Wealth Management Recruiting
Investment operations managers oversee trade settlement, reconciliation, and portfolio accounting. We recruit ops managers who ensure accurate, efficient investment operations.
Portfolio
Accounting Systems
Custodian
Relationship Management
30 Days
To Qualified Shortlist
Every day a Investment Operations Manager position stays open, your organization loses ground.
Operational errors in wealth management damage client trust and create regulatory exposure
Managers must oversee trading, settlement, reconciliation, reporting, and custodian relationships
Finding managers with both investment operations expertise and wealth management context is challenging
We source investment operations managers with portfolio accounting experience, custodian relationship management skills, and the precision wealth management operations demand.
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
