Wealth Management Executive Search & Recruitment

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      Cowen Partners is a leading wealth management executive search firm with unmatched experience sourcing and placing extraordinary talent in C-suites nationwide.

       

      As top wealth management recruiters, we have an innate understanding of the latest shifts, trends, and challenges facing the asset management and financial planning sectors, as well as the complicated needs, opportunities, and potential solutions that can fuel true success.

       

      We also know that nothing drives results and maximizes value like connecting exceptional talent with the right roles, matched to company culture, growth goals, and more.

       

      With extensive industry knowledge, vast resources, and decades of experience in wealth management recruitment, Cowen Partners consistently delivers optimal candidates faster than the competition, maintaining a 99% retention rate and continuing to serve as the referral partner of choice for banks, credit unions, private wealth management firms, and other financial firms.

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        Wealth Management Executive Search Specialties

        Cowen Partners has deep experience in every niche of wealth management recruitment, with a proven record of successful engagements across various specialties, including (but not limited to):

        Asset & Wealth Management 

        Corporate Finance

        Market Infrastructure & Data Services

        Payments

        Investment Banking

        Insurance

        Our national wealth management recruiters also have unparalleled expertise across every sector of finance, including (but not limited to):

        Wealth Management Executive Search in Action

         

        Consistently ranked as a top wealth management executive search firm in the U.S., Cowen Partners specializes in recruiting top-tier leadership talent for financial institutions, private banks, credit unions, family offices, asset management firms, insurance companies, tax firms, and more. Renowned for our expertise and deep networks within the financial sector, our wealth management recruiters offer tailored solutions to fit our clients’ strategic goals, sourcing candidates who can drive growth, manage risks, enhance client relations, and exceed expectations.

         

        Explore some of the roles that our wealth management executive search firm routinely fills with outstanding talent below.

        Asset Manager

        Estate Planning Advisor

        Financial Advisor

        Financial Consultant

        Investment Advisor

        Managing Director

        Private Banker

        Registered Investment Advisor (RIA)

        Securities Broker

        Trust Officer

        Wealth Manager

        Registered Investment Advisor (RIA)

        Risk Management Consultant

        Trust Officer

        Wealth Manager

        Financial Planners

        Our Wealth Management Recruiters

         

        Meet the elite team of wealth management executive recruiters who position companies for greater success with the right talent acquisitions for a range of leadership roles and needs. Get to know our team, our background, and our specialties below.

        SOME OF OUR PAST CLIENTS

        National Wealth Management Executive Search Firm

         

        Wealth Management Executive Search | Cowen Partners

        Strategic, skilled, and exceptionally effective, our hands-on wealth management recruiters have vast experience working with a broad range of clients, including startups, growing firms, Fortune 1000 companies, and firms with assets between $500 million and $15 billion. Successful placements span the entire C-Suite, including (and not exclusive to) CEOs, COOs, CFOs, and beyond, as well as vice presidents, account executives, wealth management leaders, and other director-level roles.

         

        Find out how we deliver top talent, no matter the need, by browsing our industry-leading research and resources below. Discover the strategy that made Cowen Partners a top wealth management executive search firm in nearly every major metro from New York City, Boston, Philadelphia, and Chicago to Seattle, Atlanta, Dallas, Los Angeles, and beyond.

        Wealth Management Executive Search Insights

        AS SEEN ON

        TESTIMONIALS

        You succeeded where many others failed; we are grateful for your key role in helping us hire a great ...

        CEO Healthcare

        I can’t believe you found someone so fast, yes we want them to ...

        CFO Bank

        I’m really impressed by all the qualified candidates, thank you so ...

        SVP Chief People Officer

        I wanted to let you know we are very happy with your services, she has been great for us. Thank you for this ...

        CFO Credit Union

        I really appreciate your help finding someone for me and hope our paths cross again. I would definitely consider using you for a new search if I should have one. It was really easy to work with ...

        CFO Software Company

        Even after less than two months, it’s clear she is extremely well qualified and an excellent long term addition to our staff. We are very pleased to have her. Thanks for all the work you did to help make this ...

        CEO Real Estate Company

        You are adamant in your search. I don’t think we have ever had a headhunter/recruiter so diligent on seeking out candidates as you ...

        VP HR Seafood Company

        You did what you said you’d do and I appreciate that, let me know if you ever need a ...

        CEO Specialty Pharmacy

        We have never seen this much activity from a recruiter ...

        VP Talent Acquisition

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