Financial Services 

Choose TriSearch for your financial services and insurance recruitment needs and benefit from our deep industry knowledge, commitment to excellence, and proven ability to deliver top talent.

Together, we’ll build a resilient and effective team that drives your company’s success.

Financial Services & Insurance Recruitment


At TriSearch, we specialize in connecting top-tier talent with leading organizations across the financial services and insurance industries. Our expertise covers a wide range of sectors, including Asset Management, Wealth Management, Broker Dealers, Investment Banking, Capital Markets, and Insurance.


Comprehensive Recruitment Expertise

Our recruitment practice spans various roles and functions essential to the financial services industry:


  • C-Suite Leaders
  • Financial Advisors
  • Compliance/Legal
  • Analytics
  • IT/Digital
  • Portfolio Management
  • Risk Management


Tailored Recruitment Solutions


We understand the dynamic nature of the financial markets and are committed to providing recruitment solutions that enable organizations to strategically drive profitability. Our agile approach ensures that we can adapt to the ever-changing landscape and deliver the talent you need to succeed.


Industry-Specific Insights and Trends


Our team stays ahead of industry-specific trends and regulatory changes, ensuring we can provide proactive and informed recruitment solutions tailored to your needs. For example, we have successfully placed advisory and investment teams that navigate complex regulatory environments with ease.






Proven Success and Trusted Leadership


With a track record of successfully supporting companies through market shifts, TriSearch is your trusted partner in building a strong and capable workforce. Our focus on thoughtful consultation and strategic recruitment allows us to meet the unique needs of each client.


Specialities

  • Asset Management

  • Wealth Management

  • Broker Dealer

  • Investment Banking

  • Capital Markets

  • Insurance

Subspecialties

  • IT

  • Dev Ops

  • Compliance

  • Legal

  • Derivatives Risk

  • Quant Analytics

  • Human Resources


Customized Recruitment Processes


We utilize leading AI sourcing and evaluation tools to customize our recruitment processes, ensuring a perfect fit for each client's unique needs. This advanced technology allows us to streamline candidate identification and assessment, providing highly relevant and qualified talent.


Speed and Efficiency


Our commitment to efficiency means that the time to fill positions at responsive clients is well below 60 days on average. We prioritize delivering high-quality candidates quickly, minimizing downtime and maximizing productivity for your organization.


Commitment to Diversity and Inclusion


We are dedicated to promoting diversity and inclusion within the financial services and insurance sectors. Our dedicated D&I practice group ensures that we source and place candidates from diverse backgrounds, enhancing the breadth of perspectives and skills within your team.

TONY FOGEL

President & Co-Founder

Meet The Financial Services & Insurance Practice  Leader

Tony began his relationship with TriSearch as a client when he was a CHRO. He partnered with Co-Founder and CEO Bob Aylsworth to design a new type of recruiting model, ultimately called Customized Partnership Recruitment (CPR). CPR was a huge success for Tony’s organization and adopted by many other companies. Tony later joined the TriSearch board, and as of January 2020, stepped into a Co-Founder and President role for TriSearch. Tony brings over 30 years of progressive HR and Talent Acquisition experience. He spent his first decade progressing up the ranks at PepsiCo before transitioning to Financial Services by joining Morgan Stanley where he led global technical recruiting before being promoted and assigned to Europe to lead HR for investment banking, private equity, equities & fixed income.


He joined Lehman Brothers to lead HR for Europe and ultimately completed his service as the global head of HR for private equity, asset management and private banking. Post Lehman Brothers, he has been the CHRO of two public companies and two private equity backed organizations including Amynta, an Insurance Services company. While at Ciber, an IT services organization, he held P&L responsibility as the leader of their IT staffing organization that placed IT consultants. As President, Mr. Fogel is responsible for ensuring TriSearch is continuously improving, and at the forefront of Talent Acquisition technology, process, and client satisfaction.

Let’s talk about your project

Fill in the form or call to set up a meeting at  (715) 690-9118.

Rapid Delivery of Top-Quality Candidates

Experienced, fast-moving, agile team.

Advanced, sourcing & recruiting technology.

Fully-vetted candidates from the broadest & most diverse candidate pools worldwide.


Original Research + Advanced Technology

Fresh research identifying passive candidates.

Advanced, targeted recruitment marketing & employer branding. 

Constantly evolving, industry-leading recruiting tech stack.

Metric-Driven Services with Full Transparency

Service level agreements.

Weekly reporting & metrics.

Superior services at volume-based, below market pricing.


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