Asking for a raise, 2025 recruiting trends + share your feedback
Financial Recruiters International
Building great teams, one impact player at a time! We bring the very best A-Player talent to the table!
Happy new year! We rolled right into 2025 and are already working hard to find those perfect fits between candidates and hiring managers.
Of course, a new year means performance reviews and bonuses — so it’s the perfect time to ask for a raise. Below, Rita shares her best advice for both sides of the table.
Then, we’ve got 2025 recruiting trends, career opportunities, and more.
P.S. My goal is to provide value to you in every single issue of this newsletter. What would you like to see more of in 2025? Let me know by answering four quick questions on this feedback form.
- Kevin Sailor, President and CEO
P.S. ?? We’ll deliver this newsletter straight to your inbox next month. Subscribe here. >
In this issue:
?? Exclusive Recruiter Insights: Asking for a raise with confidence
?? Latest Resources from the Blog: Financial recruiting trends for 2025, tips for building a family office team
?? Featured Career Opportunities
?? Industry News
?? Associate Spotlight: Greg McDowell
?? Connect With Your Recruiter
?? Exclusive Recruiter Insights
Bonus season: Asking for a raise with confidence
By Rita Brannam Executive Search & Talent Acquisition Team Lead Find me on LinkedIn
As the calendar turns and bonus season approaches, it's the perfect time to consider your next career move: a raise. ?? Timing your raise request with bonus season can make a big difference in your positioning. Here's how to navigate this crucial conversation with poise and purpose.
Tips for employees:
Reminders for managers:
Timing and preparation are your allies in these discussions. Whether you're an employee or manager, view the raise conversation as a chance for mutual growth. And remember, if your raise request isn't met, it might be a signal to explore new opportunities that better match your professional aspirations.
Already looking for your next opportunity? Let's connect to talk about your options.
??Latest Resources From the Blog
Navigating the Financial Recruitment Landscape: Insights for 2025
From Financial Recruiters International
In 2025 and beyond, changes in financial recruitment will be driven by technology and specialized roles. Here are the key trends we see on the horizon and how to navigate them:
Adaptation and continuous upskilling are critical for both employers and candidates. Read about these four trends in detail here: Navigating the Financial Recruitment Landscape >
3 Hiring Tips to Build an Elite Family Office Team
From Alexander Raymond
Building a successful team for a family office involves unique challenges due to their specialized focus on managing multi-generational wealth, legacy planning, and philanthropy. Here are three tips to guide family offices in recruiting top talent:
Understand your unique needs. Family offices require professionals skilled in estate planning, tax strategy, and investment oversight. Key qualities include discretion, versatility, and tailored expertise in navigating complex financial landscapes.
Identify core roles essential for success. Critical positions include estate planners adept at wealth transfer, tax strategists familiar with international laws, and investment professionals with a strategic vision for asset management.
Weigh the benefits of specialized recruitment firms. Working with a recruitment firm offers access to niche talent that aligns with the family's values, ensuring a cohesive team dynamic. These agencies streamline hiring, saving time and resources by tapping into vast networks of qualified candidates.
Collaborating with a recruitment firm specializing in family offices can help you build a team for lasting success.
