Talent
Search

Recruit Hard to Manage Easy

Your firm’s success hinges on having the right people in key roles. At Gladstone, we excel in identifying, assessing, and securing top talent for your critical business needs. Our expertise ensures your firm attracts and retains the best professionals in the financial services industry, up & down the org chart.

Our Approach

As part of our comprehensive services, Gladstone offers thorough and discreet talent search to meet your critical hiring needs. We handle your most important hiring mandates with attention to detail and confidentiality.

“Information, Intelligence and Judgment — these are the common denominators for our clients and for us. We have a reputation of always delivering exciting talent, whether C-Suite, investment teams, Revenue Drivers/Sales, Back Office or Team Lift-outs.”

– Steven Clark
Senior Managing Director/President-Search

Our Reach

Gladstone’s talent search services span the financial services sector, including:

• Asset Managers
• Banks
• Brokerage Firms
• Family Offices
• Financial Technology Companies
• Insurance Companies
• Private Equity Firms
• Retirement Providers
• RIA/Wealth Managers
• And many other financial entities

Why Choose Gladstone for Your Talent Search?

  1. Bespoke: every search is customized for your unique needs.
  2. Confidentiality: We maintain absolute discretion for replacements or new business expansions.
  3. Extensive Network: We access hard-to-find talent pools and specialized networks. We’ve curated a massive skill-coded candidate data base but we make cold calls. No one knows everyone.
  4. High Standards: Our rigorous screening process ensures only top-tier candidates.
  5. Expert Guidance: We provide insights on:
    • Compensation trends
    • Position definition
    • Competitive analysis
    • Employment contracts and equity formulas
  6. Culture Alignment: We collaborate to identify professionals who will uphold and enhance your organization’s vision.

Our Commitment to You

Gladstone operates on a transparent, flat-fee retainer basis. This approach ensures:

• Clear communication & reporting
• Fair pricing
• Focused attention on your needs
• Alignment with your goals

Talent Search Accomplishments

Talent Search Resources

Additional Services

M&A

Maximize value, terms, and cultural fit when selling, buying, or merging your wealth/asset management firm.

Valuation

Buy right, sell profitably, and transfer wisely with our industry-specific valuation services.

M&A

Maximize value, terms, and cultural fit when selling, buying, or merging your wealth/asset management firm.

Strategic Growth Consulting

Drive revenue with informed, creative solutions tailored for enterprise clients.

Valuation

Buy right, sell profitably, and transfer wisely with our industry-specific valuation services.