For Employers

Attract the people who are not actively looking.

MAA Talent helps RIAs, wealth management firms, CPA practices and WealthTech businesses reach higher-quality candidates through specialist recruitment, employer positioning and media-led talent campaigns.

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The strongest candidates are rarely waiting for your job advert.

They are already advising clients, leading teams, managing operations, building technology, supporting growth and helping other firms succeed.

To reach them, you need more than a vacancy. You need a clear story, a credible market position and a reason for the right people to pay attention.

MAA Talent gives wealth management businesses a better way to create those conversations.

The Problem

Recruitment usually starts too late.

Most firms begin recruiting when a vacancy becomes urgent. By then, they are already under pressure. The role needs filling. The team is stretched. Clients need continuity. Hiring managers want speed. The process becomes reactive.

That is not how the best talent decisions are made.

The firms that win better people are visible before they need to hire. They have a clear employer story. They understand what candidates want. They know how to talk about culture, growth, succession, ownership, flexibility and client philosophy.

MAA Talent helps firms move from reactive hiring to strategic talent acquisition.

Core Proposition

Specialist recruitment, backed by media, insight and influence.

MAA Talent combines recruitment delivery with the reach and credibility of Modern American Advisor.

That means we do not simply search for candidates. We help firms build visibility, shape their story, understand the market and engage people who may not be actively looking.

This is particularly important in the RIA, wealth management, CPA and WealthTech markets, where the strongest candidates are often discreet, selective and relationship-led.

Employer Solutions

Six ways we help firms compete for talent.

01 · Service

Specialist Search and Recruitment

Targeted recruitment for advisers, planners, client service professionals, operations leaders, compliance specialists, marketers, executives and WealthTech talent. We manage the process from brief to appointment, including role definition, market mapping, candidate identification, outreach, qualification, shortlist management, interview coordination and offer support.

02 · Service

Talent Acquisition Campaigns

For firms that need to reach candidates before they are actively looking. We use content, interviews, surveys, webinars, market commentary, targeted email and editorial visibility to create warmer conversations with the right audience. This is recruitment with a stronger front end.

03 · Service

Employer Brand and Market Positioning

Many strong firms are poorly understood by the candidate market. We help define why someone should want to join you — culture, leadership, client philosophy, growth plans, succession opportunity, career path, compensation structure and long-term ambition.

04 · Service

Talent Acquisition and Retention Support

For firms that need a more structured hiring capability. We help build repeatable recruitment processes, candidate pipelines, market messaging, content-led attraction and ongoing talent engagement — moving beyond one-off hiring into long-term recruitment infrastructure.

05 · Service

Succession and Growth Hiring

Hiring is directly linked to enterprise value. For firms preparing for growth, acquisition, succession or leadership transition, we help identify the people and roles required for the next stage of the business — adviser succession, future leadership, regional growth, operational scale and specialist capability.

06 · Service

Talent Intelligence and Market Research

Better hiring decisions require better information. We provide insight into candidate sentiment, compensation trends, hiring demand, adviser movement, employer perception and the factors influencing career decisions across the wealth management market.

Who We Work With

Built for the firms shaping the future of advice.

MAA Talent is designed for firms that understand people are central to growth, client retention, succession and business value.

RIAs and Independent Advisory Firms

For founder-led and growth-focused firms hiring advisers, planners, operations professionals, client service teams and future leaders.

Wealth Management Groups

For larger firms scaling teams, expanding regional presence or improving talent acquisition across multiple offices.

CPA and Tax Advisory Firms

For CPA firms expanding into wealth management, financial planning, client advisory services or integrated advice.

WealthTech Businesses

For firms hiring sales, partnerships, customer success, marketing, product and leadership talent across the advisor market.

Private Equity and Acquirers

For investors and acquirers where leadership quality, adviser retention and talent capability influence enterprise value.

The Difference

Most recruiters fill vacancies. MAA Talent helps firms become more attractive.

A job description tells people what the role is.

It does not explain why the firm matters.
It does not build trust.
It does not show leadership.
It does not make a passive candidate stop and think.