?? Featured Career Opportunities
Director of Wealth and Retirement Strategy - Wichita (CFA CFP)
Recruiter: Denise Decker | LinkedIn | [email protected] | (314) 200-0677
President of Trust and Wealth – Central Texas (JD CFP CTFA CFA)
Recruiter: Greg McDowell | LinkedIn | [email protected] | (314) 949-6400
Trust Officer – Youngstown OH
Recruiter: Denise Decker | LinkedIn | [email protected] | (314) 200-0677
Wealth Advisor – Vero Beach area Florida (CFP CFA CWS)
Recruiter: Christie Burgess | LinkedIn | [email protected] | (314) 949-2007
Wealth Advisor / Relationship Manager – Space Coast FL
Recruiter: Erin Keller | LinkedIn | [email protected] | (314) 949-3131
Portfolio Manager – Fort Wayne
Recruiter: Christie Burgess | LinkedIn | [email protected] | (314) 949-2007
Financial Planner – Pittsburgh PA (CFA CFP)
Recruiter: Jacob Aubel | LinkedIn | [email protected] | (314)-949-5558
Trust Officer – South Pittsburgh PA area
Recruiter: Jacob Aubel | LinkedIn | [email protected] | (314)-949-5558
Wealth Manager - Pittsburgh
Recruiter: Jacob Aubel | LinkedIn | [email protected] | (314)-949-5558
Trust Legal Counsel - New Orleans and Houston
Recruiter: Greg McDowell | LinkedIn | [email protected] | (314) 949-6400
Trust Legal Counsel - Louisiana
Recruiter: Greg McDowell | LinkedIn | [email protected] | (314) 949-6400
Regional Trust Manager - Indianapolis
Recruiter: Christie Burgess | LinkedIn | [email protected] | (314) 949-2007
Estate Planning Attorney – North Chicago
Recruiter: Christie Burgess | LinkedIn | [email protected] | (314) 949-2007
Commercial Lines Account Executive - Atlanta
Recruiter: Christie Burgess | LinkedIn | [email protected] | (314) 949-2007
Commercial Underwriting Manager - Midwest
Recruiter: Greg McDowell | LinkedIn | [email protected] | (314) 949-6400
Loss Control – CT and MA
Recruiter: Greg McDowell | LinkedIn | [email protected] | (314) 949-6400
Loss Control - Dallas/Fort Worth
Recruiter: Christie Burgess | LinkedIn | [email protected] | (314) 949-2007
Premium Audit - Richmond, VA
Recruiter: Greg McDowell | LinkedIn | [email protected] | (314) 949-6400
Premium Audit – Maryland
Recruiter: Greg McDowell | LinkedIn | [email protected] | (314) 949-6400
Private Banker - Tallahassee
Recruiter: Jacob Aubel | LinkedIn | [email protected] | (314)-949-5558
?? Just For Fun
?
?? Industry News
Retiring wealth managers keeping M&A market hot, study shows
A wave of retirements among wealth managers is significantly impacting the M&A market in the RIA industry, with 37% of advisors planning to retire within the next decade. This trend is driven by demographic shifts and rising RIA valuations, highlighting the demand for expert advisory services and succession planning. Read the analysis from InvestmentNews.com >
?? How Are We Doing?
Is the info in this newsletter helpful? What would you like to see more or less of? Please take a minute to give your feedback. Your input helps me ensure I’m providing value for you in every single issue.
?? Associate Spotlight
Get to know our team: Q&A with Greg McDowell
What do you enjoy most about your role as a recruiter?
“I really enjoy having a positive impact on someone's life and career. I get to help candidates into better career placements where they’re treated more professionally and compensated at a higher level. This improves their quality of life to the point where, for example, their kids can now go to a better school. That gives me a feeling of gratification.
I also love solving problems for my hiring managers by bringing them the best possible candidate. As a recruiter, I get to have a profound impact on both parties. That’s what motivates me to be the best I can at what I do. It’s not about me, it’s about the people I work with.”
?? Connect With Your Recruiter
Greg McDowell
LinkedIn | [email protected] | (314) 949-6400
Denise Decker
LinkedIn | [email protected] | (314) 200-0677
Christie Burgess
LinkedIn | [email protected] | (314) 949-2007
Jacob Aubel
LinkedIn | [email protected] | (314)-949-5558
Rita Brannam
LinkedIn | [email protected] | (314) 949-6444
???? About Connective Services
Connective Services is a newsletter brought to you by Financial Recruiters International and Alexander Raymond. Both firms are full cycle recruiting companies connecting fiduciary services organizations with highly-skilled candidates. Financial Recruiters International serves the financial sector while Alexander Raymond specializes in insurance and contract staffing.
Sales & Business Development Specialist | Starcean Solution | B2B Lead Generation & Revenue Growth | Making the Impossible Happen!
3 周Bonus season is the perfect time to reassess your value and career goals! Asking for a raise can be a strategic move, especially when backed by solid performance and market research. Great to see valuable advice shared in your newsletter to help people navigate this important conversation. At Starcean Solutions, we specialize in helping professionals and businesses optimize their growth strategies, talent development, and leadership planning. We can offer insights into creating stronger employee value propositions and improving organizational efficiency to support your team’s success. Check your DM—let’s connect and discuss how we can add value to your business! ?? #CareerGrowth #EmployeeDevelopment #LeadershipSuccess #StarceanSolutions