Wealth Management Recruiting
Private wealth fund managers oversee specialized investment vehicles designed for HNW clients. We recruit managers with fund management expertise and private wealth client understanding.
Fund
Management Track Record
HNW
Investor Communication
45 Days
To Qualified Shortlist
Every day a Fund Manager – Private Wealth position stays open, your organization loses ground.
Specialized fund vehicles for HNW clients require managers with both investment and operational expertise
Managers must balance fund performance with regulatory compliance and investor reporting
Finding managers with both institutional fund management skills and private wealth context is rare
We recruit private wealth fund managers with documented fund performance, operational expertise, and the investor communication skills HNW clients expect.
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
