Introducing the

Lyneer Executive Search Strategy™ for Wealth Management

Finding technically qualified talent isn’t the challenge.
Finding the right finance executive who aligns with your firm’s values, vision, and client philosophy — that’s what drives long-term success in wealth management.

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That’s why we developed the Lyneer Executive Search Strategy™ — a proprietary 4-part hiring framework designed to help RIAs, multi-family offices, and private wealth firms secure senior finance leaders who are not only skilled, but strategically and culturally aligned.

OUR PROPRIETARY METHOD

The 4 Dimensions of the Lyneer Executive Search Strategy™

Technical Expertise in Wealth Finance

  • Experience with portfolio management analytics, advisory operations, fee structures, GIPS compliance, private funds, or alternative assets
  • Familiarity with tech stacks like Black Diamond, Addepar, eMoney, or Tamarac

Client-Centric Business Acumen

  • Strong alignment with client experience, fiduciary standards, and personalized advisory models
  • Ability to work closely with advisors, investment committees, and family stakeholders

Cultural & Philosophy Alignment

  • Does this leader reflect the values and service ethos of your firm — boutique or institutional?
  • Emotional intelligence, communication, and leadership approach that complements existing partners and staff

Career Trajectory & Succession Potential

  • Is this the right next step in their journey?
  • We focus on candidates who are motivated to grow into leadership, partner-track, or succession-based roles

Why It Works for Wealth Management Firms

Wealth firms don’t need just “executors” — they need translators, stewards, and leaders who can grow alongside clients and business owners.
The Lyneer Executive Search Strategy™ evaluates for long-term value, not just short-term credentials.

Client Insight

We engaged Lyneer to find a Controller who could grow into our COO. They delivered a finance leader who’s become essential to our operations and future succession plans.


- — Founding Partner, $2B RIA


Ready to apply the Lyneer Executive Search Strategy™ to your next hire?


Schedule a 15-minute consult.



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Frequently Asked Questions


  • What is the Lyneer Executive Search Strategy™ for Wealth Management?

    t’s a 4-part hiring methodology designed by Lyneer Search Group to help RIAs, multi-family offices, and private wealth firms find finance executives who align with their technical needs, values, and client-service models.

  • What types of roles does Lyneer fill for wealth management firms?

    We recruit for CFOs, COOs, Controllers, FP&A Directors, and Heads of Finance across boutique and institutional wealth firms, often with succession potential or partner-track intent.

  • How is this different from traditional recruiting?

    Lyneer goes beyond qualifications. We evaluate culture, long-term alignment, and client-philosophy fit — helping ensure retention, promotion, and firm evolution.

  • Who is the strategy best suited for?

    RIAs managing $500M to $10B AUM, multi-family offices, PE-backed platforms, and wealth-tech firms scaling operations or preparing for M&A/integration.

  • How do I use the strategy for my next hire?

    Schedule a 15-minute consult with Lyneer Search Group to evaluate your hiring goals and map the Executive Search Strategy to your needs. www.LyneerSearch.com/call