Wealth Management
Wealth Management
You know capital. We know Human Capital.
As your teams focus on guiding clients through complexity and helping them preserve and grow what they’ve built, we work alongside you to assemble the talent that powers it all. From advisor recruitment and C-Suite search to embedded advisory resources and full-cycle RPO, we cover every function in the modern wealth & asset management.
What We Do
We recruit across the full spectrum of the wealth management enterprise; from C-suite leaders and next-generation planners, to compliance professionals and marketing executives. Below is how we organize our practice:
ADVISOR RECRUITIMENT
Financial Planners & Advisors
We recruit financial advisors and wealth managers at every level, from next-generation planners to senior producers. We source confidentially from competitor firms with speed and discretion.
– Wealth Advisors and Financial Planners
– Senior and Lead Advisors
– Associate Advisors and Next-Gen Planners
– Relationship Managers and Client Service Associates
ADVISOR RECRUITIMENT
Financial Planners & Advisors
We recruit financial advisors and wealth managers at every level, from next-generation planners to senior producers. We source confidentially from competitor firms with speed and discretion.
– Wealth Advisors and Financial Planners
– Senior and Lead Advisors
– Associate Advisors and Next-Gen Planners
– Relationship Managers and Client Service Associates
AUM TRANSITIONS
Advisor / Team / RIA M&A Sourcing and Integration
As consolidation accelerates across the RIA landscape, talent strategy becomes deal strategy. We help acquirers source advisor teams and support the integration process after close.
– Advisor team recruitment for acquirers
– Post-acquisition integration talent
– Diligence and transition team assembly
– Retention strategy support
AUM TRANSITIONS
Advisor / Team / RIA M&A Sourcing and Integration
As consolidation accelerates across the RIA landscape, talent strategy becomes deal strategy. We help acquirers source advisor teams and support the integration process after close.
– Advisor team recruitment for acquirers
– Post-acquisition integration talent
– Diligence and transition team assembly
– Retention strategy support
EXECUTIVE SEARCH
C-Suite and Executive Leadership
We have led multi-stage, multi-stakeholder executive searches for some of the most recognized wealth management firms in the country, with full confidentiality and senior-only engagement.
– CEO, COO, CFO, CHRO, CMO
– Chief Compliance Officer
– President and Managing Director
– VP and Director-level leadership
– Private equity-backed firm leadership
EXECUTIVE SEARCH
C-Suite and Executive Leadership
We have led multi-stage, multi-stakeholder executive searches for some of the most recognized wealth management firms in the country, with full confidentiality and senior-only engagement.
– CEO, COO, CFO, CHRO, CMO
– Chief Compliance Officer
– President and Managing Director
– VP and Director-level leadership
– Private equity-backed firm leadership
PORTFOLIO MANAGEMENT
Investment and Operations Talent
We recruit the professionals who build and sustain the operational and investment infrastructure behind high-performing advisory firms.
– Portfolio Managers and Investment Analysts
– Director of Operations and COO
– Client Operations and Service Teams
– Trading Desk and Investment Research
– Technology and Platform roles
PORTFOLIO MANAGEMENT
Investment and Operations Talent
We recruit the professionals who build and sustain the operational and investment infrastructure behind high-performing advisory firms.
– Portfolio Managers and Investment Analysts
– Director of Operations and COO
– Client Operations and Service Teams
– Trading Desk and Investment Research
– Technology and Platform roles
SHARED SERVICES
Finance, HR, & Compliance
Wealth management firms run on more than advisors. We recruit across every shared services function that makes a great advisory firm operationally excellent.
– Chief Compliance Officer
– Chief Financial Officer
– CHRO and VP of Human Resources
– Controller
– FP&A Talent
SHARED SERVICES
Finance, HR, & Compliance
Wealth management firms run on more than advisors. We recruit across every shared services function that makes a great advisory firm operationally excellent.
– Chief Compliance Officer
– Chief Financial Officer
– CHRO and VP of Human Resources
– Controller
– FP&A Talent
GROWTH AND BRAND
Marketing and Business Development
We recruit marketing leaders who understand SEC-compliant practice, UHNW client segmentation, M&A brand integration, and growth marketing at scale in wealth management.
