Industry Perspectives

Market observations, hiring insight, and perspective from more than three decades in financial services search.

Financial Services Hiring & Recruiting Hiring & Talent Strategy

Why “Risk Manager” Means Something Different at Every Fund

July 10, 2026by Peter Tannenbaum1

Financial Services Hiring & Recruiting Hiring & Talent Strategy

Deputy CCO. The Most Underrated Star in a Fund.

June 30, 2026by Peter Tannenbaum1

Financial Services Hiring & Recruiting Hiring & Talent Strategy

The Year Is Half Over. Did You Hit The Hiring Goals You Set In January?

June 23, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Hiring & Talent Strategy

What Should You Ask Before Outsourcing Your Fund’s Operations?

June 22, 2026by Peter Tannenbaum1

Financial Services Hiring & Recruiting Hiring & Talent Strategy

How Portable Is Your Book. What Wealth Advisors Need to Know Before They Make a Move.

June 15, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Hiring & Talent Strategy

A CFO and a Controller Sound Like the Same Job. In Financial Services, They Almost Never Are. (And Other Tales Where Generalist Recruiters Just Don’t Get It)

June 5, 2026by Peter Tannenbaum1

Financial Services Hiring & Recruiting Hiring & Talent Strategy

Financial Services Skills Gaps: Define the Work Before You Hire

May 29, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Hiring & Talent Strategy

What a Family Office Actually Needs in a CFO. And Why the Search Is Harder Than It Looks.

May 22, 2026by Peter Tannenbaum1

Financial Services Hiring & Recruiting Hiring & Talent Strategy

What You Are Actually Getting When You Hire a Staffing Firm. And What You Could Be Getting Instead.

May 15, 2026by Peter Tannenbaum0

Financial Services Hiring & Recruiting Hiring & Talent Strategy

How Do You Fill a Senior Role You Cannot Post Publicly?

May 8, 2026by Peter Tannenbaum0