The Executive Hiring Playbook

for Wealth Management Firms

The Lyneer Executive Search Strategy™

for long-term placement success


How Top Wealth Management Firms Build Elite Teams — and Avoid Costly Mis-Hires


How RIAs, Family Offices & Private Wealth Platforms Hire Leaders Who Scale With Their Firm


In today’s competitive wealth management landscape, hiring the wrong  leader can slow your growth, stall succession, or damage client trust.

We’ve placed top-tier talent in some of the most respected wealth firms in the country — and we’ve packaged 25+ years of insight into a concise, actionable resource.


What You’ll Learn

  • 7 hiring mistakes even sophisticated firms make
  • A case study from a $2.5B RIA
  • The 4-part Lyneer Executive Search Strategy™
  • What elite finance candidates look for before saying “yes”
  • How to prepare for succession or M&A with the right leadership hire


Who This Playbook is For


This resource is built specifically for wealth management leaders responsible for building finance, accounting, and operations teams that scale with their firm.


Whether you’re navigating growth, succession, or M&A — this guide is for:

  • RIAs

Looking to hire a Controller, CFO, or COO to manage growth and firm complexity

  • Multi-Family Offices & UHNW Platforms

Seeking finance leaders who align with family values and long-term planning

  • PE-Backed or Aggregator Wealth Firms

Preparing for integration, back-office scale, or professionalizing finance

  • Founders, Partners & Ops Leaders

Leading hiring decisions for strategic finance or succession roles


If you’ve ever asked

“Is this candidate ready for partner-track?”

“Do they understand the wealth business model?”

“Will they stay through our next stage of growth?”

This playbook will help.



Download Now — It’s Free.

Fill out the short form to get instant access to your PDF and unlock insights that can transform your hiring strategy.


Bonus

After download, you’ll get access to our 10-Point Hiring Checklist and be invited to schedule a free 15-minute consultation  with one of our executive search advisors.



Get the Exec Hiring Playbook

FAQs

  • What is The Wealth Management Exec Hiring Playbook?

    A free, expert-authored guide by Lyneer Search Group that outlines how wealth management firms can successfully recruit and retain top finance executives.

  • Who should download the playbook?

    Family Offices,Wealth Management Firms, Hiring Managers, and talent acquisition leaders  looking to hire CFOs, fiduciary, tax. controllers, FP&A leaders, and other finance executives.

  • Is there a cost?

    No. The PDF guide is completely free to download.

  • What’s different about Lyneer’s hiring approach?

    The Lyneer Executive Search Strategy™ relies on our passive talent network, and deep industry focus to ensure placements are technically sound, culturally aligned, and promotion-ready.

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