Financial Services
Family Office Recruiters
Matching Top Family Office Candidates in the Wealth Management and Private Banking Industries with Clients Around the World
Expert Family Office Recruiters
Family offices are responsible for handling growth, investable assets, and wealth management on behalf of families. Family office services may also include assistance with day-to-day budget planning, legal services, and succession planning.
The success of each family office is directly linked to its executives. In order to cater to a specific family, family members, or family businesses, these professionals need to gain an in-depth understanding of the family’s wealth management needs, goals, and values.
At Keller, we understand the importance of hiring the right candidates for your single-family office or multi-family office. We work with family office clients from around the globe, offering continuous support and providing the very best talent across several industries, including wealth management.
What We Do
In addition, our family office professionals also provide each client in the family office sector with reliable and efficient recruitment solutions. Unlike other executive search and recruitment firms and their common methods, Keller employs a collaborative, client-first approach to recruiting talent. We tailor our strategy to align with the specific needs of our clients.
Employing this approach ensures that we recruit candidates with the passion and expertise to add continued value to your organization and propel it forward.
Our recruitment services include:
Assessment
The goal of our executive search firm is to locate and recruit quality candidates seeking jobs in single or multi-family offices, who will align well with the unique needs and company culture of our clients. Our expert consultants and recruiters ensure that each candidate we place will benefit their organization.
We begin our recruitment procedure by first gaining a deep knowledge of your family office, its goals and long-term view, your executive search needs, and which qualities you look for in prospective employees. We then compare these valuable insights to your existing team, identifying gaps that need to be filled.
Talent Acquisition
Upon completion of our assessment, our team of expert family office recruiters fine-combs our vast network of professionals in order to find the right candidates for your available position. We value inclusivity, and focus on finding a diverse range of executives, each with the skills and experience necessary to succeed in your business.
This exhaustive search ultimately allows us to provide our clients with a tailored list of exceptional talent well-suited to their needs.
Organization Transformation
When you collaborate with Keller and hire carefully selected experts pulled from our expansive database, you take the first step towards transforming your organization and gaining an advantage over competitors in the asset management industry.
Our Approach to Family Office Executive Search
In essence, Keller’s customer-centric, teamwork-driven recruitment strategy begins by comprehending the needs of your business and the obstacles it faces, before launching into an exhaustive search to find solutions for those challenges. We continuously assist and advise, throughout recruitment as well as the hiring and onboarding process.
Our Fields of Expertise
Keller has a proven track record of successfully staffing family offices and the various areas of expertise within them. Some of these fields include:
- Accounting
- Administrative
- Finance/ Financial Services
- Human Resources
- Legal
- Management
- Philanthropy
- Tax
Positions We Find Placements For
As a top-tier recruitment agency, Keller has generations of experience providing clients with the best talent in the wealth management sector and staffing various positions, including executive leadership roles. We find executives for roles such as:
- Accounting Manager
- Chief Financial Officer
- Chief Investment Officer
- Chief Security Officer
- Director of Financial Planning and Analysis
- Director of Human Capital
- Director of Impact Investing
- Director of Residences
- Estate Manager
- General Counsel
- Head of Family Office
- Tax Director
- Treasury Analyst
- VP Operations
- VP/Director of Accounting
Why Choose Keller as your Family Office Recruitment Partner?
We make use of our years of experience in family office recruitment and expansive network of industry professionals to pinpoint the right fit for your family office.
What sets us apart from many of our competitors is Keller’s unparalleled commitment to providing exceptional service. We waste no resources in upholding the high rates of customer satisfaction we have become renowned for.
Our Promise - The Right Hire
Through the years, we have built lasting relationships with our clientele, by providing continued support to ensure high employee retention rates for your business.
At Keller, our team of consultants and recruiters dedicates itself to conducting each executive search process with professionalism, discretion, and unwavering respect for the privacy and safety of the family offices we serve.
Let Keller play a crucial role in your future success by providing your wealth management firm or family office with the candidates needed to lift it to new heights.
Schedule a consultation and speak to one of our expert recruiters, today!
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What Makes us Different
Tailored Service Excellence
Our dedicated senior consultants provide attention to detail at every stage of the search process, ensuring tailored results that exceed expectations.
Nationwide / Global Talent Acquisition
Leveraging our extensive network, we identify and attract world-class leadership candidates from diverse backgrounds and locations
HR Advisory Services
We offer expert guidance to optimize your HR processes, enhancing efficiency, reducing workloads, and boosting employee retention and engagement.
Fast Turnaround time
Our consultants work to expedite search executions. Minimizing time-to-hire while seeking the best talent in the market.
Comprehensive Solutions
Beyond recruitment, we provide value-added services from organizational health to leadership development programs
Our Standard Search Practices
Keller follows the highest industry standards when searching for leaders for its clients.
Replacement Guarantee
We contractually commit to replacing any hire that doesn't meet expectations.
Industry-Leading Assessments
We provide comprehensive evaluations, including personality insights, for all shortlisted candidates.
Off-Limits Agreement
We protect our clients' interests by making their leadership teams off-limits for candidate sourcing. As trusted consultants, we prioritize our clients' organizational success.
Dedicated Team
A senior consultant and their team serve as your primary point of contact throughout the search process and maintain communication with you and the new hire.
Thorough Reference Checks
We perform extensive background checks including credit, education, criminal, and employment history verification. We also process security checks where necessary.
