FINANCIAL SERVICES SEARCH · NATIONAL REACH

Financial Services Recruiting Across the Markets You Serve.

Leadership and specialist talent for investment firms and financial services organizations. Based in New York. Recruiting nationwide.

Your next hire or career move can start with a conversation—wherever you are.

Shading highlights a market focus, not a recruiting boundary.

COVERAGE THAT GOES FURTHER

Your market. A national conversation.

Major cities, their full metropolitan areas and opportunities nationwide.

We welcome conversations with financial services employers and professionals anywhere in the United States. Local, relocation, remote and hybrid searches can all be part of the discussion, depending on the role, the firm and the candidate’s needs. Tell us what you have in mind.

Investment-firm experience. A national search perspective.

For over 30 years, firms have relied on Ramax for financial services recruiting. Our work spans hedge funds, private equity, private credit, asset managers, other investment firms, banks, RIAs, wealth managers and family offices.

We recruit CFOs, COOs, chief legal officers, general counsel, attorneys, CCOs and compliance professionals, alongside finance, accounting, risk, operations, investment and investor relations talent. The business and the responsibility come first; the location helps define how the search should work.

These market pages introduce the kinds of discussions we can have. They are a starting point for understanding your needs, rather than a complete list of roles or firms we cover.

Discuss your hiring need Explore your next role

Explore regional recruiting

New York Tri-State AreaThe entire New York tri-state area, covering all of New York, New Jersey and Connecticut.South FloridaAll of South Florida and its surrounding metropolitan areas.Los Angeles / Southern CaliforniaAll of Southern California and its metropolitan areas, including San Diego.San Francisco / Northern CaliforniaAll of Northern California and its metropolitan areas.

We work across the United States

Our national coverage also includes Boston, Philadelphia, Washington DC and the surrounding Maryland and Virginia communities, Charlotte, Atlanta, Chicago, Dallas–Fort Worth, Houston, Austin, Denver and the surrounding Colorado market.

These locations help organize the conversation. They do not limit the sectors, functions or professionals we consider. A search can involve local talent, people prepared to relocate or an employer-approved remote or hybrid arrangement. We establish those requirements for the particular assignment.

Start with what the hire needs to accomplish

A CFO appointment, an attorney search and a compliance hire can each require a different understanding of the investment business. We discuss the responsibilities, the reporting relationships and the experience that needs to transfer before narrowing the search.

Explore recruiting for employers, review our financial services specialties or see examples of completed searches.

Wealth advisors and teams: explore your options nationally

If you are considering a new firm, a different platform or a team opportunity, location is one part of the decision. Ramax helps wealth advisors, wealth managers and CFP® professionals explore the support, responsibilities and working arrangements that fit their goals.

Begin a confidential wealth management conversation. Firms can discuss wealth management hiring.

New York office. Markets served nationwide.

Ramax is based in New York. The markets described here are areas we serve; they do not represent additional Ramax offices. Our public job board includes selected searches, and availability changes with each employer and mandate.

View selected active searches or contact Ramax to discuss a need that is not listed.