Senior Talent Partner

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