We put the right people in the right place at the right time
Specializing exclusively in Wealth Management Recruitment, our team excels in identifying, attracting, and retaining top talent. We understand your firm’s nuanced needs and introduce you to candidates who are a strong fit for enduring partnerships and mutual success.
TWM Specialties
Financial Planning
Our experts have access to a vast national network of Financial Planning professionals who serve as subject matter experts in all areas of wealth planning.
Trust & Estates
Our team of Estate Planning and Trust search specialists understand the demands of the industry and are skilled at sourcing, attracting, and placing best-in-class Trust and Estate professionals.
Family Office
We take the time to learn the nuances of your Family Office so that we match you with talent that has the precise experience that you need, while being an ideal cultural fit.
HNW/UHNW Tax
We partner with our clients to match them with exceptional UHNW tax professionals who serve as tax subject matter experts in individual, trust, gift, nonprofit, corporate and partnership tax.
Investment
With a dynamic database of Investment specialists at our fingertips, our team has the experience and resources to secure the high-performing Investment professionals that your firm needs.
Relationship Management/ BDOs
With connections to thousands of qualified broad-based Wealth Management professionals, our team finds you the ideal Relationship Managers for your clients.
39
Combined Years Of Experience
Roles we specialize in:
We specialize in finding elite talent for the following roles - From Associate to Senior, Director, and Managing Director level:
Firms we partner with:
RIAs (Registered Investment Advisors)
Trust Companies
Wealth Management Firms
Single Family Offices
Multi-Family Offices
Private Client Divisions of Financial Firms
“Gary has exceptional, in-depth knowledge of the wealth management industry and uses it to his clients’ advantage.”
- Senior Wealth Planning Specialist, National Financial Services Firm
Access the talent that will drive your team forward
Please share some details with us and we will contact you to schedule a consultation.
TWM Executive Search is a boutique search firm specializing in wealth management recruitment. Our mission of providing a superior client experience, along with our proven track record of successful placements, earns us the trust of top firms across the United States.
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