Financial Services

Wealth Management Recruiters

Helping Companies Identify, Hire, and Retain the Best Wealth Management Professionals in the Industry

Expert Recruiters for the Wealth Management Sector

Due to the unpredictable economic climate and a competitive environment, the wealth management industry has experienced tremendous growth and development in recent years. In such a complex and challenging industry, it is more important than ever to employ leaders who are able to keep up with ever-changing demands and drive success in a business.

At TSS, we understand the importance of finding the right wealth management professionals for your organization. We have many years of experience matching influential companies from around the world with highly sought-after executives in the wealth and investment management industry.

What We Do

TSS is dedicated to providing clients with streamlined, reliable recruitment solutions. Unlike other wealth management recruiters, TSS employs a collaborative approach to executive search, uniquely tailored to the needs of our clients. This ensures that we are able to offer a curated list of professionals with the skills and experience to boost success.
To accomplish this, we make use of:

Assessment

TSS’s primary goal is to assist businesses in identifying candidates who align with their unique needs and their company culture, and who are able to bring long-term value to the company.

We begin our recruitment process by first ensuring we have an in-depth understanding of your specific requirements, and comparing those requirements with talent currently employed. Doing so gives us a valuable look into what would be expected of any potential employees, as well as where improvements can be made to ensure peak performance and success for our clients.

Talent Acquisition

Once we conclude our assessment, our devoted team of wealth management recruiters combs through our vast network of exceptional talent and the best wealth managers in the industry. Additionally, we value inclusivity and diversity during our search.

Once we conclude our exhaustive search, we can present our clients with a curated, diverse range of wealth management candidates, each with the exact skills and experience necessary to succeed in their new role and propel their business to new heights.

Organization Transformation

By collaborating with TSS and selecting talented professionals specifically matched to your needs, you can achieve a competitive edge, enhance your success, and differentiate yourself from other organizations in the wealth management and finance industry.

Our Approach to Wealth Management Executive Recruitment

At TSS, our collaborative approach to recruitment begins by fully understanding the unique challenges and requirements of your business. This allows us to provide valuable and continuous support throughout the recruiting and hiring process.

We work with our clients to find the ideal candidate based on their specific needs for new additions to their wealth management team. In so doing, TSS plays a vital role in the future success of each organization,

family office, or wealth management firm we serve.

Our Fields of Expertise

TSS specializes in finding top-tier candidates for a variety of wealth management jobs in the industry. We find placements for:

  • Accounting Firms
  • Asset Management
  • Banking and Financial Services
  • Brokerage Firms
  • Family Offices
  • Financial Institutions
  • Insurance
  • Law Firms
  • Private Banks
  • Private Equity Firms
  • Private Wealth Management Firms
  • Real Estate Investments
  • Sports and Entertainment
  • Technology Startups
  • Trust Companies

Wealth Management Positions We Fill

As one of the top wealth management recruiters in the world, we focus on finding top-notch candidates for a wide variety of positions in the industry. Some of the wealth management positions we fill include:

  • Wealth Manager
  • Asset Manager
  • Chartered Financial Consultant
  • Client Service Specialist
  • Estate Planner
  • Financial Advisor
  • Financial Analyst
  • Financial Planner
  • Investment Advisor
  • Investment Analyst
  • Investment Strategist
  • Operations Associate
  • Portfolio Manager
  • Private Banker
  • Relationship Manager
  • Retirement Specialist
  • Risk Manager
  • Tax Advisor
  • Trust Officer
  • Wealth Planning Analyst

Why Choose TSS as your Wealth Management Executive Search Partner?

One of the qualities that sets TSS apart from other recruitment firms in the industry, is our unwavering commitment to providing exemplary service. We place great importance on the satisfaction of our clients and waste no resources in ensuring our clients are satisfied.

At TSS, we make it our goal to create and maintain strong relationships with the customers we serve, providing continuous support even after the executive recruitment process has concluded.

Our Promise - The Right Hire

Leveraging our access to one of the largest databases of prospective employees, the TSS team dedicates itself to finding the perfect match for your business. We also commit ourselves to conducting each search with the utmost professionalism, discretion, and respect for the privacy and safety of our clients.

At TSS, our team of experts is committed to fulfilling and exceeding your executive search and recruitment needs.

Let us help you find the perfect person to fill your available wealth management position. Reach out to TSS today and speak to one of our consultants.

Our success fee is 20%. No upfront costs.

All information shared will remain confidential.

What Makes us Different

Tailored Service Excellence

Our dedicated senior consultants provide attention to detail at every stage of the search process, ensuring tailored results that exceed expectations.

Nationwide / Global Talent Acquisition

Leveraging our extensive network, we identify and attract world-class leadership candidates from diverse backgrounds and locations.

HR Advisory Services

We offer expert guidance to optimize your HR processes, enhancing efficiency, reducing workloads, and boosting employee retention and engagement.

Fast Turnaround time

Our consultants work to expedite search executions. Minimizing time-to-hire while seeking the best talent in the market.

Comprehensive Solutions

Beyond recruitment, we provide value-added services from organizational health to leadership development programs.

Our Standard Search Practices

TSS follows the highest industry standards when searching for leaders for its clients.

Replacement Guarantee

We contractually commit to replacing any hire that doesn’t meet expectations.

Industry-Leading Assessments

We provide comprehensive evaluations, including personality insights, for all shortlisted candidates.

Off-Limits Agreement

We protect our clients’ interests by making their leadership teams off-limits for candidate sourcing. As trusted consultants, we prioritize our clients’ organizational success.

Dedicated Team

A senior consultant and their team serve as your primary point of contact throughout the search process and maintain communication with you and the new hire.

Thorough Reference Checks

We perform extensive background checks including credit, education, criminal, and employment history verification. We also process security checks where necessary.