– Chief Marketing Officer
– Director of Marketing and Brand
– Business Development Officers
– Digital and Content Marketing roles
– Chief Growth Officer
GROWTH AND BRAND
Marketing and Business Development
We recruit marketing leaders who understand SEC-compliant practice, UHNW client segmentation, M&A brand integration, and growth marketing at scale in wealth management.
– Chief Marketing Officer
– Director of Marketing and Brand
– Business Development Officers
– Digital and Content Marketing roles
– Chief Growth Officer
How We Engage
Four ways to work with us.
We tailor every engagement to the needs of your business, not a predefined service model. As your hiring needs evolve, so does the way we partner with you. Many of our clients work with us across multiple engagement models over the course of our relationship.
EXECUTIVE & PROFESSIONAL SEARCH
For permanent hires at every level, from the C-suite to specialized individual contributors. We run partner-led, confidential searches with direct competitor sourcing, multi-stage evaluation, and senior-only execution. Highly specific profiles are typically placed within 30 to 60 days.
EXECUTIVE & PROFESSIONAL SEARCH
For permanent hires at every level, from the C-suite to specialized individual contributors. We run partner-led, confidential searches with direct competitor sourcing, multi-stage evaluation, and senior-only execution. Highly specific profiles are typically placed within 30 to 60 days.
INTERIM & FRACTIONAL DEPLOYMENT
Leadership gaps don't always wait for a search to finish. Whether you need an interim CFO, a fractional Chief Marketing Officer, an experienced compliance executive, or additional capacity for a strategic initiative, we maintain a bench of proven wealth management leaders ready to step in. Our interim and fractional professionals remain on our payroll while operating as embedded members of your team.
INTERIM & FRACTIONAL DEPLOYMENT
Leadership gaps don't always wait for a search to finish. Whether you need an interim CFO, a fractional Chief Marketing Officer, an experienced compliance executive, or additional capacity for a strategic initiative, we maintain a bench of proven wealth management leaders ready to step in. Our interim and fractional professionals remain on our payroll while operating as embedded members of your team.
PROJECT SUPPORT & EXPERTISE
When the work is too important to pull your internal team away from serving clients, we provide experienced project teams to execute it. From M&A integrations and client account repapering to compliance initiatives, technology implementations, and operational transformations, we deliver the specialized talent needed to get the work done.
PROJECT SUPPORT & EXPERTISE
When the work is too important to pull your internal team away from serving clients, we provide experienced project teams to execute it. From M&A integrations and client account repapering to compliance initiatives, technology implementations, and operational transformations, we deliver the specialized talent needed to get the work done.
RECRUITMENT PROCESS OUTSOURCING (RPO)
Some firms need recruiting infrastructure without the overhead of building an internal talent acquisition team. Others need to rapidly scale hiring during acquisitions or periods of accelerated growth. Our RPO model embeds District Partners as an extension of your organization, providing the recruiters, technology, and market intelligence needed to hire efficiently under your brand.
RECRUITMENT PROCESS OUTSOURCING (RPO)
Some firms need recruiting infrastructure without the overhead of building an internal talent acquisition team. Others need to rapidly scale hiring during acquisitions or periods of accelerated growth. Our RPO model embeds District Partners as an extension of your organization, providing the recruiters, technology, and market intelligence needed to hire efficiently under your brand.
District Partners is far more than a recruiting firm…they’ve been the most strategic talent partner I've worked with. They consistently bring market intelligence, challenge our thinking, and act as a true extension of our executive team. Their ability to identify exceptional leaders while helping us think strategically about organizational growth has made them an invaluable partner.District Partners is far more than a recruiting firm…they’ve been the most strategic talent partner I've worked with. They consistently bring market intelligence, challenge our thinking, and act as a true extension of our executive team. Their ability to identify exceptional leaders while helping us think strategically about organizational growth has made them an invaluable partner.District Partners is far more than a recruiting firm…they’ve been the most strategic talent partner I've worked with. They consistently bring market intelligence, challenge our thinking, and act as a true extension of our executive team. Their ability to identify exceptional leaders while helping us think strategically about organizational growth has made them an invaluable partner.
