Financial Services Industry Executive Search & Recruiting Services

Right Executive Search (RES) specializes exclusively in the financial services industry and has been consistently recognized as a top financial services search firm by Hunt Scanlon Media from 2020-2024. RES utilizes proactive talent acquisition strategies, including competitor and connection sourcing, to engage top-tier passive candidates through an extensive professional network. Acting as trusted advisors and strategic partners, RES fosters long-term client relationships with a boutique approach, emphasizing personalized service, transparency, and honesty. Our two-pronged recruiting process prioritizes a deep understanding of client needs and thorough candidate evaluations throughout the hiring cycle to ensure the perfect fit. With expertise in crafting compelling narratives to convert passive candidates into engaged prospects, RES consistently delivers exceptional results, even for the most challenging roles.

Specializing in Financial Services and FinTech Industry Recruiting

Our clients include:

Accounting, Management Consulting, Professional Services
Asset Managers (Traditional and Alternative)
Broker-dealers / Brokerages
Commercial and Investment Banks
Family Offices (SFO / MFO)
Financial technology (FinTech) including BankTech, InsurTech, LendTech, PayTech, RegTech, TradeTech, and WealthTech
Hedge funds
Lending Institutions
Private Equity (PE)
Registered Investment Advisors (RIAs)
Venture Capital (VC)
Wealth managers

We have successfully placed candidates in the following roles:

Finance & Financial Planning: Accounting, Analysts, Bookkeeping, Controlling, CFO, Financial Planners (CFP), FP&A, Private Client & Wealth Management Associates
General: C-Suite/Executive Level, Client Service, Compliance, Information Technology (IT), Investment Banking, Investments, Marketing, Managerial Operations, Operations, Product Management, Portfolio Management, Project Management, Risk Management
Human Resources: Business Partner, Generalist, HR Management, Recruitment
Sales: Account Management, Business Development, Relationship Management, Sales (Individual Contributor), Inside Sales (SDRs), Sales Management/Leadership
Support: Administrative, Executive Assistants, Sales & Trading Assistants, Client Service Associates (CSAs)

Flexible Executive Search and Recruiting Service and Solution Models

Our process includes multiple service and solution models adapted to the specific needs of each client:

Contingent
Retained
Exclusive
Consulting Hourly/Success Fee

This flexibility enables us to serve our clients as a trusted strategic partner and to ensure each search is successful and meets the needs of our clients.

Contact RES Today

RES Recruiting Process

What Can You Expect from RES?

How does RES Identify "Strong-Fit" Candidates?"

Why choose
Right Executive Search?

Financial Services Industry Experts

The financial services industry is our sole focus. Consistently recognized by Hunt Scanlon Media as one of the Top 60 Financial Services Search Firms (2020-2024), this honor reflects our proven track record and deep expertise.

Proactive Talent Acquisition, Competitor & Connection Sourcing

We leverage industry connections, competitor insights, and active outreach to engage top talent before they actively enter the job market. Through Connection Sourcing, we tap into an extensive network built on strong professional relationships, successful placements, and industry referrals. This approach ensures access to candidates not typically found through traditional methods, turning passive prospects into engaged candidates. By combining these strategies, we consistently deliver exceptional talent to meet even the most challenging hiring needs.

Strategic Partnership Commitment

Acting as trusted advisors, we foster long-term partnerships, where, with our boutique structure, you are never just a number. Our reputation is built on delivering results, maintaining candidate and client relationships, and upholding an unwavering ethical standard.

Getting It Right the First Time

Our two-pronged approach prioritizes attention to detail and helps ensure we "get it right the first time." The first prong emphasizes understanding your organization, competitive landscape, and the critical attributes needed for success through active listening, market research, and collaboration, ensuring we know your needs before taking action. The second prong involves a thorough evaluation of candidates at multiple stages of the recruiting cycle, considering role alignment, cultural fit, and both hard and soft skills, providing a holistic view and minimizing the risk of mismatched hires.

Passive Candidate Conversion

We draft compelling narratives that tell your story in the marketplace, which turns passive candidates into enthusiastic prospects.

