Employers

A Financial Services Search Starts With the Right Questions

Growth, a leadership transition or a difficult vacancy can change what a firm needs from its next hire. The title may be familiar. The responsibilities, competing talent pool and compensation may be very different.

Ramax Search & Staffing works with financial services firms across operational roles, experienced specialists, middle management and senior leadership. Our work includes finance and accounting, legal and compliance, risk, operations, investments and trading, technology, investor relations and select HR mandates.

Our role is to give you a clearer view of the talent market, the available options and the tradeoffs behind a hiring decision. These examples give a sense of our work.Tell us about the hiring question in front of you. You do not need a finished job description to start a conversation.

When a Conversation Can Help

• The role has expanded, and you need to understand which experience matters most.
• You are seeing candidates, but the relevant background, compensation or motivation is not lining up.
• You need to approach a replacement, succession or newly created position confidentially.

For a closer look at our coverage, explore Ramax’s recruiting practices and completed searches. Our compensation research offers selected examples to inform a discussion about your own mandate.

What Working With Ramax Involves

You work directly with Peter Tannenbaum and his team. We define the mandate, research the relevant employers, approach professionals discreetly and assess their experience, interests and reasons for considering a move. Market feedback helps us refine the search with you.

We do not participate in multi-firm contingency races. Our best work happens when we have a committed client and a focused mandate. We agree the search priorities, communication and responsibilities at the outset.

Our Search Process

Discovery and alignment
Understand the business need, responsibilities, team and priorities.

Market mapping and research
Identify relevant firms and professionals, including people who are not actively looking.

Candidate conversations
Present the opportunity discreetly and explore experience, interest and timing.

Evaluation and screening
Assess capabilities, motivation and fit with the mandate.

Candidate presentation
Present a focused shortlist and use your feedback to advance the search.

Offer management
Work through compensation, expectations and the practical steps toward a decision.

Post-placement follow-through
Remain in contact as the professional joins and settles into the role.

This is an introduction to how we work. Speak with Ramax about your firm, your hiring priorities and the right next step.