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Company Description
mtn talent partners is a boutique recruitment firm founded in 2018 that focuses exclusively on the wealth and investment management industry, connecting amazing people with great firms across the United States. The firm partners with RIAs, family offices, independent wealth managers, and national investment advisory organizations to hire high-impact talent in core segments of the function, including Financial Advisors, Managing Director/Partner leaders, Tax Advisors, Financial Planners, and Investment Operations professionals. Blending direct hire, contract-to-hire, and consultant/temporary solutions, mtn talent partners adapts to each client’s hiring strategy, whether building a new market, succession planning, or upgrading leadership and client-facing teams. Partners Ryan Gomes and Paul Crosby bring more than 35 years of shared recruiting experience, having served as market directors for a publicly traded staffing firm and worked within executive recruiting environments, with careers dedicated to financial and investment management talent acquisition. Their search work spans senior appointments and advisor roles with compensation structures that commonly include salary, bonus, and equity, and they regularly support opportunities with leading RIAs and investment advisory firms in markets such as San Francisco, Seattle, Dallas, Nashville, and Boston. The firm’s approach emphasizes confidentiality, rigorous vetting, and alignment on culture, AUM segment, planning philosophies, and client acquisition capabilities, assessing credentials such as CFP, CFA, CPA, JD, and LLM alongside operational and compliance acumen. mtn talent partners maintains an extensive network of advisors from RIAs and wirehouses, as well as specialized tax and estate planning talent, enabling single-hire engagements, team lifts, and targeted leadership builds. Clients value the firm’s transparent process, market mapping, reference diligence, and compensation benchmarking support, as well as its high-touch communication from intake through offer and onboarding. By combining deep sector expertise with an agile delivery model, mtn talent partners helps wealth management firms scale while preserving fiduciary standards and client service, elevating outcomes for both firms and the professionals they employ.
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