your organization, culture, and exactly what this hire needs to look like — technically and culturally.
Our recruiters activate confidential networks, referral channels, and specialty pipelines to build your candidate pool.
Candidates are screened through structured interviews, credential checks, and reference calls. Only the best reach your desk.
We support offer negotiations, start-date logistics, and onboarding coordination to ensure a smooth transition.
Request a complimentary search proposal. We'll outline our approach, timeline, and investment — no obligation.
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Founded by Sophia Pettey, JD, LL.M., MBA
