Kevin Sailor
President and CEO

Springtime is a natural inflection point in financial services. Bonuses are paid out, performance reviews wrap up, and people - whether they realize it or not - start asking themselves whether this is still the right seat.

That’s true for hiring managers too. If a key role underperformed last year, now’s the time to ask whether your current process is set up to find the right person. Greg and the team share what they’re seeing slow searches down at the moment.

Either way, our team is here when the timing is right.

- Kevin

P.S. Know someone who’d find this useful? Forward this along and have them subscribe here.

In this issue:

💡 Expert Insights: Bottlenecks in executive hiring

🎈 Just for Fun: Spot the red flag in this job posting

Associate Spotlight: Daniel Jimenez

💡 Expert Insights

What slows down executive hiring?

FRI Executive Recruitment Team

Executive hiring should be a deliberate process — but too often, it drags. Whether you're a candidate wondering why things have gone quiet or a hiring manager frustrated by another failed search, the bottlenecks usually trace back to the same few places.

1. Relying only on job postings. Postings attract active job seekers. Executive-level talent (the people most worth hiring) often isn't looking. They're performing and succeeding — not refreshing your careers page. If a posting is your only sourcing strategy, you're already working from a limited pool and competing for candidates who may be considering multiple offers at once.

2. Not asking the tough questions. Standard interview scripts reveal surface-level skills. The questions that actually matter — about failure, about what's missing from a resume, about what a candidate genuinely wants next — tend to go unasked. That leaves hiring managers making decisions with incomplete information, which increases the risk of a costly mis-hire.

3. Working around blind spots you don't know you have. There are questions hiring managers simply can't ask — legally or relationally. A recruiter operating as a third party can ask candidates directly about compensation expectations, motivations for leaving, and career concerns. That information shapes whether a process moves forward smoothly or stalls at the offer stage. Without it, both sides are guessing.

“Are companies actually tracking the success rate of their internal hiring process? If they’re not measuring it, they’re probably overestimating it.”

Greg McDowell, Executive Search Team Lead at FRI

The bottom line: Time kills all deals

The common thread running through all of these mistakes? They cost time — and in executive hiring, time is the one thing you can't recover.

"Time kills all deals," says Christie Burgess, Executive Search Team Lead. A candidate who felt uncertain about the process accepts another offer. A hiring manager who skipped the hard questions makes the wrong hire and starts over.

The firms that hire well move with intention at every stage — clear on what they're looking for, asking the right questions, and working with the full picture. That's what keeps a search from stalling.

Whether you're managing a search or in the middle of one, we’re here to help. Contact us or reach out to any team member at the bottom of this email.

🎈 Just for Fun

Spot the Red Flag

Something’s off in this job posting. Can you find it?

Senior Wealth Manager — Regional Bank | St. Louis, MO

Seeking an experienced Senior Wealth Manager with 7+ years in wealth management, CFP or equivalent, and a proven track record with high-net-worth clients.

  • Responsibilities: Manage and grow a book of business of $50M+ · Provide comprehensive financial planning and investment advisory services

  • What we offer: Competitive salary commensurate with experience · Full benefits · Growth opportunities

  • To apply: Send your resume to careers@[bank].com. Only candidates selected for an interview will be contacted.

Did you spot it?

🚩 The red flag: "Competitive salary commensurate with experience."

This phrase sounds reasonable but reveals nothing — and that's the problem. A senior candidate managing a $50M+ book of business needs to know whether the role is worth disrupting their career for. Vague compensation language signals either that the firm hasn't defined the role's value, or that they have and don't want to show their hand. Either way, top candidates move on. The best job postings include at least a salary range. It saves everyone time and signals that the firm respects candidates' time from the very first interaction.

📌 New Career Opportunities

We’re currently recruiting for a wide variety of roles in fiduciary services, including:

  • VP, Investments

  • Portfolio Manager

  • Senior Fiduciary Tax Accountant

  • …many, many more

The full list of career opportunities, including locations and next steps, is exclusively available to Connective Services subscribers.

💡 Associate Spotlight

Daniel Jimenez is an executive recruiter for Financial Recruiters International and Alexander Raymond with experience in talent acquisition across multiple industries. His professional background includes roles as a senior recruiter at Top Talent Solutions and Lot Squared Development, where he recruited for construction, technology, and sales for the U.S. market.

Daniel previously served as a talent advisor for Mondelēz International, leading recruitment efforts for merchandisers across North America, and worked as a freelancer recruiting personal and executive assistants for high-profile clients.

Daniel holds a bachelor's degree in electrical engineering from the University of Wyoming and is based in San Jose, Costa Rica.

🔗 Connect With Your Recruiter

Greg McDowell
Executive Search Team Lead
[email protected]
LinkedIn

Denise Decker
Executive Search Team Lead
[email protected]
LinkedIn

Christie Burgess
Executive Search Team Lead
[email protected]

Daniel Jimenez
Executive Recruiter
[email protected]
LinkedIn

Cody Newton
Executive Recruiter
[email protected]
LinkedIn

👋🏼 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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