The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Build and maintain executive-level candidate pipelines through market: mapping, research, and targeted outreach across all functions
Identify and engage passive executive talent using sourcing strategies,: competitive intelligence, and relationship-building approaches
Partner with executive recruiters and hiring leaders to align on leadership: profiles, succession priorities, and long-term pipeline planning
Track candidate activity and maintain organized workflows using tools such as: Greenhouse, Gem, and executive research platforms
Analyze sourcing data, outreach effectiveness, and talent market trends to: refine engagement strategies and improve pipeline quality