EXECUTIVE SEARCH

 we are subject matter experts who source talent

EXCLUSIVELY FOR INVESTMENT ADVISERS

 
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EXPERIENCE, RELATIONSHIPS AND A DISCIPLINED PROCESS

Stay Competitive with Top Talent

 

target leadership for your team using our team 

ReGroup targets proven leaders using our practical investment industry experience, deep network, and a disciplined process. 

+  BROAD PERSONAL INDUSTRY EXPERIENCE

+  DEEP RELATIONSHIPS

+  A DISCIPLINED PROCESS

Since we've done most of the jobs our clients ask us to fill, we bring a wealth of practical insight and credibility to each assignment.

ReGroup works solely on assignments from clients.

 
 
 

Results. Results. Results.

We share your ambitions, work to understand your situation, and focus on strategic decisions and practical actions.  

 
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HOW WE DELIVER RESULTS

 

OPPORTUNITY
  • $2B alternatives manager in Southern California required a new Chief Compliance Officer
  • Advisory, brokerage, and futures compliance programs
  • Aggressive culture and growth goals
  • Unusual Geographic location
  • Highly complex products 
PROCESS
  • NEEDS ANALYSIS - defined required areas of technical expertise, temperament and level of experience; assessed organizational structure
  • STRATEGY  - outlined a national search process designed to engage top candidates
  • EXECUTION -  targeted high-performing, high-potential candidates;  conducted our signature, intensive technical screening of finalists
  • COMMUNICATION -  quantitative and qualitative client progress reports
  • INSIGHT - detailed, confidential candidate profiles for multiple, eminently qualified candidates
RESULTS
  • Efficient candidate evaluation

  • On schedule and on budget

  • Client and our candidates were well-informed and engaged

  • Highly qualified candidate pool made the choice difficult, but satisfying

 
 
 

We Do What We Know

We recruit for the roles for which we have deep first-hand knowledge:

General Counsel / Chief Legal Officer / Chief Risk Officer / Head of Trading / Chief Operating Officer / Chief Technology Officer / Chief Compliance Officer / Chief Financial Officer / Chief Human Resources Officer / Chief Administrative Officer

 
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ReGroup Recruits Exclusively In The Investment Management Industry.

 

Our expertise is at your service.

Our assessment services provide you with insight into your firm's needs and strengths, what qualities you need in a hire to help you achieve your strategic vision, and the spark you need to ignite your team to meet their potential. 

COMPLETE SERVICE

  • Market Analysis
  • Needs Analysis
  • Recruiting Strategy
  • Recruitment 
  • Interview Training
  • Compensation analysis
  • Onboarding Support

WE PLAN THE WORK AND WORK THE PLAN

If our relationships are our secret sauce, our disciplined process is the key ingredient. Clarity, transparency, a disciplined process with clearly identifiable phases, and benchmarking – all hallmarks of our search process, each designed to provide you with the most attractive candidate pool available. 

    CONTINUOUS IMPROVEMENT

    We listen. At the conclusion of every search, we conduct a client satisfaction survey. The lessons we learn from each assignment help us to continually improve the quality of our service. 


     

    A Word About The People We Recruit.

    That word is RESPECT

    Resounding feedback from our candidates is that we treat them with respect.

    Of course, that's by design.
    When we recruit for you, we represent you in the marketplace.
    We conduct your search with fairness to everyone involved because it reflects well on you - and it's the right thing to do.

     

    REGROUP'S RECRUITING PROMISE: WE WILL REPRESENT YOU WELL IN THE MARKETPLACE.

     

    In addition to being the most professional and engaged recruiter I've ever worked with, ReGroup's substantive knowledge and experience in our industry made a huge difference. I felt confident that I understood what would be required, and I felt confident that the firm understood my value.

    Beth Ann C., Chief Compliance Officer Candidate

    ReGroup delivered. They understand the special needs of the investment industry and the job we were hiring for. They get the details right, and their deep dive into our firm and the candidatees gave us confidence in the hire. ReGroup's project management kept us on track - I was impressed. We will engage ReGroup again.

    David M., General Counsel and Managing Director

    Ann knew exactly which questions to ask and what I brought to the table as a candidate, which was great for both the client and me.

    Robert J., Chief Financial Office Candidate

    My interviews with ReGroup were high quality and very detailed. Technical? Yes, very!

    Wade B., Chief Compliance Officer Candidate

    The candidates were so qualified, and of such a high quality that the choice was difficult. ReGroup delivered!

    John R., Chief Executive Officer

     
     

    Some Executive Search Firms Only Know Search.

    So that's all they do.

    At ReGroup, our longstanding relationships as trusted advisers to hundreds of firms and industry professionals, and our executive positions with investment firms, puts us in a rather excellent position to find the right person for the job.

    Our consulting practices make us better at executive search, and more respected by the people we recruit.

    We know all about transparent disclosure. So, we will tell you in advance if we have a conflict of interest. However, in over a dozen years, and with over 12,000 registered investment advisers in the US, we've never had it come up.

     
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    Looking for help finding the right executive?

    Call (415) 681-2230 or schedule online