District Partners is far more than a recruiting firm…they’ve been the most strategic talent partner I've worked with. They consistently bring market intelligence, challenge our thinking, and act as a true extension of our executive team. Their ability to identify exceptional leaders while helping us think strategically about organizational growth has made them an invaluable partner.District Partners is far more than a recruiting firm…they’ve been the most strategic talent partner I've worked with. They consistently bring market intelligence, challenge our thinking, and act as a true extension of our executive team. Their ability to identify exceptional leaders while helping us think strategically about organizational growth has made them an invaluable partner.District Partners is far more than a recruiting firm…they’ve been the most strategic talent partner I've worked with. They consistently bring market intelligence, challenge our thinking, and act as a true extension of our executive team. Their ability to identify exceptional leaders while helping us think strategically about organizational growth has made them an invaluable partner.
Representative Clients
Case Studies
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Cal works at the intersection of talent strategy and growth across the financial services and professional services sectors. He advises RIAs, family offices, aggregators, private equity-backed platforms, and other growth-oriented organizations on executive hiring, advisor team acquisitions, succession planning, AUM transitions, and the talent considerations that accompany M&A activity. Beyond client work, Cal partners with firm leadership to drive District Partners’ strategic expansion and strengthen its position as a trusted advisor to organizations navigating significant transformation. He is known for his relationship-driven approach and genuine investment in the success of the clients, candidates, and colleagues he serves.
Cal works at the intersection of talent strategy and growth across the financial services and professional services sectors. He advises RIAs, family offices, aggregators, private equity-backed platforms, and other growth-oriented organizations on executive hiring, advisor team acquisitions, succession planning, AUM transitions, and the talent considerations that accompany M&A activity. Beyond client work, Cal partners with firm leadership to drive District Partners’ strategic expansion and strengthen its position as a trusted advisor to organizations navigating significant transformation. He is known for his relationship-driven approach and genuine investment in the success of the clients, candidates, and colleagues he serves.
Cal works at the intersection of talent strategy and growth across the financial services and professional services sectors. He advises RIAs, family offices, aggregators, private equity-backed platforms, and other growth-oriented organizations on executive hiring, advisor team acquisitions, succession planning, AUM transitions, and the talent considerations that accompany M&A activity. Beyond client work, Cal partners with firm leadership to drive District Partners’ strategic expansion and strengthen its position as a trusted advisor to organizations navigating significant transformation. He is known for his relationship-driven approach and genuine investment in the success of the clients, candidates, and colleagues he serves.
Josh Fisher is the Founder of District Partners and has grown the firm into one of the fastest-growing firms in the country by building long-term partnerships, providing trusted advice, and delivering the right solutions—not just filling positions. With more than two decades of experience in finance, executive search, and consulting, Josh advises private equity firms, founders, and middle-market companies through growth, acquisitions, leadership transitions, and transformation.
Josh Fisher is the Founder of District Partners and has grown the firm into one of the fastest-growing firms in the country by building long-term partnerships, providing trusted advice, and delivering the right solutions—not just filling positions. With more than two decades of experience in finance, executive search, and consulting, Josh advises private equity firms, founders, and middle-market companies through growth, acquisitions, leadership transitions, and transformation.
Josh Fisher is the Founder of District Partners and has grown the firm into one of the fastest-growing firms in the country by building long-term partnerships, providing trusted advice, and delivering the right solutions—not just filling positions. With more than two decades of experience in finance, executive search, and consulting, Josh advises private equity firms, founders, and middle-market companies through growth, acquisitions, leadership transitions, and transformation.
Paula joined District Partners as a Project Manager, leading complex client engagements and workforce initiatives across the firm. As the organization has grown, so has her role — expanding into executive search while she continues to oversee key projects and operational priorities. Drawing on a background in project management, recruiting, and business development, she brings a practical, relationship-driven approach to every engagement. Known for her responsiveness, organization, and ability to keep multiple priorities moving, Paula is a trusted partner to clients and candidates throughout the search process.
