We've Reimagined the Recruitment Process,
So You Don't Have To

We've Reimagined the Recruitment Process, So You Don't Have To

TranscendPM Placement is a consulting-based recruiting solution for your advisory firm.
TranscendPM Placement is a consulting-based recruiting solution for your
advisory firm.
We marry strategic consulting with a bespoke recruiting process to find truly exceptional talent for your team.
Contact us to learn more

Our Holistic Process

We know how difficult and time-consuming it is to identify and secure new talent for your advisory firm. TPM Placement takes the task of recruiting off your desk, freeing you up to focus on the other needs of your business. We leverage our deep consulting experience in the industry to understand your firm and identify its structural needs – something many staffing services are unable to do. Our consultants design a recruiting strategy to meet your organizational goals, and then our recruiting team goes out into the workforce to find exceptional new talent.
We know how difficult and time-consuming it is to identify and secure new talent for your advisory firm. TPM Placement takes the task of recruiting off your desk, freeing you up to focus on the other needs of your business. We leverage our deep consulting experience in the industry to understand your firm and identify its structural needs – something many staffing services are unable to do. Our consultants design a recruiting strategy to meet your organizational goals, and then our recruiting team goes out into the workforce to find exceptional
new talent.

A Bespoke Approach to RIA and IBD Recruiting

Our method is rooted in a deep knowledge of the financial services industry and backed by decades of experience in coaching and consulting to hundreds of advisory firms, just like yours.
TPM Placement can plug in at any stage of the process – whether it’s a complete search from scratch, an organizational redesign, or simply assisting leadership to screen and hire potential candidates whom you have identified on your own.
Contact us to learn more

We leverage our networks and relationships throughout the industry.

We will connect you with the industry’s most highly qualified candidates.

New additions to your team will bring an enhanced perspective and elevated approach to your firm’s service offerings.

Advisory Roles

  • Lead Advisor
  • Service Advisor
  • Support Advisor
  • Associate Advisor

Support Roles

  • Paraplanner
  • Client Service Associate
  • Relationship Manager
  • Administrative Assistant

Step by Step Recruitment Process

01

The Job
Description
The Job Description

The Job Description

The crown jewel for attracting candidates. Like photos in real estate. Nothing less than perfection will do. Our writers create professional copy that is unrivaled.

02

Job Board
Placement
Job Board Placement

Job Board Placement

We post on more than 100 of the most searched job boards and websites in the world.

03

Candidate
Solicitation
Candidate Solicitation

Candidate Solicitation

Active outreach on our part. We tap our industry networks to pursue and persuade candidates via direct outreach, using powerful tools like LinkedIn Recruiter.

04

Multi-Tiered Sourcing Process
Multi-Tiered Sourcing Process

Multi-Tiered Sourcing Process

We conduct in-depth phone screens and expert Zoom meetings to identify the finest candidates so that only the best ever reach you for interviews.

05

Client Support Process
Client Support Process

Client Support Process

We regularly consult with you and your team to debrief behavioral assessments of the candidates and provide your team with custom tailored interview questions to identify the winning employee faster and more effectively. We’ll act as your tireless sounding board in the candidate decision-making process.

06

Candidate Selection
Candidate Selection

Candidate Selection

We will conduct basic reference checks, develop a compensation strategy with you, draft an attractive offer letter, point you to the forms necessary to hire in your state, and make you aware of any other considerations before your new employee joins the team.

Learn More About Our Bespoke Services

Maria King
President
Justin King
Vice President
Jill Anderson
Recruiting Manager
Get in touch with us today
978-505-1528 | info@transcend-pm.com

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