The Experts in Wealth Management
We work exclusively in the wealth management industry and have done so for more than 25 years. As a result, we have built an impressive network and accumulated a depth and breadth of knowledge in the wealth management field that few recruiters can match.
What Makes Us Different
Consultants and Advisors.
We generously share valuable information on industry trends concerning compensation, retention processes and organizational structure with our clients. We want to maintain an ongoing relationship with you to not only assist with your human capital needs, but anything you need to be successful.
Placement with Cultural Fit.
We personally visit your office to assess and understand your culture. We know that for some companies, finding a candidate who can work well within the office environment is as important as having the desired skills and qualifications.
Our Search Process is Proven!
When you place your trust in Spidel Burnfin, your search is handled by a firm with more than two decades of success behind us, thanks to our 7-step proven process for identifying, evaluating and placing candidates. We understand that everyone’s time is precious, so as you evaluate us, we are also deciding if our companies are a good collaborative fit. We will not accept a search that we are not confident we can complete successfully.
Nationwide Reach.
Our domestic search spans candidates from coast to coast to find the perfect new hire for your company.
Other Industry Resources
At Spidel Burnfin, we specialize in executive search, but we know our clients often face a wide range of challenges beyond leadership recruitment. That’s why we’ve built an extensive network of trusted service providers across the family office and RIA industries. Through our relationships, we can connect you with leading experts in:
Household Staffing
Chief of Staff Placement
Compensation Consulting
OCIO and OCFO Solutions
Family Office Membership Organizations
Philanthropic Advisors
Family Education
Insurance Advisors