Wealth Management Recruiting
BD managers identify and develop new HNW client relationships for wealth management firms. We recruit professionals who open doors and grow AUM through strategic business development.
HNW
Prospecting Experience
COI
Network Development
30 Days
To Qualified Shortlist
Every day a Business Development Manager – Wealth position stays open, your organization loses ground.
Organic growth is the highest-margin growth strategy for wealth management firms
BD managers must identify HNW prospects, build relationships, and create engagement opportunities
Finding professionals with both business development drive and wealth management knowledge is rare
We recruit wealth BD managers with HNW prospecting experience, COI network development skills, and the financial knowledge to engage affluent prospects credibly.
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
