Overview

• Ivy Way Partners operates as a premier recruiting agency specializing exclusively in Wealth Management talent solutions globally.
• The agency employs a targeted ‘spearfishing’ methodology to identify top performers within clients’ industries, avoiding time wastage for both parties.
• Headquartered at West Palm Beach, Florida, United States, 33401, the company maintains a minimal operational scale with only 1 employee.
• All recruitment activities focus exclusively on financial sector roles across banking, insurance, and wealth management domains.
• The agency emphasizes strategic talent placement to bridge gaps between financial professionals and top-tier firms.

Specializations

• Wealth Management talent acquisition for financial advisors and estate planning roles
• Compliance & Risk Management recruitment for RIA and brokerdealer environments
• Insurance sector staffing with focus on financial services integration
• Banking & Financial Services placements including capital markets and trust divisions

Services & Approach

• Executive placements for wealth management and banking leadership positions
• Targeted recruitment for compliance, risk management, and accounting specialists
• Staffing solutions for insurance, trust, and estate planning professionals
• Brokerdealer and RIA talent acquisition within financial services sector