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Company Description
Windward Recruiting is a premier executive search and recruitment firm dedicated to advancing organizations across the wealth management and broader financial services landscape, with complementary expertise spanning legal and select manufacturing domains. Relationship-driven and results-focused, the firm brings 45+ combined years of experience, a 92% post-placement retention rate for 7+ years, and more than 500 executives placed in permanent roles. Operating nationally, Windward Recruiting delivers customized search strategies for high-impact positions, leveraging deep industry insight and a wide, diverse network to help clients hire the right people at the right time. Their specialization covers critical front- and back-office functions including wealth management, estate planning, tax planning, retirement planning, investment management, relationship management, accounting, finance, and trust. As part of the Sanford Rose Associates network, Windward Recruiting combines boutique-level attention with the resources and reach of a globally connected consortium, giving clients access to both active and passive talent pools. The firms rigorous process extends beyond resumes to include in-depth interviews, skills assessments, and comprehensive background checks, ensuring technical qualifications, track record, and cultural alignment. Clients value Windwards commitment to long-term partnerships, transparent communication, and tailored solutions that reflect each organizations unique goals and values. Whether executing an engaged executive search, building leadership benches, or scaling specialized teams in finance, legal, or manufacturing-adjacent functions, Windward Recruiting emphasizes speed without sacrificing quality, streamlining hiring while conserving internal time and resources. With a down-to-earth approach, national market perspective, and persistent follow-throughcaptured in the mantra Moving you forward the firm acts as a trusted partner to RIAs, wealth managers, banks, financial technology innovators, trust companies, accounting-led advisory firms, and legal practices seeking leaders and specialists who will drive performance and growth over the long term.
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