Financial Services

Wealth Management

The wealth management sector has never been more competitive than it is today and high net worth clientele have a myriad of firms to choose from to manage their assets. In most situations, deciding on a firm will come down to a combination of relationships, performance and service levels. For firms to be competitive, it always comes down to hiring the best people in the industry. With an average of over 15 years of specialized recruiting experience, our Private Wealth search consultants understand what our clients truly value and recognize that identifying and delivering the right candidates can impact their ability to achieve sustainable growth.

Our experts truly know how to inspire highly sought after market leaders, asset gatherers, operations leadership, financial advisors, portfolio managers, accounting, information technology and compliance professionals to join clients’ teams. Equally impressive is our RIA and IBD Practice acquisition and succession planning team. If your firm is looking to proactively identify, evaluate and ultimately acquire top quality practices or if your firm is looking for the right buyer, StevenDouglas can deliver what you need.

Areas of Specialization:

  • Private Wealth Management
  • Single & Multi Family Offices
  • Executive Leadership
  • Sales Managers
  • Business Developer​s
  • Chief Investment Officers
  • Portfolio Managers
  • Senior Client Service Officer
  • Compliance Officers
  • Finance and Accounting
  • Information Technology
Meet the Team

Banking & Commercial Finance

The banking and commercial finance industry has faced an enormous amount of change over the last decade and continues to evolve with bank consolidation, advances in technology, global trade, and the onerous regulatory environment. One thing that remains constant is the need to be able to recruit, hire, and have access to the best talent in the industry to stay competitive.

Our Banking & Commercial Finance team averages over 20 years of experience, which makes us uniquely positioned to deliver exceptional talent to our clients. Whether your need is in production, risk, capital markets or the shared services arena, we can assist you in your growth. Additionally, our practice is national and offers our clients a boutique search approach without the recruiting conflicts of the mega firms.

Areas of Specialization:

  • Roles:
  • Executive Leadership
  • Production & Sales
  • Capital Markets
  • Market Leadership
  • Credit & Risk
  • Asset Management
  • Finance and Accounting
  • Information Technology
  • Human Resources
  • Practice Areas:
  • Wholesale and Private Banking
  • Commercial and Consumer Finance
  • Mortgage
  • Commercial Real Estate
Meet the Team

Family Office

As multi-generational wealth has grown to tremendous proportions around the globe, there has been a proliferation of Family Offices to support the ultra-high net worth community. The rapid expansion of the ecosystem of single and multi-family offices has created unique recruiting challenges for the sector.

At StevenDouglas we understand that all Family Offices are not created equally and they are each formed with a different vision for the future. Our experts understand the nuances of the different types of structures and are adept at identifying the right skill sets for the right situation. Equally, if not more important in this sector, is the cultural fit given the personal nature of the families holdings and in many cases the size, scope, and number of family members being served by the office. Our team has worked with offices of all sizes, start-up to very mature operations, and single to multi-generational operations.

Roles:

  • Executive Leadership (CXO)
  • Investment Management
  • Finance & Accounting
  • Trust, Estate and Tax Planning
  • Operations
  • Governance and Compliance
  • Real Estate Management
  • Real Estate Management
  • Family Concierge Services
  • Information Technology
  • Human Resources
Meet the Team

Institutional Portfolio Management

Investment management firms compete for client by demonstrating consistent superior relative performance. Although a successful lift-out can take months to years to execute, it may still prove to be a fruitful decision versus waiting years to incubate a track record in-house.

With over 20 years of experience, our Investment Management practice has in-depth understanding of the challenges investment firms face and is able to delineate the risk and rewards of hiring teams with strong track records who also share compatible culture and investment philosophies.

Through our extensive research and passion to impact our clients’ enterprise value, we are able to represent firms in the marketplace for potential acquisitions, lift-outs, friendly carve-outs, and mutual fund adoption/sub advisory relationships, or simply portfolio manager hires, while providing the consultative advisory needed.

Areas of Specialization:

  • Portfolio Managers
  • Team Lift-Outs
  • Carve-​Outs
Meet the Team

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