Banking and Investment Management

Regardless of the market highs and lows, your company needs efficient staff in place to improve business outcomes. We have been successful in building operations teams and helping Investment Advisors source some of the best Investment Representatives in the market. Our team can uncover those candidates who are not on the open market but open to hearing about new Financial Analyst and Portfolio Administrator roles.

Recent placements:

  • Account Transfer Administrator
  • Branch Administrator
  • Compliance Officer
  • Licensed Sales Assistant
  • Operations Manager
  • Portfolio Administrator
  • Reconciliation Supervisor
  • Financial Analyst