Paula joined District Partners as a Project Manager, leading complex client engagements and workforce initiatives across the firm. As the organization has grown, so has her role — expanding into executive search while she continues to oversee key projects and operational priorities. Drawing on a background in project management, recruiting, and business development, she brings a practical, relationship-driven approach to every engagement. Known for her responsiveness, organization, and ability to keep multiple priorities moving, Paula is a trusted partner to clients and candidates throughout the search process.
Paula joined District Partners as a Project Manager, leading complex client engagements and workforce initiatives across the firm. As the organization has grown, so has her role — expanding into executive search while she continues to oversee key projects and operational priorities. Drawing on a background in project management, recruiting, and business development, she brings a practical, relationship-driven approach to every engagement. Known for her responsiveness, organization, and ability to keep multiple priorities moving, Paula is a trusted partner to clients and candidates throughout the search process.
With more than a decade of executive search experience, Hannah Weiss has built her career helping organizations identify and attract the talent required to achieve their most important business objectives. Her expertise spans finance, accounting, legal, human resources, and professional services, giving her a broad perspective on the leadership and functional talent challenges organizations face. She began her career agency-side before moving in-house to lead the talent function for a top law and consulting firm. Today, she supports several of District Partners’ largest client partnerships, serving as a trusted advisor to organizations navigating growth, transformation, and critical hiring decisions.
With more than a decade of executive search experience, Hannah Weiss has built her career helping organizations identify and attract the talent required to achieve their most important business objectives. Her expertise spans finance, accounting, legal, human resources, and professional services, giving her a broad perspective on the leadership and functional talent challenges organizations face. She began her career agency-side before moving in-house to lead the talent function for a top law and consulting firm. Today, she supports several of District Partners’ largest client partnerships, serving as a trusted advisor to organizations navigating growth, transformation, and critical hiring decisions.
With more than a decade of executive search experience, Hannah Weiss has built her career helping organizations identify and attract the talent required to achieve their most important business objectives. Her expertise spans finance, accounting, legal, human resources, and professional services, giving her a broad perspective on the leadership and functional talent challenges organizations face. She began her career agency-side before moving in-house to lead the talent function for a top law and consulting firm. Today, she supports several of District Partners’ largest client partnerships, serving as a trusted advisor to organizations navigating growth, transformation, and critical hiring decisions.
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Questions, Answered.
We’re here for the follow-up questions too — reach out and a partner will respond within one business day.
What services do you offer?
From CXO search to full-function buildouts and interim solutions, District Partners is the firm you call when you have a talent or consulting need too niche for the major players. We recruit top-tier talent for companies who need permanent or interim resources to achieve their desired outcomes.
Do you work with companies nationwide?
Yes. “District” reflects our roots in Washington, D.C., but today our team, reach, and track record extend across the U.S. and even overseas with international companies.
What level of roles do you place?
We build high-performing executive teams and the management and individual contributors who implement the strategy.
How quickly can you place an interim leader?
Most deployments occur 3-5 days post engagement kick-off, however our record deployment was approximately 24 hours. We maintain a highly curated bench of experienced professionals who, under the right circumstances, can be spun up with very short notice.
What does 'partner-led' actually mean?
It means experienced leaders remain actively involved throughout every engagement; not just during the sales process. Your search is led by a tenured professional who helps shape the strategy, assess candidates, and ensure the work meets our standards from start to finish.
The DP Difference
Our approach blends deep relationships with proprietary technology to uncover the best leaders and connect with them through the most direct, trusted path.
The DP Difference
Our approach blends deep relationships with proprietary technology to uncover the best leaders and connect with them through the most direct, trusted path.
The DP Difference
Our approach blends deep relationships with proprietary technology to uncover the best leaders and connect with them through the most direct, trusted path.
The DP Difference
Our approach blends deep relationships with proprietary technology to uncover the best leaders and connect with them through the most direct, trusted path.