Expert Recruitment for Wealth Management and Family Offices

At The KPM Group, our wealth management and family office recruiters tailored approach ensures that we identify candidates with not only the technical expertise but also the interpersonal skills required to manage and grow family wealth effectively. Since 1989, we have leveraged deep industry knowledge and an extensive network to find the perfect match for each role, whether it’s for financial advisors, portfolio managers, or executive positions.

At the heart of KPM Search is our commitment to building strong, trust-based relationships with both clients and candidates. We know that family offices and wealth management firms require a delicate balance of confidentiality, trust, and expertise. Our dedication to open communication and diligent service ensures a seamless recruitment process, allows us to match small businesses, midsized companies, and families with the professionals they need to protect and grow their assets.

Wealth Management and Family Office Roles We Source

  • Investment Advisor
  • Financial Advisor
  • Investment Associate
  • Tax, Trust & Estates Associates
  • Executive Assistant
  • Administrative Assistant
  • Analyst