Independent perspective for financial services leaders

Strategic Talent Advisory & Consulting

Experienced, practical advice on hiring strategy, talent acquisition processes, executive search challenges and organizational talent decisions, without requiring a recruiting assignment.

Discuss an Advisory Engagement

Beyond a traditional search

When the hiring question is bigger than one position

Organizations sometimes need an independent perspective before they launch a search, restructure a recruiting function or commit to a new hiring plan. Ramax provides focused advisory conversations and scoped consulting engagements informed by more than 35 years of search and staffing experience.

We help leaders understand the relevant talent market, pressure test assumptions and identify practical options. Advisory work is distinct from an executive search mandate and does not require a placement engagement.

Recruiting Process Assessment

Review how roles are defined, candidates are identified, interviews are conducted and hiring decisions are made, with attention to friction and avoidable delays.

Executive Hiring Strategy

Evaluate critical mandates, leadership requirements, realistic candidate pools and the tradeoffs affecting senior level searches.

Talent Market and Compensation Perspective

Discuss candidate availability, market expectations and compensation considerations that can influence hiring feasibility.

Organizational Growth and Team Buildouts

Explore hiring priorities, role sequencing and talent considerations for new strategies, functions, markets or business lines.

Stalled Search Reviews

Assess why a difficult search is not advancing and consider whether the mandate, outreach, compensation or decision process should change.

Talent Acquisition and Search Partner Strategy

Evaluate how internal recruiting teams and external search resources can work together more effectively on specialized hiring needs.

Designed for complex financial services hiring

Advisory discussions may be relevant to hedge funds, private equity and private credit firms, asset managers, banks, wealth management businesses, family offices and other financial services organizations.

Our perspective reflects work across finance and accounting, operations, compliance, legal, risk, investment, capital formation and executive leadership functions.

Explore Ramax’s areas of expertise and Peter Tannenbaum’s professional background.

Flexible engagement structures

Focused Executive Consultation

A defined conversation around a specific hiring challenge, decision or talent market question.

Targeted Advisory Assessment

A scoped review of a hiring process, difficult mandate or organizational talent issue, with practical findings and recommendations.

Ongoing Strategic Advisory

Periodic access to an independent recruiting and talent market perspective as business priorities evolve.

Association and Educational Programs

Selected group discussions or educational sessions, including opportunities aligned with Peter’s speaking engagements.

Engagements and fees

Professional advisory fees are based on the scope, complexity and expected duration of the engagement. The appropriate structure is discussed directly rather than published as a fixed schedule.

Selected complimentary conversations may be considered for nonprofit, educational and professional organizations. Any subsequent executive search engagement would be discussed separately.

Connected to the Markets We Serve

Industry engagement across wealth management, private markets and institutional finance informs our perspective on talent and organizational needs.

Get an independent perspective

Tell us about the hiring challenge or organizational decision you are evaluating. We can discuss the relevant scope, deliverables and fee structure.

Inquire About Talent Advisory