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- Connective Services Issue 8
Connective Services Issue 8
The perks of landing a role at a small firm + trends shaping today's opportunities in financial services
Kevin Sailor
March 18, 2025
 Kevin Sailor | One of the things I love about recruiting is that there aren’t “good” or “bad” roles. There are just “good” or “poor” fits. A role that doesn’t work for one candidate might be perfect for someone else. In this month’s issue, Greg shines a light on how a role at a smaller firm can often be a better fit than a big-name, corporate role for candidates focused on professional growth. Later, we’re welcoming our newest recruiter, Adrian, to the team. Plus, as always, blog insights and career opportunities. - Kevin P.S. In case you missed it, our full list of career opportunities is now available to subscribers only. If this email was forwarded to you, you’ll be prompted to enter your email to view it. |
In this issue:
💥 Recruiting Myths Busted: Why smaller firms offer greater career growth
📄 Latest Resources from the Blog: Key trends for financial professionals, why financial execs are relocating to Texas
💡 Associate Spotlight: Adrian Hernandez
💥 Recruiting Myths Busted
 | Small Pond, Big Opportunities: Why Smaller Firms Offer Greater Career GrowthBy Greg McDowell |
After nearly two decades placing professionals in firms of all sizes, I’ve seen firsthand the unique advantages that smaller companies offer for career growth.
There’s a myth that large corporations are the ultimate career destinations. While they certainly have their perks, I believe the potential of smaller firms is often overlooked.
Consider these advantages of smaller firms:
Greater visibility and impact
In smaller firms, your work doesn’t get lost in the shuffle. Every contribution is noticeable, and there’s a sense of ownership and recognition that can be hard to find in larger organizations.
Broader skill development
Fewer people often means more varied responsibilities, which is an opportunity to diversify your skills. The adaptability you’ll develop in this environment is invaluable in today's job market.
Faster career advancement
The path to promotion can be quicker, less bureaucratic, and more closely tied to the tangible results you’re achieving in your role.
Challenges to consider
Of course, smaller firms do present some challenges compared to large companies. Budgets may be smaller, requiring you to accomplish more with fewer resources. And cultural fit, while important at any company, can be more apparent at a small firm.
In the end, smaller firms may not have the extensive resources of their larger counterparts, but they provide a unique environment where one can truly leave a mark, grow holistically, and find greater personal fulfillment.
P.S. Roles at smaller firms can also be harder to find. I’m here to help - let’s chat.
🎈 Just for Fun
The legacy is in the eye of the beholder.
📄 Latest Resources From the Blog
Key Trends Shaping Opportunities for Financial Professionals
From Financial Recruiters International
The financial industry is buzzing with opportunities for ambitious professionals ready to advance their careers. Here are some key trends shaping this dynamic landscape:
Leadership gaps: With many senior executives retiring, companies are eager to fill leadership roles, offering openings for professionals poised to step up.
Generational wealth transfer: As $84 trillion transitions between generations, wealth management teams are expanding to handle new assets and clients.
Fintech transformation: The rise of fintech demands professionals who blend financial expertise with technical skills.
ESG investing: As sustainable investment strategies gain priority, firms need experts to lead ESG initiatives.
These trends present significant opportunities for career advancement. However, 80% of executive-level jobs are never publicly advertised. They’re filled through trusted professional networks and specialized recruitment.
Learn why firms keep these roles confidential and how you can get access to the best opportunities: Key Trends and Career Advancement Opportunities for Financial Professionals >
 | Why More Financial Executives Are Relocating to Texas – And What It Means for HiringFrom Financial Recruiters International |
As Texas emerges as a vibrant hub for financial services, it's drawing an increasing number of financial executives due to its economic diversity and favorable regulatory environment. Here's why key financial leadership roles are crucial in Texas's wealth management sector:
Strategic financial leadership: CFOs in Texas are more than financial managers—they are strategic leaders optimizing cash flow and driving growth, particularly in energy, tech, and healthcare sectors.
Chief investment officers: CIOs provide critical insights amidst market volatility, guiding firms in Austin to navigate complex investments.
Chief fiduciary officers: With rising client expectations, these roles ensure compliance and manage fiduciary risks, vital in San Antonio's diverse financial landscape.
Chief operating officers: As digital transformation accelerates, COOs enhance efficiency and client experience, essential for Dallas's tech-savvy market.
Investor relations managers: In Austin's vibrant startup scene, they foster strong relationships with investors, crucial for asset growth.
The bottom line is, firms that effectively recruit these specialized roles will secure a competitive edge in Texas. Learn how: Key Financial Leadership Roles Shaping Texas Wealth Management >
📌 Featured Career Opportunities
We’re currently recruiting for a wide variety of roles in fiduciary services, including:
Trust Officer
EVP of Wealth
Family Office - Trust and Relationship Manager
Wealth Advisor
…many, many more
The full list of career opportunities, including locations and next steps, is exclusively available to Connective Services subscribers.
📰 Industry News
Certifications give advisors a clear economic edge, IWI says
A new report by the Investments and Wealth Institute highlights the economic advantages of professional certifications like CIMA, CPWA, and RMA for financial advisors. Certified advisors not only earn more (up to a third higher than their non-certified peers); they also attract ultra-high-net-worth clients and manage significantly larger assets. Read more from InvestmentNews.com. >
Looking to the future: Financial advisors name their favorite AI programs
A recent study highlights the increasing adoption of AI in the financial advisory sector, with tools like ChatGPT, Microsoft Copilot, and Google Gemini gaining prominence among advisors. This embrace of AI is revolutionizing productivity and personalizing client experiences, positioning advisors to manage more clients effectively. Read more from InvestmentNews.com. >
💡 Associate Spotlight
Adrian Hernandez is a recruiter for Financial Recruiters International and Alexander Raymond. His professional journey includes a role as a recruitment consultant, for which he implemented efficient and effective recruiting strategies to source qualified candidates for a variety of positions. Adrian is known for providing high-quality service that exceeds client expectations. His strong leadership, sharp eye for detail, and knack for problem-solving have consistently led to successful projects. A long-time resident of Santo Domingo, Dominican Republic, Adrian's global experience adds to his unique perspective and effectiveness in recruitment. |
📣 How Are We Doing?
🔗 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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