Connective Services Issue 3

Attracting top talent, essential C-suite skills, featured job postings, and more

Kevin Sailor
President and CEO

Welcome back! We’ve got even more recruitment insights for you in Connective Services issue 3. Today, we’re focusing at the top. That is, how to attract the cream of the crop for your executive leadership - and which skills to cultivate if you’re looking for your next leadership role.

A bit further down, don’t miss our case study. The client came to us frustrated after an unsuccessful 6-month search. Within 2 weeks, we presented stellar candidates, one of whom the client hired. These success stories are what motivate our team every day!

In this issue:

🔎 Exclusive Recruiter Insights: My Top Tips for Executive Career Seekers

📄 Latest Resources from the Blog: Attracting High-Caliber Professionals & 5 Essential Skills for the C-Suite

🥳 Client Case Study: A Multi Family Office’s Executive Search

💡 Associate Spotlight: Christie Burgess

🔎 Exclusive Recruiter Insights

My Top Tips for Executive Career Seekers: Networking and Recruiters

By Rita Brannam
Executive Search & Talent Acquisition Team Lead
Find me on LinkedIn

For executives aiming to land their next leadership role, a well-rounded approach is key. While having a standout resume is important, strategic networking and partnering with a recruiter can accelerate your success. Let’s take a closer look at these two strategies.

Strategic networking: Connections are your advantage

Many executive positions are filled through connections, not just online applications. Focus on building relationships within your industry by attending events, participating in forums, and maintaining an active LinkedIn presence. Networking with former colleagues and industry leaders can provide you with valuable referrals and insider information on potential opportunities.

Partnering with a recruiter: Open more doors

In addition to networking, working with an experienced executive recruiter can open doors to roles that aren’t publicly advertised. Recruiters have access to exclusive opportunities and strong connections with companies, giving you a competitive edge. Choose a recruiter who specializes in your field and aligns with your career goals. Maintain regular communication and be clear about the types of roles you’re seeking.

By combining your networking efforts with the resources and expertise of a recruiter, you can significantly improve your chances of landing that next executive role. In today’s competitive market, it’s not just what you know, but who you know—and who’s helping you find the right fit.

📄 Latest Resources From the Blog

How to Attract High-Caliber Wealth Management Professionals: 4 Proven Strategies

In 2024 and beyond, the competition for skilled wealth management professionals will be fiercer than ever. Here’s how to ensure your firm stands out to the best candidates:

  1. Define high-caliber talent. Identify essential skills like portfolio management, investment strategy, and risk management. Seek candidates with proven success in handling high-net-worth clients and delivering strategic financial advice.

  2. Craft targeted job descriptions. Be clear and specific about the qualifications you need, highlight career advancement opportunities, and showcase your firm’s culture to attract the right candidates.

  3. Leverage your network. Utilize industry connections to reach passive candidates through referrals and recruitment events, ensuring access to top talent who may not be actively job hunting.

  4. Promote your firm. Build a strong employer brand by emphasizing growth opportunities, a positive work environment, and competitive compensation packages, making your firm a top choice for exceptional professionals.

These strategies will help you secure the best talent and drive your firm’s success. For a deeper dive, read the full article here: How to Attract High-Caliber Wealth Management Professionals >

Elevating Your Career: 5 Essential Skills for C-Suite Roles in Financial Services

Aspiring to reach the C-suite in financial services involves honing a unique blend of strategic, technical, and leadership skills. Our experts pinpoint five areas to focus on:

  1. Develop strategic vision and business acumen. Cultivate big-picture thinking and deep financial understanding to steer your organization toward long-term success.

  2. Hone your leadership and people management skills. Inspire and motivate teams by communicating a compelling vision, delegating effectively, and managing conflicts constructively.

  3. Master communication and influence. Enhance your ability to communicate complex ideas, influence decisions, and negotiate effectively, both internally and externally.

  4. Build emotional intelligence and self-awareness. Use empathy and adaptability to navigate leadership challenges and foster a positive corporate culture.

  5. Cultivate industry expertise and stay informed. Stay ahead of trends and continuously enhance your knowledge through lifelong learning and networking.

By focusing on these areas, senior professionals can successfully transition to executive roles, leading their organizations with confidence and foresight. For all the details on how to elevate your career with these five strategies, read the full article here: Elevating Your Career: Essential Skills for C-Suite Roles in Financial Services >

President of Trust and Wealth

(JD, CFP, CTFA, CFA)

Texas

Recruiter: Greg McDowell

Firm Wide Financial Planner

(CFA, CFP)

Detroit

Recruiter: Jacob Aubel

Trust Officer

Houston

Recruiter: Greg McDowell

Commercial Lines Account Manager

Atlanta

Recruiter: Christie Burgess

Director of Wealth and Retirement Strategy

(CFP, CFA)

Wichita

Recruiter: Denise Decker

Commercial Lines Account Executive

Atlanta

Recruiter: Christie Burgess

Wealth Investment Specialist

(CFP, CFA)

Wichita

Recruiter: Denise Decker

Wealth Manager

Pittsburgh

Recruiter: Jacob Aubel

Commercial Underwriting Manager

Midwest

Recruiter: Greg McDowell

Trust Officer

Spokane

Recruiter: Rita Brannam

Private Banker

Tallahassee

Recruiter: Jacob Aubel

Senior Retirement Plan Administrator

PA & West Virginia

Recruiter: Jacob Aubel

🎈 Just For Fun

Recruitment is all about finding candidates with the right motivation.

🥳 Client Case Study: A Multi Family Office’s Executive Search

Securing top-tier talent is never easy. A Houston-based multi family office turned to Financial Recruiters International when a six-month search with other firms failed to produce viable candidates.

This client faced several hurdles:

  • A seemingly tapped-out local talent pool

  • Previous disappointments with executive search firms

  • The need for candidates willing to relocate

Luckily, these challenges were no match for our expertise at FRI. We devised a customer, twofold approach for the client:

  1. Tap into passive talent. We focused on professionals not actively seeking jobs, but open to the right opportunity. Exceptional candidates often fly under the radar, and our strategy sought to uncover them.

  2. Wider market exploration. We didn’t just look further, we looked smarter. Our thorough market research revealed candidates who had slipped past other recruiters.

In just two weeks, we presented the client with three outstanding local candidates, leading to an immediate hire. Impressed with our speed and quality, they entrusted us with further searches. Over six months, we filled three crucial positions, each perfectly suited to their needs.

With the right partner, even the toughest talent searches have a happy ending. For more details on our successful approach, read the full case study here. >

💡 Associate Spotlight

Christie Burgess

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.

📰 Industry News

What’s going on with the staffing market?

The staffing industry is declining despite economic growth. In their latest report, Staffing Industry Analysts explore trends like labor hoarding and rising temp wages. Do these changes signify a new normal? Read the analysis. >

🔗 Connect With Your Recruiter

Greg McDowell

Executive Search Team Lead

Denise Decker

Executive Search Team Lead

Christie Burgess

Executive Search Team Lead

Jacob Aubel

Executive Recruiter

Rita Brannam

Executive Search Team Lead

👋🏼 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.