Wealth Management Recruiting
Trading specialists execute orders across equities, fixed income, and alternatives for wealth management portfolios. We recruit traders with best execution focus and regulatory compliance.
Multi-Asset
Execution Experience
Best Execution
Regulatory Compliance
3 Weeks
To Qualified Shortlist
Every day a Trading Specialist position stays open, your organization loses ground.
Trade execution quality directly impacts client portfolio performance and regulatory compliance
Traders must manage execution across multiple asset classes, custodians, and order management systems
Finding traders with wealth management context and multi-asset execution skills is rare
We source trading specialists with multi-asset execution experience, OMS proficiency, and the best execution focus wealth management regulatory requirements 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
