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- Connective Services Issue 16
Connective Services Issue 16
Skills vs. cultural fit vs. experience - hiring managers are split, and that tells us something
Grateful for the conversation. As Thanksgiving approaches, I'm reminded that the best part of this work is the relationships we build and the insights we share along the way. Thank you for being part of this community. This month, we're digging into a question that sparked real debate: what matters most when you need to hire someone tomorrow? The results might surprise you, and the split tells us something important about where hiring priorities stand right now. - Kevin P.S. Want to share this newsletter with a colleague? Just forward them the email - then, they can subscribe here. |
In this issue:
๐ Exclusive Recruiter Insights: Whatโs the most important trait in a hire?
๐ Just for Fun: Place or pass?
๐ก Associate Spotlight: Christie Burgess
๐ฐ Industry News
๐ Exclusive Recruiter Insights
Muddy waters: Whatโs the most important trait in a hire?By Daniel Jimenez |
Evaluating candidates during the hiring process can be more subjective than you think. Take a look at this poll I shared with my LinkedIn followers this month.
If you could hire one person tomorrow, what would matter most?
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My take: The split reveals the real problem
These results tell me something important: hiring managers don't actually agree on what they need. And when you dig deeper, it's because they're trying to solve different problems.
The "skills" voters are usually filling urgent, technical gaps. They need someone who can execute immediately: build the model, draft the trust document, manage the portfolio. They'll train the rest.
The "cultural fit" voters have been burned. They've hired the brilliant performer who couldn't collaborate, or the experienced candidate who clashed with leadership. They're protecting their teams.
The "experience" voters are typically at smaller firms or in niche practices where there's no time to ramp up. They need someone who's seen it before and knows what mistakes to avoid.
Here's what this means for you: if your own team can't agree on priorities, you're going to struggle in interviews. Candidates sense the confusion. Worse, you might pass on someone perfect for the role because half the team was evaluating the wrong things.
Before you start interviewing, get clear on what problem you're actually solving. Are you filling a skill gap, replacing a culture drain, or bringing in seasoned judgment? Once you know that, we can find you someone who checks your most important boxes.
Let's talk about what you really need - just connect with me on LinkedIn.

๐ Just for Fun
Place or pass: Would you hire this candidate?
A Trust Officer candidate has 12 years of solid experience but spent the last 18 months as a full-time caregiver for an aging parent. They maintained their CTFA certification during the gap and did occasional estate planning consulting for family friends. They're ready to return full-time and acknowledge they're โa bit rusty on the latest regulatory changes but eager to get back in.โ
Our take: Place. Caregiving builds exactly what trust work requires: patience, fiduciary thinking, and handling sensitive family situations. The consulting kept them connected, and 18 months isn't long enough to lose 12 years of expertise. Someone who honors family commitments will honor client commitments.
๐ก Associate Spotlight
Christie Burgess, an Executive Search Team Lead at Financial Recruiters International and Alexander Raymond, has dedicated her career to cultivating lasting client relationships and placing candidates in optimal roles. Specializing in Fiduciary Services and Insurance, she masterfully navigates complex hiring challenges. Christie's career foundation includes six years as a Talent Acquisition Manager in corporate HR, where she refined her skills in process development. Originally from Bakersfield, CA, she also has a rich history in the Television Industry as an Executive Producer. Now based in Missouri, Christie enjoys life with her husband Matt, their two young sons, and their beloved dog, Anya. |
๐ Featured Career Opportunities
Weโre currently recruiting for a wide variety of roles in fiduciary services, including:
Director of Human Resources
Fiduciary Officer for Trust and Wealth
Senior Trust Officer
โฆmany, many more
The full list of career opportunities, including locations and next steps, is exclusively available to Connective Services subscribers.
๐ฐ Industry News
Donโt duplicate, innovate: Building advisory teams that thrive
When a team member leaves, avoid simply hiring their clone. Instead, inventory your team's current strengths and ask what skills are missing for where you want to go. Learn how to make each hire better than the last from Financial-Planning.com. >
๐ณ๏ธ Suggestion Box
What topics would you like to see covered in the next issue of Connective Services? Take a minute to drop your suggestion in our virtual box.
๐ Connect With Your Recruiter
Greg McDowell | Denise Decker |
Christie Burgess | Jacob Aubel |
Daniel Jimenez |
๐๐ผ 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.








