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Connective Services Issue 10
Collaborating with recruiters, bridging the talent gap, & mothers in wealth management
Kevin Sailor
May 20, 2025
 Kevin Sailor | Mother’s Day recently gave me a chance to reflect on my own mother’s invaluable contributions to our family and who I am today. At FRI, we’re proud to have several mothers on our team, and to have served many more as clients. Their perspectives and talents remind us that diversity of experience drives success. I believe qualities like empathy, time management, collaboration, and attention to detail make for exceptional team members - these strengths are uniquely honed through motherhood. Speaking of collaboration: In this issue, Rita shares her advice on working with a recruiter for a smooth and successful hiring process. Scroll for these insights and more. - Kevin |
In this issue:
🔎 Exclusive Recruiter Insights: Collaboration between recruiters and hiring managers
💡 Associate Spotlight: Jacob Aubel
📄 Latest Resources from the Blog: Bridging wealth management’s talent gap
🔎 Exclusive Recruiter Insights
 | The role of recruiters: How hiring managers can collaborate to streamline executive hiringBy Rita Brannam |
In today's competitive talent market, hiring top executive talent requires more than posting job openings — it demands a strategic partnership between hiring managers and recruiters. When these two parties collaborate effectively, the result is a faster, smoother, and more successful hiring process.
What recruiters bring to the table
Recruiters bring market insights, industry expertise, and access to passive candidates who may not be actively seeking new roles. However, to leverage these advantages fully, there are a few things hiring managers need to know.
Keys to successful collaboration
Prioritizing these three areas will lead to a successful partnership:
Clear communication
Provide detailed profiles of ideal candidates
Specify required skills, leadership qualities, and cultural fit
Share nuances about the role and company culture
Timely feedback
Promptly share insights after interviews
Allow recruiters to adjust search strategies based on feedback
Prevent losing exceptional candidates to competing offers
Build trust
View recruiters as strategic partners, not transactional resources
Benefit from their expertise on compensation trends and market conditions
Enable open dialogue about candidate motivations
The bottom line
Successful executive hiring is a team effort. When hiring managers and recruiters collaborate openly, share feedback, and trust one another's expertise, the process becomes more efficient — leading to high-impact hires who drive lasting business success.
➡️ Have questions about the recruitment process? Let's connect.
🎈 Just for Fun
💡 Associate Spotlight
Get to know our team: Q&A with Jacob AubelWhat’s a misconception people often have about recruitment? |
“A common misunderstanding that people have is that the recruiter has ‘some angle’ that they're working. Both hiring managers and candidates have this intuition!
I'm here to make both the candidate and the hiring manager happy - I work for both sides' interests, which smooths over communication issues that can occur during the hiring process.
I'm only happy if both the candidate AND the client are happy.”
📄 Latest Resources From the Blog
 | Bridging Wealth Management’s Talent Gap: Attracting Next-Gen LeadersFrom Financial Recruiters International |
The wealth management industry faces an unprecedented talent gap. Over 35% of professionals are nearing retirement in the next decade, while only 10% are under age 35. This talent shortage threatens client relationships and institutional knowledge just as demand for services rises.
Here are 4 strategies to make sure your firm is positioned to attract top talent:
Understand what next-gen talent wants. Young professionals seek purpose-driven work, clear growth paths, flexible work arrangements, and technology integration in their roles.
Reframe your value proposition. Emphasize the meaningful impact wealth managers have on clients' lives rather than focusing solely on transactions or profits.
Create compelling development programs. Implement structured mentorship, support continuing education, and provide transparent career advancement opportunities to attract and retain top talent.
Modernize your workplace culture. Offer flexibility, update your employer brand, and demonstrate commitment to innovation through technology adoption.
With these strategies, you can bridge the talent gap and secure your future in an increasingly competitive industry. We dive deep into these recruitment strategies and more in the latest guide: Bridging Wealth Management’s Talent Gap: Attracting Next-Gen Leaders >
📌 Featured Career Opportunities
We’re currently recruiting for a wide variety of roles in fiduciary services, including:
Wealth Strategist
Trust and Relationship Manager
EVP of Wealth
Loss Control Consultant
…many, many more
The full list of career opportunities, including locations and next steps, is exclusively available to Connective Services subscribers.
📰 Industry News
Raymond James sees market volatility as recruiting opportunity
Raymond James CEO Paul Shoukry believes current market turmoil could boost recruitment efforts rather than hinder them. During a recent earnings call, he noted the firm had some of its "greatest recruiting successes" during the 2008 crisis when advisors sought stability. Read more from Financial-Planning.com. >
Female leadership key to career satisfaction for mothers in wealth management
New research reveals that female leadership significantly impacts mothers' career satisfaction in advisory firms. These firms tend to offer more flexible policies that support work-life balance, with 52% of surveyed advisor-moms rating their career satisfaction at 9/10. Attracting and retaining working mothers is crucial to recruiting success. Read more from WealthManagement.com. >
📣 How Are We Doing?
Is the info in this newsletter helpful? What would you like to see more or less of? Please take a minute to give your feedback.
🔗 Connect With Your Recruiter
 Greg McDowell |  Denise Decker |
 Christie Burgess |  Jacob Aubel |
Rita Brannam |  Adrian Hernandez |
👋🏼 About Connective Services
Connective Services is a newsletter brought to you by Financial Recruiters International and Alexander Raymond. Both firms are full-cycle recruiting companies connecting fiduciary services organizations with highly skilled candidates. Financial Recruiters International serves the financial sector while Alexander Raymond specializes in insurance and contract staffing.
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