Wealth Management Recruiting
Investment consultants advise wealth management clients on asset allocation, manager selection, and investment strategy. We recruit consultants with deep investment expertise and advisory skills.
CFA/CAIA
Investment Credentials
Due Diligence
Manager Selection
30 Days
To Qualified Shortlist
Every day a Investment Consultant position stays open, your organization loses ground.
Investment consulting quality directly impacts client outcomes and firm differentiation
Consultants must evaluate asset classes, managers, and strategies across the investment landscape
Finding professionals with both analytical investment skills and client advisory ability is challenging
We source investment consultants with CAIA/CFA credentials, manager due diligence experience, and the advisory skills to deliver actionable investment recommendations.
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
