Connecting Wealth Management Firms with Star Performers
Hiring top talent for your wealth management firm shouldn’t be a struggle. At TPM Placement, we make it seamless with three key strengths:
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25+ Years of Expertise: Maria’s deep consulting experience in the wealth management industry ensures we understand your firm’s exact needs.
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Consulting + Recruiting: Our combined approach means every hire fits your goals and culture.
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Wealth Management Focus: We specialize in industry-specific roles to deliver outstanding results.
You want results? We make them happen.
Problems We Solve for Our Clients
At TPM Placement, we recognize the challenges small to mid-sized wealth management firms like yours face. If any of these pain points resonate with you, we can help solve them:
Finding the Right Talent
Struggling to find candidates who truly fit? Our tailored staffing solutions bring you top talent from the active market as well as our personal networks.
Streamlining Recruitment
Hiring shouldn’t feel overwhelming. We simplify the process so you can focus on what matters most.
Better Candidate Assessment
Worried about soft skills or culture fit? Our screening tools help you make smarter hiring decisions and build strong teams.
Filling Roles Thoughtfully
Our strategic approach delivers quality candidates to you. We balance the urgency that candidates have in their search with your need to make a thorough and fully vetted decision, making sure you do not feel compelled to make a rushed hire.
Behind the Scenes: Our Methodology
We don’t do cookie-cutter recruiting. Our approach is attuned to your needs: we listen, we understand, and then we deliver.
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Understand Your Goals Through Personalized Discussion
Engage in a discussion to understand your firm’s unique needs, culture, and long term goals. This sets the stage for finding the ideal candidate.
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Craft Custom Job Descriptions with Tailored Messaging
Receive job descriptions specifically designed to resonate with your target candidates, ensuring you attract the right talent.
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Tap Into An Extensive Network To Source Candidates
Leverage our vast network of over 100 job boards and industry connections to discover high-quality candidates that fit your requirements.
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Evaluate and Screen Talent with Proprietary Methods
Benefit from our comprehensive vetting process that delivers only the most qualified candidates for your review, saving you time and effort.
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Collaborate To Assess The Best Talent Fit
Participate in regular consultations where you receive insights into the market and candidate pool, as well as customized recommendations for interview strategies and next steps. Our goal is to make it easier for you to identify the best fit for your team.
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Ensure Offer Execution And Acceptance For A Smooth Final Placement
We provide assistance with offer negotiations and onboarding, including reference checks and necessary hiring documentation, ensuring a smooth transition for your new employee.
Ready to get started?
Let’s talk and see how we can help you grow your team, or check out our Resource Hub for more tips on optimizing your hiring process.
What Our Clients Say
"The Transcend team has allowed us to increase the value we bring to our clients by enabling us to focus on the core services we provide our clients while expanding our team. I highly recommend them."
ANDY DAVIES
President
Davies Financial Advisors, Inc.
"I was impressed from the first phone call with TPM, they had a process, communicated it well, and delivered on expectations."
Benjamin Harvey
Financial Planner / President
Pathway Financial Planning, Inc
"We've returned to TPM for every hire. They truly understand our company culture and have taken the challenge out of finding great talent."
Bobby Schneider
CFP® Partner & Director of Operations
Omnica Wealth
