Our Focus

Since 1996 our focus on Wealth Management and Life Insurance recruitment has enabled us to establish an extensive candidate database and develop a comprehensive network of qualified contacts throughout North America.

This focus has enabled us to understand industry trends and provide our clients with valuable insight to changes in the marketplace.

Over the years we have been successful in completing numerous searches on behalf of our clients in the following areas:

Wealth Management Assignments

Wealth Management Professionals
Business Succession Planning Specialists
Mutual Fund Whole Salers
Compliance
Portfolio Managers
Product Development Managers
Channel Distribution Managers
Investment Analysts
Marketing Specialists
Inside Sales

Life Insurance Assignments

Regional Vice President/Managers
Bancassurance
Life Insurance Whole Salers
Tax & Estate Specialists
National Accounts Managers
Marketing Managers
Actuary
Channel Distribution Managers
Product Development Managers
Affinity Marketing Managers

Back Office Assignments

Operations Management
Business Analysts
Accounting
Legal
Portfolio Administrators
Office Managers
Marketing Assistants
Sales Support
Client Service
Administrative Support

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