The wealth management sector has experienced tremendous change over the past five years due to a challenging competitive environment as well as an unpredictable economic climate. Spencer Stuart’s best-in-class team understands the complex demands confronting the industry and is experienced in finding leaders who are able to navigate these challenges and drive success in today’s environment.

  • We have worked on hundreds of senior-level executive searches for wealth management organizations, ranging from large, global firms to specialized, regional boutique wealth managers and family offices.
  • Our consultants have an average of nearly a decade of search experience and 13 years of industry experience with the world’s most respected financial services organizations and consulting firms serving financial institutions.
  • For each assignment, we customize the search team to bring the relevant expertise and to meet our clients' needs. We are experienced in recruiting for all critical roles, including chief executive officer, chief operating officer and chief investment officer, as well as leaders specializing in functional areas such as sales, investments, trust, advisory services, marketing, operations and finance.
  • We have deep relationships with and unrivaled access to industry executives around the world.

Our specialized practice consultants feel an affinity toward the core mission of wealth management firms: individualized relationship management, highly customized solutions and unparalleled client service. As executive search consultants, we aim to provide the same trusted guidance to our clients as you provide to yours.

We have conducted a wide range of senior-level executive search assignments across the following sectors:
  • Boutique Wealth Management Firms
  • Family Offices and Multi-Family Offices
  • Financial Intermediaries
  • Affluent Units of Retail Banks and Insurance Companies
  • Private Banks
  • Outsourced CIO Firms Serving Ultra High Net Worth
  • Private Endowments and Foundations
  • Registered Investment Advisers
  • Retail Brokerage Firms
  • Traditional Trust Companies