Dexian · 2 days ago
Wealth Management Recruiter
Dexian is a leading provider of staffing, IT, and workforce solutions formed in 2023 through the merger of DISYS and Signature Consultants. They are seeking a Wealth Management Recruiter to manage the recruitment process for client service center roles, particularly in wealth management, ensuring a positive candidate experience and effective communication with hiring managers.
Responsibilities
Qualify new requisitions, ensure that information is accurate and job descriptions align with global guidance
Lead requirement intake calls with hiring managers and offer guidance on the recruitment processes, controls, and policies
Proactively map talent, create, add to, and manage candidate talent pools and operate as a specialist within your market
Source and pipeline qualified candidates through a wide variety of channels, supported by your aligned sourcing partner when required
Evaluate (screen), interview and present qualified candidates to hiring managers
Partner with the interview scheduling team to arrange candidate interviews with hiring teams
Provide a positive candidate experience with frequent and timely communication throughout the recruitment process; share manager feedback and appropriately disposition candidates in real time
Act as a subject matter expert, influencing decision making and effectively manage hiring manager and candidate expectations
Conduct pre-offer candidate calls and take ownership of offer negotiation and management
Liaise with hiring managers, human resources, and compensation partners to ensure appropriate offer approvals are in place
Present to and update senior client groups on recruiting activity and manage escalations effectively
Qualification
Required
Operational background
High volume recruiting experience
Experience with 30 – 40 hires a month (Closer to 15 – 30 for this role)
ATS – Oracle (experience a plus)
Recruiting for Client Service Center Role – Previous experience supporting wealth management
Prescreening background – in depth of background and skillset vetting experience
3+ years Required
Experience recruiting for Licensed service reps – Hiring for reps with FINRA licenses
Experience with recruiting candidates with licenses (Wealth Management/Financial Advisor)
Have recruited for Wealth management roles, banking roles, and corporate roles
Qualify new requisitions, ensure that information is accurate and job descriptions align with global guidance
Lead requirement intake calls with hiring managers and offer guidance on the recruitment processes, controls, and policies
Proactively map talent, create, add to, and manage candidate talent pools and operate as a specialist within your market
Source and pipeline qualified candidates through a wide variety of channels, supported by your aligned sourcing partner when required
Evaluate (screen), interview and present qualified candidates to hiring managers
Partner with the interview scheduling team to arrange candidate interviews with hiring teams
Provide a positive candidate experience with frequent and timely communication throughout the recruitment process; share manager feedback and appropriately disposition candidates in real time
Act as a subject matter expert, influencing decision making and effectively manage hiring manager and candidate expectations
Conduct pre-offer candidate calls and take ownership of offer negotiation and management
Liaise with hiring managers, human resources, and compensation partners to ensure appropriate offer approvals are in place
Present to and update senior client groups on recruiting activity and manage escalations effectively
Company
Dexian
Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.
Funding
Current Stage
Late StageRecent News
2025-11-19
Company data provided by crunchbase