Windward Recruiting
Staffing & Recruiting |
Team Size
6 professionals
Founded
Est. 2017
Location
Mequon, Wisconsin, United States
Specializations
Family Office
Registered Investment Advisor (RIA)
Wealth Management
Tax & Accounting
About Agency
Overview
- Founded in 2017 and headquartered at 1200 W Sierra Ln, Mequon, Wisconsin, 53092-6053
- Employs 6 professionals specializing in executive search within financial and legal sectors
- Operates nationally with client-centric recruitment services for financial institutions
- Executive search firm focusing exclusively on Tax, Wealth Management, RIA, Family Office, Investments, and Trust roles
Specializations
- Family Office recruitment for high-net-worth client services
- Registered Investment Advisor (RIA) talent acquisition
- Wealth Management executive placement
- Tax & Accounting professional recruitment
- Trust and Investment Management staffing
Services & Approach
- Executive search for Tax, Wealth Management, RIA, Family Office, Investments, and Trust positions
- Client-centric recruitment tailored to partner needs
- Retained search options for executive placements
- Contingent search options for flexible staffing solutions
Contact Information
Full Address
1200 W Sierra Ln, Mequon, Wisconsin, United States, 53092-6053
Phone
+1 414-939-8700
Keywords
trustwealthmanagementinvestmentmanagementretainedsearchfintechfamilyofficelegalinhousecounselriataxaccounting
