Practice Group · Financial Services & Insurance Recruitment

Financial Services

Recruiting

Choose TriSearch for your financial services and insurance recruitment needs and benefit from our deep industry knowledge, commitment to excellence, and proven ability to deliver top talent.

Together, we’ll build a resilient and effective team that drives your company’s success.

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Why Choose Us

Any Volume Every Level Customized Partnership Recruitment Any Volume Every Level Customized Partnership Recruitment Any Volume Every Level Customized Partnership Recruitment
Any Volume Every Level Customized Partnership Recruitment Any Volume Every Level Customized Partnership Recruitment Any Volume Every Level Customized Partnership Recruitment

Financial Services & Insurance Recruitment

At TriSearch, we specialize in connecting top-tier talent with leading organizations across the financial services and insurance industries. Our expertise covers a wide range of sectors, including Asset Management, Wealth Management, Broker Dealers, Investment Banking, Capital Markets, and Insurance.

Comprehensive Recruitment Expertise

Our recruitment practice spans various roles and functions essential to the financial services industry:

  • C-Suite Leaders
  • Financial Advisors
  • Compliance/Legal
  • Analytics
  • IT/Digital
  • Portfolio Management
  • Risk Management

Tailored Recruitment Solutions

We understand the dynamic nature of the financial markets and are committed to providing recruitment solutions that enable organizations to strategically drive profitability. Our agile approach ensures that we can adapt to the ever-changing landscape and deliver the talent you need to succeed.

Industry-Specific Insights and Trends

Our team stays ahead of industry-specific trends and regulatory changes, ensuring we can provide proactive and informed recruitment solutions tailored to your needs. For example, we have successfully placed advisory and investment teams that navigate complex regulatory environments with ease.

Customized Recruitment Processes

We utilize leading AI sourcing and evaluation tools to customize our recruitment processes, ensuring a perfect fit for each client's unique needs. This advanced technology allows us to streamline candidate identification and assessment, providing highly relevant and qualified talent.

Speed and Efficiency

Our commitment to efficiency means that the time to fill positions at responsive clients is well below 60 days on average. We prioritize delivering high-quality candidates quickly, minimizing downtime and maximizing productivity for your organization.

Commitment to Diversity and Inclusion

We are dedicated to promoting diversity and inclusion within the financial services and insurance sectors. Our dedicated D&I practice group ensures that we source and place candidates from diverse backgrounds, enhancing the breadth of perspectives and skills within your team.

Proven Success and Trusted Leadership

With a track record of successfully supporting companies through market shifts, TriSearch is your trusted partner in building a strong and capable workforce. Our focus on thoughtful consultation and strategic recruitment allows us to meet the unique needs of each client.

Speed and quality. Not one or the other.

We Deliver

Tenacious and unwavering execution — we stand behind our work.

We Have Skin in the Game

Performance-based pricing, contingency and retained.

Built for Speed & Satisfaction

Speed and quality, with true partnership and full transparency.

Global Capabilities

A global business with local leadership across India, Europe, and North America.

Specialities

Asset Management

Wealth Management

Broker Dealer

Investment Banking

Capital Markets

Insurance

Subspecialties

IT

Dev Ops

Compliance

Legal

Derivatives Risk

Quant Analytics

Human Resources

Financial Services & Insurance Practice Leader

Led by someone who's been on your side of the table.

Tony Fogel, President and Co-Founder, TriSearch

President & Co-Founder

Tony Fogel

Tony began his relationship with TriSearch as a client when he was a CHRO. He partnered with Co-Founder and CEO Bob Aylsworth to design a new type of recruiting model, ultimately called Customized Partnership Recruitment (CPR). CPR was a huge success for Tony’s organization and adopted by many other companies. Tony later joined the TriSearch board, and as of January 2020, stepped into a Co-Founder and President role for TriSearch. Tony brings over 30 years of progressive HR and Talent Acquisition experience. He spent his first decade progressing up the ranks at PepsiCo before transitioning to Financial Services by joining Morgan Stanley where he led global technical recruiting before being promoted and assigned to Europe to lead HR for investment banking, private equity, equities & fixed income.


He joined Lehman Brothers to lead HR for Europe and ultimately completed his service as the global head of HR for private equity, asset management and private banking. Post Lehman Brothers, he has been the CHRO of two public companies and two private equity backed organizations including Amynta, an Insurance Services company. While at Ciber, an IT services organization, he held P&L responsibility as the leader of their IT staffing organization that placed IT consultants. As President, Mr. Fogel is responsible for ensuring TriSearch is continuously improving, and at the forefront of Talent Acquisition technology, process, and client satisfaction.

Ready to hireelite financial & insurance talent?

Tell us about the roles, the practice areas, and the timeline — and we'll show you exactly how the Financial & Insurance Recruitment practice would run your search.

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