Overview

• Co-founded in 2010 by Travis Lind and Jackie Moes, with a team totaling over 58 years of collective financial services recruiting expertise
• Maintains a 99% closing rate on executive search and placement engagements, the highest in the recruiting industry according to company data
• 34% of placed candidates qualify as diversity or inclusion hires across financial services sectors
• 78% retention rate for candidates placed since company inception in 2010, demonstrating long-term placement success
• Generates $6.597 million annual revenue with 13 employees based at 7400 Metro Boulevard, Minneapolis, Minnesota

Specializations

• Executive search for FinTech leadership roles in payment systems and digital banking infrastructure
• Compliance & Risk Management recruitment for regulatory specialists in financial institutions
• Asset Management talent acquisition for institutional investment firms and hedge funds
• Wealth Management placement for private banking and high-net-worth client advisors

Services & Approach

• High-touch executive search services for C-suite roles in Fortune 500 financial services corporations
• Professional placement solutions for niche compliance roles including AML and regulatory reporting specialists
• National recruitment partnerships offering customized talent strategies for boutique investment firms
• Headhunting services leveraging proprietary networks in wealth management and asset allocation sectors