Wealth Management Executive Researcher

Alexander Mann Solutions; New York (NY); Hybrid; USD 90,000 - 135,000; Full time

Job summary

Alexander Mann Solutions in New York City is seeking an executive talent acquisition researcher to identify and engage diverse leadership for Wealth Management roles. You will build leadership pipelines and partner with executive recruiters to deliver a white-glove search experience.

The role requires deep executive sourcing expertise, strong stakeholder management, and a commitment to inclusive hiring. The position offers a hybrid work model in NYC and competitive compensation.

Qualifications

• 4+ years of executive sourcing experience in Wealth Management (corporate and/or agency).
• Demonstrated success sourcing senior leadership talent within Wealth Management and/or related segments.
• Strong proficiency with sourcing tools/technologies (advanced search techniques, talent intelligence platforms, ATS/CRM workflows).
• Experience supporting searches that require high discretion, stakeholder management, and rigorous assessment of impact.
• Excellent written and verbal communication skills with the ability to influence senior stakeholders.
• Proven ability to manage multiple concurrent searches while maintaining quality and responsiveness.

Responsibilities

• Conduct targeted research and market mapping to build talent networks for WM leadership needs.
• Develop sourcing strategies for WM executive leadership searches and succession-related roles.
• Source active and passive executive candidates using referrals, networking, research, and advanced tools.
• Screen and qualify executive talent against role specs and stakeholder expectations.
• Partner with Executive Recruiters to manage pipelines end-to-end and coordinate interviews.
• Support interview and debrief processes and maintain momentum among senior stakeholders.
• Maintain candidate documentation and contribute to search reporting and market intelligence.
• Deliver a high-touch candidate experience reflecting executive hiring standards.
• Champion diverse slates and inclusive sourcing practices for WM leadership pipelines.

Skills

Executive sourcing

Wealth Management

Sourcing tools

Stakeholder management

Communication skills

Multi-tasking

Tools

ATS/CRM

Talent intelligence

Advanced search

Job description

New York City, 3 days a week in the office (Hybrid)

Hours:

40 hours per week full time

Job type:

Permanent

Global, inclusive and innovative - welcome to AMS, where talent connects across cultures and backgrounds to shape the future of work.

We work with leading organisations to design and deliver talent strategies that bring together people, process, data and technology, helping millions of people find meaningful work every year. Our diverse, connected community collaborates to create results for clients and opportunities for our people to learn, grow and make an impact.

At AMS, we look for people who bring more than experience, and we welcome different perspectives and ways of thinking.

We recognize that great talent isn’t defined by titles but by skills and mindset.

At AMS, we’re looking for people who bring more than experience - they bring capability, curiosity, and the drive to contribute and grow with the team.

As a responsible for researching, identifying, and engaging high-caliber, diverse executive talent for Executive Director and Managing Director-level opportunities across Wealth Management (WM). You will play a critical role in building leadership pipelines that enable the Firm’s long-term WM strategy and growth. You will join our growing Executive Talent Acquisition team, with a dedicated focus on Wealth Management leadership. In this role, you will research, identify, and engage high-caliber, diverse executive talent for Executive Director and Managing Director-level opportunities across WM.

Key Accountabilities

This position requires deep executive sourcing expertise and a strong understanding of theWealth Management leadership landscape, including the talent markets that support and enable WM growth (e.g., field leadership, regional/complex leadership, advisor workforce strategy, client experience, risk & supervision, operations, digital enablement, and other enterprise functions aligned to WM priorities). You will partner closely with Executive Recruiters and senior stakeholders to deliver awhite-glove search experience, from market mapping and candidate generation through screening, interview orchestration, and debrief support.

As a Researcher, you will help position the Firm to achieve its WM business strategy by developing sourcing strategies, building external benches, producing market intelligence, and delivering exceptional candidate and client experiences—while maintaining a strong commitment todiversity hiringand inclusive talent practices.

Duties & Responsibilities

• Conduct targeted research and market mappingto build talent networks aligned to WM leadership needs, including competitor/adjacent firms, priority geographies, and role-relevant leadership profiles.
• Develop sourcing strategiesfor WM executive leadership searches, including proactive bench-building for recurring leadership segments and succession-relevant roles.
• Source active and passive executive candidatesusing creative and strategic methods (e.g., referrals, networking, research, and advanced search tools/technologies).
• Screen and qualify executive talentagainst role specifications and stakeholder expectations, assessing leadership scope, business impact, regulatory/supervisory orientation (as applicable), and cultural alignment.
• Partner with Executive Recruitersto manage candidate pipelines end-to‑end, including interview coordination, stakeholder communication, feedback capture, and follow‑up.
• Support interview and debrief processes, helping synthesize candidate insights and maintain momentum across senior stakeholder groups.
• Maintain accurate candidate documentationand contribute to search reporting, pipeline analytics, and market intelligence summaries.
• Deliver a high‑touch candidate experiencethat reflects a premium, relationship‑driven approach consistent with executive hiring and WM leadership expectations.
• Champion diverse slates and inclusive sourcing practices, ensuring outreach strategies broaden representation and strengthen long‑term WM leadership pipelines.

Skills & Requirements

• 4+ years of executive sourcing experience in Wealth Management(corporate and/or agency), supportingExecutive Director level and above.
• Demonstrated success sourcing senior leadership talent withinWealth Management and/or closely related financial services segments(e.g., private wealth, brokerage, investment advisory, or adjacent client-facing leadership ecosystems).
• Strong proficiency withsourcing tools/technologies(e.g., advanced search techniques, talent intelligence platforms, and ATS/CRM workflows).
• Experience supporting searches that requirehigh discretion, strong stakeholder management, and rigorous assessmentof leadership scope and impact.
• Excellent written and verbal communication skills with the ability toinfluence and advise senior stakeholdersand represent the Firm credibly with executive-level candidates.
• Proven ability to manage multiple concurrent searches while maintainingquality, responsiveness

If you don’t meet every requirement but you feel you have the right skills and potential, we want to hear from you.

Why AMS?

At AMS, we come from every walk of life - and that’s what makes us unique. Our culture is open, inclusive and built on trust. We empower our people with the flexibility and autonomy to work in ways that bring out their best. We offer career opportunities in every direction you want to explore.

We offer

• Growth and development focused on your strengths
• A team that values being Passionate, Bold, and Authentic
• Supportive communities such as our Employee Resource Groups (ERGs)
• Volunteer day - you get one additional paid day off each year to volunteer for a cause that matters to you
• We are committed to pay transparency and fairness. For this role, the initial expected remuneration is 90,300- 135,000 for New York and 78,600- 117,375 for Georgia state , plus applicable benefits.

This range is specific to the advertised locations and may not be applicable to other locations.

U.S. Corporate Medical/Rx, Dental, Vision, Spending Accounts, Life, Disability, Voluntary Benefits, 401(k), Paid Holidays/Vacation/Sick Time, Paid Parental Leave, Performance Bonus

Our statement

We’re committed to creating an environment where everyone feels a sense of belonging. We welcome applicants from all backgrounds and encourage people with diverse skills, perspectives, and experiences to apply. We do not discriminate based upon age, disability, gender identity, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation, or any other applicable legally protected characteristic.

If you require any accommodations or have any accessibility needs, please reach out via email [e-mail] or make a member of our Talent Acquisition team aware at any time.