Wealth Management Recruiting Sourcer

Summary:

• Location: Westwood, MA
• Work Mode: Hybrid
• Hours per week: 40 hours
• Work Schedule: M-F 8-5

Responsibilities:

• Prospecting and identifying passive candidates for various positions within the Wealth Management footprint.
• Focusing on areas such as broker-dealer, private bank, wealth credit lending, and product distribution.
• Identifying and contacting potential passive talent and key talent pools.
• Assessing candidate interest level and qualifications.
• Connecting candidates for prospective interviews with assigned recruiting partners.
• Maintaining a close partnership with assigned recruiters to ensure a tight territory rotation across multiple assignments.

Requirements:

• 5 years of recruiting or sourcing experience, with experience sourcing for company licensed financial advisors.
• Demonstrated success in recruiting passive candidates for hard-to-fill requisitions.
• Ability to maintain a high volume of outbound activity via phone and available sourcing tools.
• High level of resourcefulness, persistence, and tolerance for rejection.
• Experience utilizing the latest sourcing tools and methods (Internet Search tools like LinkedIn Recruiter, Chrome Extensions, Social Media, Google, etc.).
• Experience organizing, managing, and tracking candidate flow.
• Relentless “hunter” mentality with knowledge of the Wealth sales industry.
• Experience building and executing sourcing plans for client groups.
• Excellent customer service skills.
• Demonstrated awareness of sourcing trends and innovative recruiting techniques to be competitive in state-of-the-art recruiting practices.
• MS Office experience including Word, Excel, Outlook.

Preferred Skills:

• Bachelor's Degree or at least 5 years of equivalent work experience.
• CIR and CDR preferred.