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The wealth management sector has experienced tremendous change in recent 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.

As executive search and leadership consultants, we aim to provide the same trusted guidance to our clients as you provide to yours.

We are committed to your success.

Our consultants average nine years of search experience and 13 years of industry experience with the world’s most respected financial services organizations and consulting firms serving financial institutions. Our expertise spans private endowments and foundations, family offices and multifamily offices, private banks, trust companies, boutique wealth management firms, mass affluent units of retail institutions, retail brokerages and mutual fund companies.
We’ve conducted hundreds of senior-level searches for wealth management organizations that range from large global firms to specialized, single-region boutique wealth managers and family offices. Our placement retention rate in the industry is 98 percent.
For each assignment, we customize our teams to bring the relevant expertise to meet your 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.