Founded in 1999, we focus exclusively on the placement of C-Suite sales and marketing executives throughout the global financial services industry. Leveraging this experience, our objective throughout the search process is to produce a vetted pool of candidates for each individual search. Ultimately, we identify candidates who bring impeccable qualifications, a proven track record of success, and undeniable value to the available position.
Clients at a Glance
  • Mutual Fund Companies
  • ETF Managers
  • Hedge Funds
  • Alternative Investment Providers
  • Insurance and Annuity Companies
  • Business Development Companies
  • Consultants
  • Private Equity Managers
  • Third Party Distributors

Our Specialty Recruiting Areas

We partner with top-tier financial services companies and specialty boutique firms who seek to expand and grow their distribution efforts through human capital. We have successfully placed hundreds of executives at all levels, ranging from heads of sales to internal sales support. Our services focus on both the institutional and retail intermediary distribution channels.
  • Distribution Heads, National and Divisional Sales Managers Wholesalers, National Account Managers
  • Key Account Managers
  • Institutional Sales Reps
  • Product Specialists
  • Executives
  • Hybrid Wholesalers
  • Chief Marketing Officers
  • Marketing Directors, Retirement Plan Specialists, 401K Public Sector Sales Specialists, 457 & 401a
  • Internal Sales Specialists
  • Internal Sales Managers
  • Portfolio Specialists
  • Practice Management Executives
  • Product Development Managers
  • Business Development & Recruiting