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ONE INDUSTRY. THREE DISTINCT NEEDS.
01
Financial Advisors
Explore independent, RIA, regional and employee opportunities with a clearer understanding of economics, platform and long term fit.
Capital Markets
02
Confidential recruiting across institutional equity, fixed income, sales and trading, investment banking and related roles.
03
Succession & Acquisition
Guidance for advisors considering retirement, succession and the acquisition or sale of a book of business.
BEFORE YOU MAKE THE MOVE
Know Your Options.
A better decision starts with better information.
A transition can affect your clients, team, compensation, platform, technology, product access and long term objectives. IBDSearch begins by understanding what you are trying to accomplish before recommending an opportunity.
The goal is simple: help you understand the complete picture before you make the move.
ECONOMICS
PLATFORM
TECHNOLOGY
CULTURE
PRODUCTS
LONG TERM FIT
FOR CAPITAL MARKETS PROFESSIONALS
Put your experience where it has the most value.
Confidential access to opportunities across institutional equity, fixed income, sales and trading, investment banking and related capital markets roles.
Institutional Equity Sales
Institutional Fixed Income
Sales & Trading
Investment Banking
FOR HIRING FIRMS
Find the right professional, not just another resume
IBDSearch works with RIAs, broker dealers, regional firms, investment banks and institutional firms on targeted recruiting assignments when the right fit matters.
Advisor Recruiting
Capital Markets Recruiting
Targeted Search Assignments
FOR FINANCIAL ADVISORS
Build the next chapter of your practice.
Explore independent, RIA, regional and W2 opportunities with an experienced recruiter who understands the economics, platform and long term implications behind each model.
Platform and custody options
Transition economics
Technology and compliance culture
Succession and practice acquisition
YOUR INTERESTS COME FIRST
An Advocate in the Process
A career move should start with understanding your objectives, not pitching you a firm. IBDSearch takes the time to ask the right questions, understand what matters most and help you evaluate the available options before making a recommendation.
Your information remains confidential and is only shared with your consent.
LISTEN FIRST
Understand your goals before discussing opportunities.
PROTECT CONFIDENTIALITY
Your information is not shared without your consent.
STAY INVOLVED
Guidance through interviews, negotiations, transition and beyond.