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MAI Capital Management: An Enterprise Talent Partner to One of the Country's Fastest-Growing RIAs

SectorWealth Management
SizeLarge Enterprise
CapitalPE-Backed
Client Situation

MAI Capital Management is one of the fastest-growing registered investment advisors in the country — more than $75 billion in assets under management, over 40 offices nationwide, and roughly 675 employees. The firm serves both traditional wealth management clients and ultra-high-net-worth family office relationships across its MAI and Evoke Advisors platforms. Fueled by a combination of organic growth and strategic acquisitions, MAI faced relentless hiring demand — across executive leadership, wealth management, family office, marketing, finance, operations, compliance, and investments, all at once, and often in highly competitive talent markets.

District Partners Approach

District Partners first engaged with MAI on a handful of difficult-to-fill strategic roles. As those searches delivered, the relationship expanded into a broad talent-acquisition partnership across multiple business units, geographies, and levels of seniority. Rather than operating as a transactional vendor, District Partners worked as an embedded, trusted advisor — building deep knowledge of MAI's culture, growth strategy, and organizational structure, and proactively mapping passive talent across wealth management and family office markets nationwide. The model was built to flex — from retained executive search to project-based and high-volume recruiting — depending on what the business needed.

Outcome

As MAI continued to grow, the partnership grew with it. What began as isolated search support became a broad, enterprise-wide talent relationship spanning executive leadership, wealth advisory, family office, marketing, finance, HR, operations, compliance, and investments across MAI's national footprint. District Partners has supported successful placements at every level, from individual contributor to the C-suite, and helped extend MAI's reach into passive talent its internal team couldn't easily access on its own. The relationship continues to scale alongside the firm.

What We Delivered
Executive and C-suite search across multiple functions
Wealth advisor and family office talent recruiting
Passive candidate outreach and national talent mapping
Market intelligence on compensation and hiring trends
Confidential search support for sensitive leadership roles
A flexible recruiting model, from retained search to high-volume hiring
An enterprise-wide partnership spanning 10+ functional areas