Inter-Agency Collaboration

As members of NPA Worldwide, a network of 500+ recruiting agencies, we cast the widest net to source top candidates quickly and efficiently throughout the country.

“Connection Sourcing” is our specialty!

Where do our connections come from?

Our great track record in postings and placements. Not only do our clients recommend and refer us, you’ll find RES named to Top 60 Financial Services Search firms in annual rankings (2020-2024!) by Hunt Scanlon Media, the most widely referenced, single source for information in the human capital sector.

Professional referrals -- All of our team members nurture and continually expand their professional networks stemming from their own successful corporate careers in a variety of industries.

Networking -- We maintain affiliations and membership in over 200 networking groups.

Visibility & constant activity on social media sites.

Targeted outreach through special-interest professional organizations and career-specific job boards.

Providing career-coaching & resume-writing services to talented candidates.

Public speaking -- Providing job-search tips and career-coaching advice to select groups and conducting College Boot Camps for tomorrow’s professionals.

Everyone here at Right Executive Search truly values your time. Your specified job requirements are at the forefront of every search. We have a passion for what we do and it is evident in our people, process, and, of course, our results! We are happy to provide references that illustrate the value we bring to our clients and their organizations.

Long-term Relationships in the Financial Services & FinTech Industry

RES enters into each recruiting agreement as a strategic partner, and we work to maintain these partnerships as companies grow, diversify, and come back to us with changing hiring needs. The size of the client company does not affect the depth of our sourcing or recruiting efforts to find the right candidate for the role.

Our clients are well-known firms in financial services and FinTech, as well as many who are emerging in the startup world. RES is proud to work with:

some of the best-known brokerage services, FinTech and investment banking firms in the U.S.
many of the nation’s largest banking institutions
prestigious asset and wealth management firms, hedge funds, and private equity firms
early- and mid-stage FinTech startups
small, select wealth managers and RIAs
niche financial service providers
leading industry consultancies, and many more

Our recruiters have had tenures at multiple firms including Bear Stearns, BNY Mellon, Citi, Corbin Capital Partners, Credit Suisse, Deloitte, Deutsche Bank, Morgan Stanley, Quellos (BlackRock), Salomon Brothers, Schroder Investment Management, and others. We are known in the industry at large. Our specific industry experience is a competitive advantage from both sourcing and screening perspectives..

We look forward to long partnerships with our clients, small and large, for many years to come.

How Can We Help You?

The financial services industry, including broker dealers, fintech firms, family offices, wealth advisors and RIAs, etc., is evolving at an unprecedented pace, making the competition for top talent more intense than ever. Whether you're building out a fintech team, expanding your RIA practice, or adding strategic talent to your trust firm or family office, we're here to help.

Do you need insights on available talent, market rates, or the competition for top candidates? Our team offers deep industry knowledge to help you position your opportunity competitively.
Do you have a detailed job description or do you need help crafting one? We can help you identify "must-haves" versus "nice-to-haves" for hard and soft skills, certifications, and experience in specialized roles such as portfolio managers, sales executives, compliance experts, or client relationship managers.
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Is this a new role or are you hiring a replacement or additional staff? Whether you're expanding a growing team or filling a critical vacancy, we can guide you through the challenges of each scenario.
Can you describe the soft skills and culture fit essential for success in your organization? We work with you to define the key interpersonal and organizational traits that align with your firm's ethos, as well as the technical and industry-specific skills required.
If previous searches haven't produced the right candidate, what's been missing? Let us evaluate the feedback from prior hiring efforts to identify gaps and recalibrate the search for better results.

Why Choose RES?

We understand the intricacies of the financial services industry and its subfields, As a strategic partner, RES works closely with you to:

Create a clear, complete picture of your candidate needs
Communicate actively throughout the search process – ensuring alignment and timely updates
Adjust and tailor the search based on your feedback

Our customized approach ensures we meet your unique goals for every hiring opportunity. We’d love to discuss your specific hiring needs and help you build a team that drives your business forward.