With over thirty years of expertise, The Primary Group is an industry-leading nationwide executive search firm for the Financial Services Industry specializing in: 

 

Compliance
Due Diligence
Executive Suite
COO & CCO Roles
External Sales

Charitable Trust
Private Wealth Areas

Marketing
Marketing Communications
Product Management
Sales Management

National & Key Accounts
Endowments & Foundations

SPECIALISTS IN THE FINANCIAL SERVICES INDUSTRY

Our long-term focus on placement within the realm of financial services has given The Primary Group a level of expertise not commonly available from professional recruiting firms. As niche specialists in the industry, we are skilled at making successful placements on both the investment and marketing sides of the business. 


Creator and owner of the unique search process:  "Team Building Solution™" Our process allows our firm to efficiently handle multiple searches at any one time, achieving the mandated target dates. We have an in-house research team that communicates with
the recruiting team consisting of a Relationship Manager, Recruiting Director,
and Recruiters. 


CONSULTING

 

CUSTOMIZED
COMPENSATION PLANS

ADVISING ON NEW
MARKET PENETRATION

 
 

ORGANIZATIONAL EVALUATIONS

DEPARTMENTAL STRUCTURING & REPORTING

 

Along with our Strategic Alliance consulting partners, we bring everything from marketing material construction and evaluation, to call center re-engineering, distribution analysis, compensation analysis, field tactics and execution, and wholesaler training along with our consulting on territory alignment and compensation.


COMMUNICATION

We provide our clients with a bi-weekly status report and schedule weekly company-wide update calls to discuss the status of your search and provide real-time market intelligence, directly from your competition.


RECRUITING FOR DIVERSITY

We provide our clients with a bi-weekly status report and schedule weekly company-wide update calls to discuss the status of your search and provide real-time market intelligence, directly from your competition.