Our Approach
Job Discovery
Proprietary Recruitment Process
Compensation Benchmarking
Hiring to fill a void within a boutique firm is imperative, ensuring operations and compliance are properly maintained without compromising client service. During Job Discovery, we collaborate with our clients to:
- Identify The Immediate Need
- Define Role Responsibilities
- Determine Experience Required
- Outline Desired Credentials
- Describe Ideal Candidate
Compensation Benchmarking
Proprietary Recruitment Process
Compensation Benchmarking
Market Demands vary across the nation, significantly impacting the talent pool. To ensure our clients stay competitive and attract top talent, we provide compensation recommendations leveraging data & benchmarking studies, specific to:
- Precise Location
- Firm Size & Total AUM
- Title & Responsibilities
- Years of Experience
- Designations, Certifications & Licenses
Proprietary Recruitment Process
Proprietary Recruitment Process
Proprietary Recruitment Process
Applying firsthand industry experience, we created a sophisticated interview process specific to boutique Wealth Management firms and provide customized outlines for each client. The process includes:
- Initial Job Discovery Call
- Identify Industry Experts
- Refine Prospective Candidates
- Engage Top Industry Talent
- Thoroughly Vet Candidates
- Submit Qualified Candidates
- Coordinate Interviews
Exclusive Resources
Custom Job Descriptions
Interview Guide & Questionnaire
Marketing & Branding Decks
As a valued partner to innovative boutique firms, we customize Job Descriptions specific to the immediate need, as well as the future of the firm. Tailored Job Descriptions include:
- Position Overview
- Detailed Responsibilities
- Requirments
- Mandatory Credentials
- Preferred Software & Skills
- Desired Intangibles
- Compensation Range
Marketing & Branding Decks
Interview Guide & Questionnaire
Marketing & Branding Decks
We hold Job Order Intake calls following Job Discovery, allowing our team to create comprehensive recruitment decks, marketing the firm & opportunity to send to prospective candidates. This marketing tool plays a vital role in our recruitment efforts by ensuring we qualify candidates most efficiently with attracting top talent. During this stage, we review:
- Position At-A-Glance
- Job Description
- Ideal Candidate Intangibles
- Ideal Candidate Tangibles
- Interview Process
- Interview Questionnaire
- Compensation Statistics
Interview Guide & Questionnaire
Interview Guide & Questionnaire
Interview Guide & Questionnaire
With the hiring process traditionally led by Managing Principals, Partners and Top Producers, we tailor-make Interview Questionnaires for each position. Each question is specifically created to prompt a response that will reflect a candidate's:
- Ability to Perform Tasks
- Demonstrated Skill Set
- Work Ethic & Primary Motivators
- Character & Trustworthiness
Identify & Engage Top Talent
Qualification & Vetting Standards
Interview Guide & Questionnaire
Taking a traditional headhunting approach, the caliber of candidates we represent is greatly attributed to our recruiting process. Leveraging Industry Specific Data, our process includes:
- Identify Industry Experts
- Refine Prospective Candidates
- Engage Top Industry Talent
- Thoroughly Vet Candidates
- Outline of Interview Process
- Timeline Expectations
Qualification & Vetting Standards
Qualification & Vetting Standards
Qualification & Vetting Standards
To ensure we represent and progress only qualified candidates with integrity, leadership experience, and desired credentials. Under this platform, we extend our vetting expertise to all candidates sourced as, outlined below:
- Confirm Clean U4
- Initiate Qualifying Process
- Facilitate Strategic Vetting Call
- BERKE Profile Spotlight Report
- Personalized Job Fit Profile
- Custom Interview Guide
- Professional Reference Check
Operational Support & Follow Up
Qualification & Vetting Standards
Qualification & Vetting Standards
During the hiring process, we act as the liaison between clients and candidates every step of the way. Regardless of how the candidate is sourced, we provide ongoing operational support & coordination, including:
- Coordinate Interviews
- Schedule via Outlook
- Deliver Prompt Feedback
- Create Customized Offers
- Negotiate Offer Terms
- Maintain Correspondence
- Offer Guidance