Develop and implement a comprehensive talent acquisition strategy aligned with business goals and workforce planning.
Partner with senior leadership to anticipate talent needs and build proactive pipelines for critical client facing roles.
Lead workforce planning and talent forecasting in collaboration with Finance, People team, and business leaders.
Lead, mentor, and grow a high-performing team of ~10 talent acquisition professionals and contractors; promote a culture of accountability, innovation, and continuous improvement.
Oversee full-cycle recruiting for all roles, including financial advisors, client development professionals, client service specialists, and corporate staff.
Establish protocols for when to engage external partners vs. internal search capabilities; manage relationships and contracts with executive search firms.
Ensure a world-class candidate experience from sourcing through onboarding; own Talent Referral, Internal Mobility, and Onboarding programs.
Lead and manage higher-touch senior and executive hiring, confidential searches, and succession-related hiring with discretion.
Strengthen the firm’s employer brand and launch strategic campus partnerships and local pipeline-building efforts.
Complete implementation and integration of Greenhouse ATS; train users, customize workflows, interview kits, and reporting dashboards.
Continuously evaluate new recruiting technologies, including AI enablement, to improve efficiency, compliance, and data integrity.
Build and manage the TA budget judiciously.
Establish and monitor key recruiting metrics and targets; build dashboards to provide visibility into recruiting performance and trends.
Use data-driven insights to identify bottlenecks, improve processes, reduce time-to-fill, and improve quality-of-hire metrics.
Ensure recruiting practices comply with labor laws, industry regulations, and internal policies; maintain confidentiality and integrity in all hiring processes.
Requirements
Bachelor’s or Master’s degree.
15+ years of progressive experience in talent acquisition, including 5+ years in a talent acquisition leadership role.
Experience in professional services, financial services, or wealth management strongly preferred.
Proven success in building and scaling recruiting functions in a fast-paced, high-growth environment.
Deep experience working with Greenhouse ATS, recruiting analytics, and emerging technologies that elevate the talent acquisition function.
Strong knowledge of recruiting best practices, recruiting technology and employment law.
Excellent communication, negotiation, and stakeholder management skills.
Certifications such as SPHR, SHRM-SCP, or CIPD are a plus.
Experience leading, mentoring, and growing a high-performing team (~10 talent acquisition professionals and contractors).
Experience overseeing full-cycle recruiting for financial advisors, client development professionals, client service specialists, and corporate staff.
Experience managing executive and senior search processes and working with executive search firms.