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Advisory meeting in a regulated wealth-management practice
Case Study · Banking, Financial Services & Insurance

Twenty specialists. Five disciplines. One major new business.

A regulated wealth-management build team, assembled from scratch and instrumented to stay.

Sector
Wealth Management
Top US firm
Engagement
SOW · Direct Hire
Hybrid commercial model
Timeline
12 months
Full engagement duration
Team Size
20 specialists
Tech + Business Operations
Result
95% retention at 18 mo
Industry standard ~70%
— The Challenge

A major new business, and no team to build it.

A US wealth-management leader committed to a major new business: a full technology and operations build, clean enough to run a regulated business at scale.

  • The gap: no internal capacity; the existing panel returned slow or off-domain shortlists.
  • The need: a domain-fluent team built from scratch.
  • The frame: a domain problem, not a generic hiring brief.
They didn't need recruiters. They needed people who understood why a wealth-management hire is different from a fintech hire, and who could find them.
— Our Approach

How we built it, and made it stick.

  • Domain-led intake from day one.

    Our senior wealth-management consultant ran role definition directly with program leadership. JDs rewritten before sourcing.

  • Structured TalentMatrix sourcing.

    Multi-step vetting on every role (skills, fit, references) with AI assessments via HackerRank, Mettl, and Dextra.

  • No generalist sign-offs.

    Every candidate screened by a senior wealth-management consultant, a former platform architect at a major broker-dealer.

  • Onboarding instrumented for retention.

    Bi-weekly check-ins, a dedicated care team, and 30/60/90 reviews. A stable team, not a churn of placements.

— The Outcome

What it looked like by the numbers.

20
Specialists placed across five disciplines
Tech + Business Operations · 100% US Citizens / GC
100%
Contract compliance across the engagement
Zero SLA misses · Onboarding QA at 30/60/90
90%
Quality-of-hire rating, client-assessed
Structured client feedback at every milestone
<10%
Candidate drop-off across the program
Industry average: 25–30%
“
We asked for a twenty-person team built from nothing, against a launch date that wasn’t moving. The team showed up, the platform launched, and most of that team is still here.
Managing Director Major US Wealth Management Firm

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