Senior Talent Partner
Own full-cycle recruiting for junior advisors, associate advisors, and RIA support roles. Partner with practice leads to source and close wealth management talent across New York, Dallas, and remote markets.
About the job
Your Impact
- Own full-cycle recruiting for advisor practice roles, including junior financial advisors, associate advisors, RIA non-advisor Staff, and relationship managers
- Partner directly with advisor team leads to conduct intakes, build search strategies, and set realistic hiring timelines
- Source proactively into the wealth management talent market: broker networks, RIA pipelines, custodian alumni, and direct outreach
- Navigate advisor compensation structures including payout grids, transition packages, and book-of-business considerations with fluency
- Build and manage a warm pipeline of advisor-track talent across markets, including New York and Dallas and remote across the US
- Manage full candidate experience from first outreach through offer close — including competitive offer strategy and counter negotiations
- Partner with Senior Talent leaders on headcount planning, market intelligence, and advisor growth initiatives
- Maintain clean Greenhouse data and keep all stakeholders informed at every stage
The Ideal Match
- 5+ years of full-cycle recruiting experience with at least 3 years focused on wealth management, financial advisory, or financial services talent
- Deep familiarity with advisor compensation structures, you can talk payout grids, transition bonuses, and book-of-business deals
- Proven track record sourcing and closing advisor-track talent (wirehouse, RIA, or independent channels)
- Confident running stakeholder conversations with senior advisors and practice leads without needing hand-holding
- Strong instincts on candidate quality, you're not throwing volume at a role, you're finding the right person
- Experience using an ATS (Greenhouse preferred) and modern sourcing tools
Bonus Points
- Background recruiting at an RIA, wealth management firm, or financial services search firm
- Existing network in the wirehouse-to-independent advisor transition market
- Experience recruiting in New York, Texas, and Remote markets
- Familiarity with advisor team growth dynamics, you understand what it means to build out a practice
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Skills
Full-Cycle Recruiting, Greenhouse, Wealth Management Recruiting, Financial Advisory Recruiting, Advisor Compensation Structures, Sourcing, Stakeholder Management, Pipeline Management, Offer Negotiation, Headcount Planning
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