AWM Search is an executive search firm focused on senior assignments in Private Wealth Management. We specialize in team lift-outs of private wealth advisors and private bankers.
We are dedicated to providing managers and advisors a transparent, honest, and efficient recruitment process.
We aim to attract top talent and represent them with distinction and candor. Our consultative approach allows the advisors to feel comfortable that their motives, interest level, and concerns are not being inaccurately represented, fear of which is the most common reason one may not engage in an outside opportunity. Subsequently, our transparency with the hiring managers allows for a real understanding of the stimulants and obstacles to hiring.
We strive to develop a partnership with both the advisor and the manager. This enables us to prioritize objectives, recognize trends and talent, and find a long-term solution that leaves the employer and the employee happier. This strategy, along with our philosophy of integrity and discretion, aims to establish long-lasting, recurring mandate business relationships.
AWM Search has diverse and comprehensive subject matter expertise and industry insights from having successfully completed searches in the following arenas:
We sincerely appreciate the magnitude of representing you in the marketplace, and fully understand the importance of making the right human capital decisions. As a boutique search firm, clients can be sure that the managing partner is conducting the primary research, recruitment, candidate management, and client management; as opposed to breaking up these tasks in an assembly line approach, as larger firms often do.
Our approach ensures full connectivity, with no key details lost. And our broad database of contacts from top global institutions, as well as boutiques, regional, and independent firms, provides key access to top talent and market intelligence.
Too often, search firms are focused on only one side of the equation, and the result can be disastrous. We strive to make both the advisors and managers happy!
We develop a feel for your style and priorities through thorough discussions or meetings.
We understand your objectives, strategy, and timeline.
Drive and facilitate the process with confidentiality and attention to detail.
Offer high quality, high touch service: we prioritize not wasting anyone’s time.
Provide insightful information on comp packages and platforms.
Meeting prep and debrief as needed.
Strategic conversations to determine suitability and facilitate decisions that make sense for both hiring managers and advisors.
Provide crucial guidance based on prior transitions.
Strength in high profile, complex, and discrete assignments Sensitivity to priorities and concerns Strong industry knowledge, with an understanding of the full array of products, services, and functionalities within PWM We work especially hard to make sure it’s a good experience for both the advisor and manager, culminating with a successful book transition Prioritization of transparency, efficiency, and managing expectations accordingly Respect and appreciation for the privilege of representing advisors and managers