Wealth Management Recruiting
Onboarding managers design and execute the new client experience. We recruit professionals who create seamless onboarding processes that set the tone for long-term client relationships.
Client Journey
Onboarding Design
Ops
Account Setup Expertise
3 Weeks
To Qualified Shortlist
Every day a Client Onboarding Manager position stays open, your organization loses ground.
Poor onboarding is the #1 reason new wealth clients disengage within the first 90 days
Managers must coordinate account opening, asset transfer, planning initiation, and service setup
Finding managers with both operational project management and client experience design skills is rare
We source onboarding managers with wealth management operations experience, client journey design skills, and the project management ability to deliver flawless new client experiences.
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
