Experience the
Wilcox Berry Difference

Understanding Your Team’s Growth Needs

We listen attentively and ask the right questions, so we can gain a deep understanding of your business and your aspirations. We make the effort and do the work to become a trusted long-term partner, invested in your firm’s growth and success. 

Providing Extensive Market Research

As part of our collaborative partnership, we share hiring insights relevant in the current market and map out the competitive landscape of qualified and talented professionals.

Leveraging Our Network

We combine technology with hard work and interpersonal skills to maintain a large, diverse network of highly-skilled candidates across the country. While our network of candidates is expansive, it is also very deliberately constructed—we focus on maintaining relationships with experienced, highly sought-after investment professionals who are not actively looking to make a move.

Screening & Assessing Candidates

We do not inundate clients with stacks of resumes. We introduce you to a carefully curated group of candidates that meet your qualifications.

Candidate Interviews. We do the heavy lifting up-front so you don’t have to, conducting in-depth, personal interviews with potential candidates to evaluate their backgrounds and career goals relative to your values and goals. 

Presenting Candidates. For each candidate we recommend, we present the candidate’s resume, an overview of their experience, and motivation for the position.

Interviewing & Closing

We arrange client/candidate meetings and check-in throughout the interview process to share feedback and expectations. We provide guidance throughout the offer and closing process to ensure clear and transparent communication.

Ready to get started?

Financial Service Firms

Let’s get acquainted so we can learn more about your strategy and growth goals, and how we may be able to help.

Investment Professionals

Tell us more about yourself, your unique skills and talents, and what you’re seeking in your next career move.