Our core competency at Spidel Burnfin is executive search within the wealth management space. To initiate each new search assignment we invest time in understanding the needs of the client company. To effectively perform an executive search assignment, we start by developing a complete understanding of our client’s business which includes company history, services provided, leadership, philosophy, future plans for growth and culture. This is the most essential phase of the search process because it is where the foundation is laid for the remainder of the search. During this phase we also gain a thorough understanding of our client’s unique, “selling points” that will get potential candidates excited about the opportunity.

We rely on our expertise, experience and extensive network in the wealth management space to deliver the best candidates, which are many times candidates that are too busy performing for their current employer to be looking for their next career move. As we identify and qualify candidates for our clients, we not only match the candidate’s experience with the position description but also evaluate and match the cultural fit between the company and the potential candidate. After considering all the information gathered in the search process, our firm presents the top pool of candidates we feel best fit the position specifications. This finalist pool represents the best match in background, experience, culture, and motivation to make a career change. We help facilitate the interview process and act as an intermediary during this courtship providing objective third party counsel to both the client company and candidate.

We play an active role in every remaining step of the process which includes reference checking, managing expectations with regard to compensation, negotiations, offer delivery and resignation consultation with candidates.

Additionally, what differentiates Spidel Burnfin from competitors is our post-placement follow up. Many search firms disappear after a candidate has been placed with a client company. We view this as the beginning of more great things to come in our partnership. Once the candidate accepts the offer and starts with our client company, we continue to maintain contact with both the client and candidate to ensure the candidate’s smooth transition and integration into the company.

Paraphrasing Humphrey Bogart at the end of Casablanca, we think this is the beginning of a wonderful partnership.