Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Position Overview: The Talent Acquisition Lead plays a critical role in shaping and executing the organization’s recruiting strategy while carrying an active requisition load. This position combines hands-on recruiting with player-coach leadership, guiding recruiting practices, elevating sourcing strategy, and partnering closely with business leaders to attract top talent within the wealth management and financial planning industry.
Reporting to the Chief People Officer, this role serves as a strategic advisor to hiring leaders, ensuring proactive workforce planning, strong candidate experience, and consistent recruiting standards across the organization. This position will also play a key role in supporting the implementation and optimization of the Workday Recruiting module to enhance recruiting workflows, reporting, and analytics.
The ideal candidate brings deep full-cycle recruiting expertise, strong stakeholder influence skills, and ideally, an established network within wealth management, RIAs, financial advisory, or related financial services environments.
This position may be fully remote.
Key Responsibilities:
Lead Full-Cycle Recruiting
- Own end-to-end recruiting across a range of roles, including financial advisors, planners, operations, and corporate functions.
- Develop and execute creative sourcing strategies to attract high-quality talent in competitive markets.
- Conduct competency-based interviews and guide hiring managers through structured selection processes.
- Drive proactive pipeline development and workforce planning discussions with leadership.
- Ensure an exceptional, high-touch candidate experience from initial outreach through onboarding.
- Oversee workforce planning and recruiting strategy for the firm’s internship program, including university partnerships, campus outreach strategy, selection processes and intern conversion planning.
Serve as Player-Coach & Recruiting Strategist
- Provide guidance, coaching, and best-practice direction to recruiting team members.
- Elevate sourcing strategy, candidate assessment rigor, and stakeholder partnership standards.
- Standardize recruiting processes, interview frameworks, and selection criteria.
- Support requisition prioritization and capacity planning.
- Monitor recruiting metrics and provide insights to leadership on pipeline health, hiring velocity, and market trends.
Support Recruiting Systems & Analytics
- Partner with HRIS and Corporate IT to support the implementation and optimization of the Workday Recruiting module.
- Help define recruiting workflows, interview stages, and reporting dashboards within Workday.
- Leverage recruiting analytics to inform hiring strategy and workforce planning.
- Identify opportunities to improve efficiency, compliance, and candidate experience through system enhancements.
Build Industry Talent Networks
- Cultivate and maintain strong external networks within wealth management, financial planning, and RIA communities.
- Leverage industry associations, referral channels, and targeted sourcing campaigns to strengthen pipelines.
- Partner with leadership to map competitor landscapes and proactively engage passive talent.
- Develop and maintain relationships with universities, finance programs, and student organizations to build a strong, recurring pipeline of intern talent.
Strengthen Employer Brand & Diversity Efforts
- Partner with marketing and leadership to position the organization as an employer of choice within the wealth management industry.
- Develop outreach strategies to build diverse candidate pipelines.
- Continuously refine messaging and candidate engagement strategies.
Qualifications:
- Bachelor’s degree preferred.
- 7+ years of full-cycle recruiting experience, ideally within wealth management, financial services, or professional services environments.
- Experience serving in a lead, mentoring, or informal management capacity.
- Strong competency-based interviewing and candidate assessment skills.
- Demonstrated ability to influence senior stakeholders and manage complex searches.
- Experience working within Workday Recruiting or similar enterprise ATS platforms; experience supporting ATS implementations is a plus.
- Strong analytical mindset with comfort leveraging recruiting metrics and dashboards.
- High emotional intelligence and executive presence.
- Ability to balance strategic oversight with hands-on recruiting execution.
Nice to Have:
- Established network within wealth management, RIAs, financial advisory, or financial planning industries
- Experience recruiting licensed financial professionals (e.g., CFP®, Series licenses)
- Experience in high-growth or acquisition-driven environment
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $125,000 – $150,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 7+ years of full-cycle recruiting experience, ideally within wealth management, financial services, or professional services
- Experience serving in a lead, mentoring, or informal management capacity
- Strong competency-based interviewing and candidate assessment skills
- Demonstrated ability to influence senior stakeholders and manage complex searches
- Experience with Workday Recruiting or similar enterprise ATS platforms
- Experience supporting ATS implementations
- Strong analytical mindset with comfort leveraging recruiting metrics and dashboards
- High emotional intelligence and executive presence
- Ability to balance strategic oversight with hands-on recruiting execution
- Bachelor's degree
- Established network within wealth management, RIAs, financial advisory, or financial planning industries
- Experience recruiting licensed financial professionals (e.g., CFP®, Series licenses)
- Experience in high-growth or acquisition-driven environments
NFP, an Aon company Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NFP, an Aon company and has not been reviewed or approved by NFP, an Aon company.
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Healthcare Strength — Medical, dental, and vision coverage is complemented by mental‑health/EAP and wellness offerings, indicating a robust core health package. Recent plan updates and public benefit overviews point to ongoing investment in comprehensive healthcare options.
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Leave & Time Off Breadth — Generous PTO, paid holidays, sick time, bereavement leave, and paid volunteer time are called out alongside flexible/remote work programs that enhance usability. This breadth supports time away for rest, family needs, and community engagement.
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Retirement Support — A 401(k) with company match is a standard element of the package and a meaningful component of total rewards. Defined plan features, including a clear match formula and vesting schedule, signal structured long‑term support.
NFP, an Aon company Insights
What We Do
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management


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