MAA Talent helps firms create the conditions for better recruitment. We combine specialist search with content, visibility, market intelligence and a growing community across the Modern American Advisor ecosystem.

That gives employers more than access to candidates. It gives them a platform to tell their story properly.

Featured Programmes

Two ways to engage MAA Talent.

Most employer conversations begin with one of two structured programmes — a focused, media-led campaign to attract better candidates for a defined hire, or an ongoing retained partnership for firms with consistent hiring requirements.

Programme 01

The Recruitment Accelerator

A media-led campaign for firms hiring advisers, planners and senior talent.

Most recruitment activity starts too late. A vacancy opens, a recruiter is briefed and the search begins. That can work for advisers already in the market — but rarely reaches the ones firms most want to hire.

The Recruitment Accelerator combines specialist search with the content, audience and credibility of Modern American Advisor. Founder interviews, adviser case studies, podcasts, surveys, webinars and editorial distribution build interest in your firm before the hiring conversation begins.

Campaign Elements

Founder or CEO interview
Leadership profile feature
Adviser “why I joined” stories
Long-form podcast or video
Adviser sentiment survey
Insight article or market report
Live webinar or roundtable
Email and social distribution
Lead capture and reporting
Recruitment qualification

The media work builds the brand and creates the interest. Specialist recruitment converts that interest into the right hire.

Book a Recruitment Accelerator Call

Programme 02

The MAA Talent Retainer

A retained talent function for firms with ongoing hiring needs.

For RIAs, consolidators, CPA wealth divisions, WealthTech firms and PE-backed groups hiring consistently, recruitment cannot be treated as a series of isolated vacancies. The strongest firms build an attraction engine — and stay in front of the people they want to reach.

The Retainer combines employer brand development, market intelligence, ongoing media campaigns and specialist recruitment delivery into one continuous programme. It is not a recruiter on a monthly fee. It is the infrastructure that makes your firm consistently visible and consistently attractive.

What The Retainer Provides

Employer brand development
Recruitment campaign planning
Adviser and candidate mapping
Founder and leadership content
Adviser case studies
Podcast and video opportunities
Survey and insight campaigns
Webinar programming
Email and social promotion
Lead capture and reporting
Candidate qualification
Recruitment delivery

The best hires are usually the result of familiarity and timing. The Retainer makes sure your firm is the one that comes to mind when the timing changes.

Discuss a Retained Partnership

Our Process

How we work with employers.

Understand

We start with the business, not the vacancy. Growth plans, culture, client proposition, leadership, compensation, location, succession and long-term objectives all shape the search.

Position

We turn the opportunity into a clear candidate-facing story. Why this firm, why this role, why now and why the right person should listen.

Build Visibility

Where appropriate, we use content, editorial, interviews, webinars, surveys and targeted campaigns to strengthen employer presence before direct recruitment begins.

Engage

We identify, approach and qualify relevant candidates through specialist recruitment outreach and warm market engagement.

Deliver

We manage the process through shortlist, interviews, feedback, offer negotiation and appointment.

Use Cases

When employers use MAA Talent.

You need to hire advisers but do not want to rely on job boards.
You are expanding into a new market or region.
You are building a CPA wealth division.
You need to strengthen your leadership team.
You are preparing for succession.
You are losing candidates to more visible competitors.
You need better candidate intelligence before committing to a search.
You want to build a long-term adviser pipeline.
You are scaling a WealthTech business serving the advisor market.
You want your firm to become more attractive to high-quality talent.

Talent Market Review

Request a talent market review.

Speak to MAA Talent about a confidential review of your hiring position, employer visibility and talent market opportunity. We can help you understand how your firm is likely to be perceived by candidates, where the strongest talent pools may exist and how to create better conversations with the people you want to reach.

Request Talent Intelligence

Tell us what you are building. We will help you find the people to build it.

Speak to MAA Talent about specialist recruitment, employer positioning, candidate attraction or talent intelligence across the U.S. wealth management market.

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