Wealth Management Recruiting
Your CIO defines the investment philosophy, asset allocation framework, and portfolio construction methodology. We recruit CIOs who drive investment excellence and advisor confidence.
CFA
Credential-Verified
Multi-Asset
Investment Leadership
90 Days
To Qualified Shortlist
Every day a Chief Investment Officer (CIO) position stays open, your organization loses ground.
CIO quality determines investment performance, advisor retention, and AUM growth
CIOs must lead investment committee, communicate market views, and manage portfolio risk
Finding CIOs with both institutional investment expertise and wealth management business understanding is rare
We conduct confidential CIO searches targeting investment leaders with multi-asset experience, committee leadership skills, and the communication ability to serve as the investment voice of your firm.
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
